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WEC Energy
WEC

Overview Fund Activity

1,031 hedge funds and large institutions have $20.2B invested in WEC Energy in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 374 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
-14
Holders Change %
-1.34%
% of All Funds
14.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
91
Increased
367
Reduced
374
Closed
95
Calls
$19.8M
Puts
$46.4M
Net Calls
-$26.5M
Net Calls Change
+$594K

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
3
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
4
Stifel Financial
Missouri
$92.9M
5
Bank of America
5
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$292M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
MAM
4
Magellan Asset Management
Australia
$311M
5
EAM
5
Eagle Asset Management
Florida
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
726
International Assets Investment Management
Florida
$253K -$653 -8 -0.3%
MA
727
MJP Associates
Connecticut
$252K +$45.3K +552 +22%
BBNA
728
Bremer Bank National Association
Minnesota
$251K +$4.76K +58 +2%
CFS
729
CRA Financial Services
New Jersey
$250K -$575 -7 -0.2%
FHC
730
First Heartland Consultants
Missouri
$247K -$33.9K -413 -12%
EW
731
Evexia Wealth
Wisconsin
$247K – – –
DLCIG
732
D.L. Carlson Investment Group
New Hampshire
$247K -$493 -6 -0.2%
LIM
733
Longfellow Investment Management
Massachusetts
$245K +$245K +2,983 New
BOS
734
Bank of Stockton
California
$245K – – –
FB
735
Fulton Bank
Pennsylvania
$245K +$35.2K +429 +17%
BCP
736
Blue Chip Partners
Michigan
$244K -$1.31K -16 -0.5%
CWM
737
Connecticut Wealth Management
Connecticut
$243K -$47.2K -575 -16%
CFGSD
738
Compass Financial Group (South Dakota)
South Dakota
$241K – – –
CCM
739
Coldstream Capital Management
Washington
$241K -$36.9K -449 -13%
SC
740
Syon Capital
California
$241K -$293K -3,571 -55%
IP
741
Isthmus Partners
Wisconsin
$241K – – –
KOMWMG
742
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$240K -$7.23K -88 -3%
HB
743
HTLF Bank
Colorado
$239K – – –
BSW
744
Buckingham Strategic Wealth
Missouri
$239K +$575 +7 +0.2%
FBT
745
First Bankers Trust
Kentucky
$239K +$239K +2,911 New
LWM
746
Lodestone Wealth Management
Washington
$237K – – –
ICG
747
InterOcean Capital Group
Tennessee
$234K +$3.29K +40 +1%
HWM
748
HB Wealth Management
Georgia
$233K -$247K -3,008 -51%
MIM
749
MTM Investment Management
South Carolina
$232K – – –
SW
750
SVB Wealth
Massachusetts
$231K -$13.4K -163 -5%
28 29
30
31 32