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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 %
FMTCOCP
801
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$195K +$6.08K +74 +3%
MMG
802
Monetary Management Group
Missouri
$193K – – –
TH
803
TCTC Holdings
Texas
$191K – – –
OA
804
Operose Advisors
Wisconsin
$187K +$118K +1,441 +173%
PCTC
805
Perkins Coie Trust Company
Washington
$181K – – –
VEA
806
Virtus ETF Advisers
New York
$179K +$179K +2,180 New
Jones Financial Companies
807
Jones Financial Companies
Missouri
$178K -$26.9K -328 -13%
TIM
808
Thompson Investment Management
Wisconsin
$178K – – –
PAS
809
Point72 Asia (Singapore)
Singapore
$178K -$2.15M -26,157 -92%
MSWM
810
Mowery & Schoenfeld Wealth Management
Illinois
$175K – – –
PCWA
811
Pacific Capital Wealth Advisors
California
$173K – – –
TSWM
812
Tyler-Stone Wealth Management
Ohio
$164K -$5.91K -72 -3%
AA
813
Addison Advisors
Vermont
$158K – – –
QCG
814
Quadrant Capital Group
Ohio
$157K -$1.31K -16 -0.8%
GI
815
Gradient Investments
Minnesota
$144K -$183K -2,224 -56%
SIM
816
Sentry Investment Management
Wisconsin
$136K – – –
BCA
817
Bray Capital Advisors
Florida
$131K – – –
HT
818
Headlands Technologies
Illinois
$127K -$161K -1,961 -56%
RFS
819
Richardson Financial Services
Massachusetts
$126K +$29.6K +360 +31%
RTL
820
Red Tortoise LLC
Georgia
$124K – – –
CYG
821
Clean Yield Group
Vermont
$121K – – –
LTI
822
Laffer Tengler Investments
Tennessee
$117K -$2.71K -33 -2%
HBT
823
Hills Bank & Trust
Iowa
$117K +$4.02K +49 +4%
EC
824
EntryPoint Capital
New York
$115K +$115K +1,406 New
CA
825
Continuum Advisory
Idaho
$115K +$115K +1,341 New
31 32
33
34 35