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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 %
HB
776
HTLF Bank
Colorado
$231K +$2.83K +36 +1%
NCFG
777
New Century Financial Group
New Jersey
$231K +$231K +2,948 New
IAIM
778
International Assets Investment Management
Florida
$231K -$12.6K -161 -5%
CFGSD
779
Compass Financial Group (South Dakota)
South Dakota
$231K – – –
IP
780
Isthmus Partners
Wisconsin
$230K – – –
FBT
781
First Bankers Trust
Kentucky
$229K +$471 +6 +0.2%
GT
782
Glenview Trust
Kentucky
$229K -$51.5K -656 -18%
LWM
783
Lodestone Wealth Management
Washington
$227K – – –
RWP
784
RWA Wealth Partners
Massachusetts
$226K -$33.3K -424 -13%
IPWA
785
International Private Wealth Advisors
California
$223K +$12.9K +165 +6%
BFW
786
Brady Family Wealth
Missouri
$223K -$67.2K -856 -23%
SF
787
Synovus Financial
Georgia
$223K +$223K +2,845 New
BSW
788
Buckingham Strategic Wealth
Missouri
$223K -$5.49K -70 -2%
FMTC
789
Farmers & Merchants Trust Company
California
$222K -$2.46M -31,417 -92%
MIM
790
MTM Investment Management
South Carolina
$222K – – –
PPWP
791
Premier Path Wealth Partners
New Jersey
$222K +$222K +2,825 New
CCM
792
Coldstream Capital Management
Washington
$220K -$10.7K -137 -5%
HWMG
793
Hurlow Wealth Management Group
Indiana
$219K – – –
CISOA
794
Capital Investment Services of America
Wisconsin
$219K – – –
MSFS
795
Main Street Financial Solutions
Pennsylvania
$219K +$4.86K +62 +2%
MYLI
796
Meiji Yasuda Life Insurance
Japan
$218K +$218K +2,784 New
PWP
797
Principle Wealth Partners
Connecticut
$217K – – –
WWM
798
Western Wealth Management
Colorado
$217K -$1.73K -22 -0.8%
BFM
799
Boston Financial Management
Massachusetts
$216K – – –
PWA
800
Providence Wealth Advisors
Illinois
$216K +$781 +10 +0.4%
30 31
32
33 34