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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 %
WAM
726
Weiss Asset Management
Massachusetts
$368K +$368K +3,912 New
ST
727
Smithfield Trust
Pennsylvania
$367K – – –
AP
728
Appleton Partners
Massachusetts
$366K – – –
GSEP
729
Golden State Equity Partners
California
$366K +$296K +3,148 +424%
GSB
730
Greenfield Savings Bank
Massachusetts
$364K -$47.1K -501 -11%
ZIC
731
ZWJ Investment Counsel
Georgia
$363K +$16.4K +174 +5%
PMG
732
ProVise Management Group
Florida
$362K +$94.1K +1,001 +35%
BOPW
733
Brandywine Oak Private Wealth
Pennsylvania
$361K – – –
WA
734
WealthTrust Axiom
Pennsylvania
$359K – – –
FGA
735
Fortis Group Advisors
New Jersey
$358K – – –
SAM
736
Strategy Asset Managers
California
$352K +$5.08K +54 +1%
CC
737
Callan Capital
California
$352K -$5.93K -63 -2%
RMCM
738
Reynders McVeigh Capital Management
Massachusetts
$352K – – –
CSPIA
739
Cary Street Partners Investment Advisory
Virginia
$352K -$164K -1,744 -32%
CPCPP
740
Canada Post Corporation Pension Plan
Canada
$350K +$350K +3,722 New
AA
741
ALPS Advisors
Colorado
$348K – – –
IWS
742
Insight Wealth Strategies
California
$348K -$57.4K -610 -14%
UCFA
743
United Capital Financial Advisors
Texas
$347K -$56.8K -604 -14%
CFG
744
Certior Financial Group
Pennsylvania
$346K +$346K +3,682 New
AWM
745
Aegis Wealth Management
Maryland
$345K +$345K +3,671 New
HDIM
746
Hanson & Doremus Investment Management
Vermont
$344K -$4.8K -51 -1%
DAS
747
Diversify Advisory Services
Utah
$344K -$30.2K -323 -8%
FIM
748
Freedom Investment Management
Connecticut
$343K -$40.6K -432 -11%
TCA
749
Transcend Capital Advisors
New Jersey
$342K +$4.33K +46 +1%
BCP
750
Blue Chip Partners
Michigan
$342K +$26.9K +286 +9%
28 29
30
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