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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 %
TWP
776
Tyche Wealth Partners
Texas
$220K -$201K -2,443 -48%
IA
777
IFG Advisors
Missouri
$219K – – –
CAAS
778
Capital Asset Advisory Services
Michigan
$219K -$883 -11 -0.4%
MWM
779
MBE Wealth Management
Wisconsin
$219K – – –
CW
780
Connectus Wealth
Ohio
$218K +$1.4K +17 +0.6%
LWM
781
Liberty Wealth Management
California
$218K +$218K +2,653 New
SIA
782
Spectrum Investment Advisors
Wisconsin
$218K +$1.48K +18 +0.7%
FPAS
783
Focus Partners Advisor Solutions
Missouri
$217K +$217K +2,638 New
GIA
784
Gladstone Institutional Advisory
Florida
$216K -$52.6K -640 -20%
BFIM
785
Beese Fulmer Investment Management
Ohio
$216K – – –
RIA
786
Regal Investment Advisors
Michigan
$213K -$4.11K -50 -2%
MPPLM
787
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$213K -$8.13K -99 -4%
IIM
788
Ipswich Investment Management
Massachusetts
$211K – – –
CIA
789
Choate Investment Advisors
Massachusetts
$209K +$4.19K +51 +2%
NPF
790
Norris Perne & French
Michigan
$209K – – –
TFGT
791
TS Financial Group (TSFG)
Illinois
$208K – – –
FIB
792
First Interstate Bank
Montana
$207K -$8.21K -100 -4%
Nomura Holdings
793
Nomura Holdings
Japan
$207K -$315K -3,839 -60%
SAM
794
Smartleaf Asset Management
Massachusetts
$206K +$28.6K +352 +16%
DSC
795
Duncker Streett & Co
Missouri
$204K -$13.9K -169 -6%
IWN
796
Independent Wealth Network
Iowa
$204K -$28.3K -345 -12%
IWM
797
Integris Wealth Management
California
$203K – – –
MPWT
798
MassMutual Private Wealth & Trust
Connecticut
$203K +$38.4K +468 +23%
CAMG
799
CWA Asset Management Group
Florida
$203K +$203K +2,474 New
JGUA
800
John G. Ullman & Associates
New York
$201K -$8.21K -100 -4%
30 31
32
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