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WEC Energy

1,075 hedge funds and large institutions have $19.3B invested in WEC Energy in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 422 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 67

27% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 331

3% more funds holding

Funds holding: 1,0391,075 (+36)

0.22% less ownership

Funds ownership: 77.97%77.75% (-0.22%)

5% less capital invested

Capital invested by funds: $20.2B → $19.3B (-$949M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

68% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $79.8M

Holders
1,075
Holders Change
+36
Holders Change %
+3.46%
% of All Funds
15.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
118
Increased
422
Reduced
331
Closed
67
Calls
$25.4M
Puts
$79.8M
Net Calls
-$54.4M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$66.8M +$69.2M +851,821 New
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$63.9M -$4.93M -60,750 -7%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$62.3M +$36.6M +450,553 +131%
RG
54
Rathbones Group
United Kingdom
$61.1M +$6.1M +75,089 +11%
Barclays
55
Barclays
United Kingdom
$60M +$12M +148,123 +24%
EIP
56
Energy Income Partners
Connecticut
$59.4M -$21.5M -265,258 -26%
Amundi
57
Amundi
France
$55.6M +$10.2M +125,415 +21%
Franklin Resources
58
Franklin Resources
California
$53.6M -$1.89M -23,282 -3%
GF
59
Gabelli Funds
New York
$51.2M -$1.95M -24,000 -4%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$50.2M -$413K -5,082 -0.8%
COPPSERS
61
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$49.8M +$129K +1,593 +0.3%
Renaissance Technologies
62
Renaissance Technologies
New York
$49.6M -$3.04M -37,391 -6%
EIP
63
Epoch Investment Partners
New York
$49.1M -$5.88M -72,347 -10%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$45.8M
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$45.6M +$2.69M +33,102 +6%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$43.1M +$2.63M +32,395 +6%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$41.9M +$11.7M +143,797 +37%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$39.4M +$1.3M +16,026 +3%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$38.5M -$40.4M -496,792 -50%
VDI
70
Vaughan David Investments
Illinois
$37.5M +$1.69M +20,785 +5%
WorldQuant Millennium Advisors
71
WorldQuant Millennium Advisors
New York
$37.4M +$14.6M +180,261 +61%
DP
72
Dearborn Partners
Illinois
$36.4M +$677K +8,337 +2%
APG Asset Management
73
APG Asset Management
Netherlands
$36.3M -$18.7M -230,060 -32%
LPL Financial
74
LPL Financial
California
$36.3M +$2.48M +30,508 +7%
Victory Capital Management
75
Victory Capital Management
Texas
$34.4M -$1.57M -19,316 -4%

WEC Hedge Fund Activity: Q2 2024 in Review

1,075 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2024, worth a combined $19.3B — down 4.7% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new WEC positions and 67 closed out — a net gain of 51 holders — while 422 added to existing stakes and 331 trimmed.

The largest buyer was Soroban Capital Partners, adding an estimated $129M. The largest seller was Invesco, cutting an estimated $238M.

  • 1,075 institutional investors held WEC Energy (WEC) as of Q2 2024, up from 1,039 in Q1 2024.
  • Funds reported $19.3B of WEC Energy stock for Q2 2024, down 4.7% quarter-over-quarter.
  • 118 funds opened new WEC Energy positions in Q2 2024 and 67 closed out, a net change of +51 holders.
  • The largest WEC Energy buyer in Q2 2024 was Soroban Capital Partners, an estimated $129M added.
  • The largest WEC Energy seller in Q2 2024 was Invesco, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2024.