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WEC Energy
WEC

Overview Fund Activity

1,068 hedge funds and large institutions have $19.2B invested in WEC Energy in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 418 increasing their positions, 329 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% 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
418
Reduced
329
Closed
65
Calls
$25.4M
Puts
$79.8M
Net Calls
-$54.4M
Net Calls Change
-$27.8M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$124M
2
ZP
Zimmer Partners
New York
+$94M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$67.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$66.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$229M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$170M
3
MAM
Magellan Asset Management
Australia
-$110M
4
Millennium Management
Millennium Management
New York
-$76.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
751
Wealthcare Advisory Partners
Pennsylvania
$255K +$255K +3,252 New
GIA
752
Gladstone Institutional Advisory
Florida
$255K +$48.3K +615 +23%
SAM
753
Strategy Asset Managers
California
$254K -$25.2K -285 -9%
1SB
754
1ST Source Bank
Indiana
$254K +$314 +4 +0.1%
PWP
755
Phillips Wealth Planners
Mississippi
$253K -$3.68K -47 -1%
CI
756
Cigna Investments
Connecticut
$253K -$4.54K -58 -2%
CI Investments Inc
757
CI Investments Inc
Ontario, Canada
$253K +$36.7K +468 +17%
ZB
758
Zions Bancorporation
Utah
$252K -$7.61K -97 -3%
MWA
759
Midland Wealth Advisors
Illinois
$252K +$252K +3,217 New
AIM
760
Aigen Investment Management
New York
$251K +$251K +3,199 New
KFGK
761
Keystone Financial Group (Kentucky)
Kentucky
$249K -$3.45K -44 -1%
WFI
762
West Family Investments
California
$247K -$146K -1,856 -37%
SP
763
Systematic Portfolios
New York
$246K +$246K +3,135 New
FTWA
764
Fifth Third Wealth Advisors
Ohio
$245K +$245K +3,122 New
MA
765
MJP Associates
Connecticut
$240K -$785 -10 -0.3%
CWS
766
Cypress Wealth Services
California
$240K +$240K +3,060 New
BBNA
767
Bremer Bank National Association
Minnesota
$239K – – –
CFS
768
CRA Financial Services
New Jersey
$239K – – –
DLCIG
769
D.L. Carlson Investment Group
New Hampshire
$236K – – –
LIM
770
Longfellow Investment Management
Massachusetts
$236K +$1.65K +21 +0.7%
UF
771
Univest Financial
Pennsylvania
$234K +$20K +255 +9%
SP
772
Successful Portfolios
Florida
$234K -$29.1K -371 -11%
BOS
773
Bank of Stockton
California
$234K – – –
SC
774
Syon Capital
California
$232K +$1.88K +24 +0.8%
SCTC
775
Sanibel Captiva Trust Company
Florida
$232K -$82.5K -1,051 -26%
29 30
31
32 33