WEC icon

WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$595M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$135M
3
BlackRock
BlackRock
New York
+$86.5M
4
MPI
Mairs & Power Inc
Minnesota
+$71.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$49.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$94.4M
2
ZP
Zimmer Partners
New York
-$92.2M
3
American Century Companies
American Century Companies
Missouri
-$71.9M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$71.1M
5
MAM
Magellan Asset Management
Australia
-$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFI
701
West Family Investments
California
$391K +$84.4K +898 +28%
MGIA
702
Moneta Group Investment Advisors
Missouri
$388K +$77.8K +827 +25%
AF
703
Advisornet Financial
Minnesota
$385K +$144K +1,530 +60%
AIM
704
Alhambra Investment Management
Florida
$384K – – –
PL
705
Plancorp LLC
Missouri
$384K +$3.2K +34 +0.8%
CE
706
Cornerstone Enterprises
Wisconsin
$384K – – –
JSW
707
Journey Strategic Wealth
New Jersey
$382K +$51K +542 +15%
BFS
708
Bard Financial Services
Connecticut
$382K – – –
DWP
709
Daymark Wealth Partners
Ohio
$382K -$34.3K -365 -8%
ECM
710
Everence Capital Management
Indiana
$381K -$367K -3,900 -49%
PWP
711
Phillips Wealth Planners
Mississippi
$380K +$187 +2 +0%
FRA
712
Frank Rimerman Advisors
California
$378K +$86.4K +919 +30%
SCTC
713
Sanibel Captiva Trust Company
Florida
$377K -$11.4K -121 -3%
CCM
714
Coldstream Capital Management
Washington
$377K +$29.8K +317 +9%
AC
715
AlphaCore Capital
California
$376K -$50.1K -533 -12%
CAM
716
Carret Asset Management
New York
$376K – – –
QIM
717
Quantitative Investment Management
Virginia
$376K +$376K +4,004 New
CWA
718
Centennial Wealth Advisory
Michigan
$376K +$30.7K +326 +9%
MWM
719
Mission Wealth Management
California
$376K +$1.13K +12 +0.3%
TSWM
720
Tyler-Stone Wealth Management
Ohio
$375K – – –
BC
721
Bruce & Co
Illinois
$371K -$53K -564 -13%
SBWIC
722
Schaper Benz & Wise Investment Counsel
Wisconsin
$370K -$18.8K -200 -5%
PNC
723
Park National Corp
Ohio
$369K -$3.48K -37 -0.9%
CFO
724
Callan Family Office
Pennsylvania
$369K +$369K +3,927 New
VSQM
725
V-Square Quantitative Management
Illinois
$368K -$31.5K -335 -8%
27 28
29
30 31