WEC icon

WEC Energy
WEC

Overview Fund Activity

1,122 hedge funds and large institutions have $24.2B invested in WEC Energy in 2024 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 431 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+54
Holders Change %
+5.06%
% of All Funds
16.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
149
Increased
431
Reduced
336
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
2
Charles Schwab
Charles Schwab
California
+$184M
3
CIA
ClearBridge Investments (Australia)
Australia
+$179M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$150M
5
Invesco
Invesco
Georgia
+$90.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$99M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$77M
3
Renaissance Technologies
Renaissance Technologies
New York
-$49.6M
4
Amundi
Amundi
France
-$42.5M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
701
Hanson & Doremus Investment Management
Vermont
$357K – – –
AA
702
ALPS Advisors
Colorado
$356K +$356K +3,700 New
CCM
703
Coldstream Capital Management
Washington
$356K +$85.6K +888 +32%
SAM
704
Strategy Asset Managers
California
$355K +$78.6K +817 +28%
MPM
705
MBB Public Markets
Illinois
$355K -$1.85M -19,280 -84%
ZIC
706
ZWJ Investment Counsel
Georgia
$355K -$4.52K -47 -1%
CA
707
Crewe Advisors
Utah
$354K +$2.31K +24 +0.7%
CWA
708
Centennial Wealth Advisory
Michigan
$353K +$21.3K +221 +6%
WF
709
WoodTrust Financial
Wisconsin
$353K – – –
CAI
710
Capital Advisors Inc
Oklahoma
$352K -$10.8K -112 -3%
WCM
711
Weaver Capital Management
Georgia
$347K -$271K -2,816 -44%
TCA
712
Transcend Capital Advisors
New Jersey
$346K -$577 -6 -0.2%
FFA
713
First Foundation Advisors
California
$345K +$192 +2 +0.1%
BWM
714
Buska Wealth Management
Wisconsin
$344K +$78.9K +820 +30%
AWA
715
Arete Wealth Advisors
Illinois
$343K -$62.1K -648 -15%
RSWM
716
Robertson Stephens Wealth Management
California
$342K +$15.1K +157 +5%
JSW
717
Journey Strategic Wealth
New Jersey
$339K +$339K +3,521 New
NCFG
718
New Century Financial Group
New Jersey
$335K +$51.1K +531 +18%
FMI
719
F/M Investments
District of Columbia
$333K – – –
W
720
Wealthquest
Ohio
$329K – – –
BMCM
721
Bryn Mawr Capital Management
Pennsylvania
$328K -$157K -1,629 -32%
BCP
722
Blue Chip Partners
Michigan
$323K +$2.02K +21 +0.6%
SAM
723
Summit Asset Management
Tennessee
$321K – – –
MCM
724
Monument Capital Management
Virginia
$321K +$321K +3,334 New
GIA
725
Gladstone Institutional Advisory
Florida
$319K +$6.83K +71 +2%
27 28
29
30 31