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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 %
HWMG
751
Hurlow Wealth Management Group
Indiana
$229K – – –
CISOA
752
Capital Investment Services of America
Wisconsin
$229K – – –
WWM
753
Western Wealth Management
Colorado
$229K +$2.79K +34 +1%
AWM
754
Avior Wealth Management
Nebraska
$228K +$217K +2,641 +1,914%
PWP
755
Principle Wealth Partners
Connecticut
$227K – – –
BFM
756
Boston Financial Management
Massachusetts
$227K -$17.2K -209 -7%
PWA
757
Providence Wealth Advisors
Illinois
$227K -$969K -11,819 -81%
BWM
758
Buska Wealth Management
Wisconsin
$226K +$226K +2,757 New
CI Investments Inc
759
CI Investments Inc
Ontario, Canada
$226K +$49K +598 +28%
KBFS
760
Kohmann Bosshard Financial Services
Ohio
$225K +$225K +2,745 New
SPC
761
Spirepoint Private Client
Florida
$225K +$225K +2,740 New
DAS
762
Diversify Advisory Services
Utah
$225K +$225K +2,755 New
I
763
InceptionR
California
$224K +$224K +2,733 New
UF
764
Univest Financial
Pennsylvania
$224K +$224K +2,731 New
MWM
765
Modern Wealth Management
Kansas
$224K +$7.14K +87 +3%
AWM
766
Axxcess Wealth Management
California
$224K -$200K -2,437 -47%
MSFS
767
Main Street Financial Solutions
Pennsylvania
$224K +$3.29K +40 +1%
SSA
768
Schonfeld Strategic Advisors
New York
$224K -$9.98M -121,562 -98%
BIA
769
Beacon Investment Advisors
Maryland
$222K +$6.08K +74 +3%
IIC
770
Ironwood Investment Counsel
Arizona
$222K – – –
AIM
771
Arcadia Investment Management
Michigan
$222K – – –
LOPW
772
Live Oak Private Wealth
North Carolina
$221K -$3.12K -38 -1%
IPWA
773
International Private Wealth Advisors
California
$220K +$220K +2,683 New
KA
774
Kovack Advisors
Florida
$220K +$1.48K +18 +0.7%
FHA
775
Flagship Harbor Advisors
Massachusetts
$220K +$575 +7 +0.3%
29 30
31
32 33