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WEC Energy
WEC

Overview Fund Activity

1,122 hedge funds and large institutions have $24.2B invested in WEC Energy in 2024 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 431 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+54
Holders Change %
+5.06%
% of All Funds
16.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
149
Increased
431
Reduced
336
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$451M
2
Charles Schwab
Charles Schwab
California
+$184M
3
CIA
ClearBridge Investments (Australia)
Australia
+$179M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$150M
5
Invesco
Invesco
Georgia
+$90.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$99M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$77M
3
Renaissance Technologies
Renaissance Technologies
New York
-$49.6M
4
Amundi
Amundi
France
-$42.5M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSTWA
751
Blake Schutter Theil Wealth Advisors
Ohio
$293K +$293K +3,043 New
LIM
752
Longfellow Investment Management
Massachusetts
$291K +$1.73K +18 +0.6%
DLCIG
753
D.L. Carlson Investment Group
New Hampshire
$290K +$1.15K +12 +0.4%
BBNA
754
Bremer Bank National Association
Minnesota
$289K -$4.14K -43 -1%
TVM
755
True Vision MN
Minnesota
$288K +$288K +2,999 New
SP
756
Successful Portfolios
Florida
$287K – – –
BOS
757
Bank of Stockton
California
$287K – – –
SF
758
Synovus Financial
Georgia
$287K +$13K +135 +5%
HFM
759
Hartford Funds Management
Pennsylvania
$286K +$286K +2,978 New
AFG
760
Atomi Financial Group
New York
$285K +$285K +2,964 New
II
761
Inspire Investing
Idaho
$285K -$38.5K -400 -12%
SIMG
762
Sonora Investment Management Group
Arizona
$284K +$284K +2,949 New
PWM
763
Perigon Wealth Management
California
$283K +$283K +2,947 New
CFGSD
764
Compass Financial Group (South Dakota)
South Dakota
$283K – – –
IP
765
Isthmus Partners
Wisconsin
$282K – – –
ZIM
766
Zacks Investment Management
Illinois
$281K -$51K -530 -15%
MA
767
MJP Associates
Connecticut
$281K -$13.4K -139 -5%
RWP
768
RWA Wealth Partners
Massachusetts
$280K +$2.6K +27 +0.9%
LWM
769
Lodestone Wealth Management
Washington
$278K – – –
DWT
770
Dorsey & Whitney Trust
South Dakota
$277K +$277K +2,883 New
HB
771
HTLF Bank
Colorado
$277K -$7.02K -73 -2%
LWM
772
Liberty Wealth Management
California
$276K +$20.1K +209 +8%
FMLI
773
Fukoku Mutual Life Insurance
Japan
$276K +$276K +2,866 New
PMG
774
ProVise Management Group
Florida
$274K +$274K +2,852 New
PPWP
775
Premier Path Wealth Partners
New Jersey
$274K +$2.5K +26 +0.9%
29 30
31
32 33