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WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.04B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$138M
3
BlackRock
BlackRock
New York
$2.84B
4
MPI
Mairs & Power Inc
Minnesota
$71.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$370M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$595M
2
ZP
Zimmer Partners
New York
$0
3
American Century Companies
American Century Companies
Missouri
$160M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$20.1M
5
MAM
Magellan Asset Management
Australia
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAM
776
Sterling Investment Advisors (Missouri)
Missouri
$307K – – –
PWM
777
Perigon Wealth Management
California
$306K +$15.8K +161 +5%
PPWP
778
Premier Path Wealth Partners
New Jersey
$304K +$36.3K +386 +14%
CI
779
Cigna Investments
Connecticut
$304K – – –
P
780
Pitcairn
Pennsylvania
$304K -$4.98K -53 -2%
AO
781
Advisor OS
Illinois
$303K +$10.3K +110 +4%
JCM
782
Jacobi Capital Management
Pennsylvania
$299K +$31.4K +334 +12%
KFGK
783
Keystone Financial Group (Kentucky)
Kentucky
$298K +$94 +1 +0%
AAP
784
Arax Advisory Partners
Colorado
$296K +$243K +2,587 +461%
CWS
785
Cypress Wealth Services
California
$293K +$2.35K +25 +0.8%
GFP
786
Gryphon Financial Partners
Ohio
$292K +$2.26K +24 +0.8%
PP
787
Prudential plc
United Kingdom
$291K -$218K -2,317 -43%
ONSWM
788
Old North State Wealth Management
North Carolina
$289K +$33.5K +356 +13%
BPW
789
Bingham Private Wealth
California
$289K +$289K +3,075 New
CBT
790
Crews Bank & Trust
Florida
$289K +$289K +3,070 New
CFS
791
CRA Financial Services
New Jersey
$287K +$94 +1 +0%
IAIM
792
International Assets Investment Management
Florida
$287K -$28.2M -300,466 -99%
WWM
793
Western Wealth Management
Colorado
$285K +$26.8K +285 +10%
SWP
794
Sagespring Wealth Partners
Tennessee
$285K +$285K +3,029 New
TVM
795
True Vision MN
Minnesota
$284K +$2.45K +26 +0.9%
NCFG
796
New Century Financial Group
New Jersey
$284K -$42.1K -449 -13%
MA
797
MJP Associates
Connecticut
$284K +$9.22K +98 +3%
DLCIG
798
D.L. Carlson Investment Group
New Hampshire
$284K – – –
O
799
Ossiam
France
$283K +$283K +3,010 New
SIMG
800
Sonora Investment Management Group
Arizona
$282K +$4.98K +53 +2%
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