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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 %
JCM
776
Jacobi Capital Management
Pennsylvania
$274K +$274K +2,848 New
FMTC
777
Farmers & Merchants Trust Company
California
$273K – – –
BFW
778
Brady Family Wealth
Missouri
$271K -$2.89K -30 -1%
CFM
779
Catalyst Funds Management
Australia
$269K +$269K +2,800 New
HWMG
780
Hurlow Wealth Management Group
Indiana
$268K – – –
ATC
781
Argent Trust Co
Tennessee
$268K +$268K +2,788 New
CISOA
782
Capital Investment Services of America
Wisconsin
$268K – – –
MIM
783
MTM Investment Management
South Carolina
$267K -$2.87K -30 -1%
MPWS
784
McCarter Private Wealth Services
Massachusetts
$267K +$267K +2,777 New
LA
785
Lifeworks Advisors
Michigan
$267K +$14.9K +155 +6%
PWP
786
Principle Wealth Partners
Connecticut
$266K – – –
CCA
787
Checchi Capital Advisers
California
$265K -$96 -1 -0%
ACM
788
AlphaStar Capital Management
North Carolina
$265K +$265K +2,756 New
FBT
789
First Bankers Trust
Kentucky
$265K -$15.9K -165 -6%
KBFS
790
Kohmann Bosshard Financial Services
Ohio
$264K – – –
WWM
791
Western Wealth Management
Colorado
$264K -$1.73K -18 -0.7%
PWA
792
Providence Wealth Advisors
Illinois
$263K -$11.4K -115 -4%
IPWA
793
International Private Wealth Advisors
California
$263K -$11.3K -117 -4%
KOMWMG
794
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$262K +$673 +7 +0.3%
ONSWM
795
Old North State Wealth Management
North Carolina
$262K +$262K +2,717 New
BIA
796
Beacon Investment Advisors
Maryland
$262K +$673 +7 +0.3%
KA
797
Kovack Advisors
Florida
$262K +$1.44K +15 +0.6%
BFM
798
Boston Financial Management
Massachusetts
$260K -$5K -52 -2%
LOPW
799
Live Oak Private Wealth
North Carolina
$259K – – –
IIC
800
Ironwood Investment Counsel
Arizona
$258K +$2.98K +31 +1%
30 31
32
33 34