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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 %
CCA
801
Checchi Capital Advisers
California
$216K -$26.2K -334 -11%
BWM
802
Buska Wealth Management
Wisconsin
$216K – – –
KBFS
803
Kohmann Bosshard Financial Services
Ohio
$215K – – –
AWM
804
Axxcess Wealth Management
California
$214K +$78 +1 +0%
KOMWMG
805
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$213K -$15.7K -200 -7%
BIA
806
Beacon Investment Advisors
Maryland
$213K +$628 +8 +0.3%
CAAS
807
Capital Asset Advisory Services
Michigan
$213K – – –
KA
808
Kovack Advisors
Florida
$212K +$1.73K +22 +0.8%
AIM
809
Arcadia Investment Management
Michigan
$212K – – –
WAM
810
WFA Asset Management
Wisconsin
$211K -$186K -2,372 -47%
LOPW
811
Live Oak Private Wealth
North Carolina
$211K – – –
FFG
812
Fiduciary Financial Group
California
$211K +$211K +2,606 New
CW
813
CreativeOne Wealth
Kansas
$210K +$210K +2,671 New
IA
814
IFG Advisors
Missouri
$209K – – –
LWM
815
Liberty Wealth Management
California
$209K +$472 +6 +0.2%
IIC
816
Ironwood Investment Counsel
Arizona
$208K -$3.61K -46 -2%
CA
817
Continuum Advisory
Idaho
$207K +$102K +1,297 +97%
PSC
818
Portman Square Capital
United Kingdom
$206K +$206K +2,629 New
BFIM
819
Beese Fulmer Investment Management
Ohio
$206K – – –
LA
820
Lifeworks Advisors
Michigan
$206K +$206K +2,620 New
DFCM
821
Dark Forest Capital Management
Puerto Rico
$205K +$205K +2,615 New
CIA
822
Choate Investment Advisors
Massachusetts
$204K +$4.63K +59 +2%
MPPLM
823
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203K – – –
JGUA
824
John G. Ullman & Associates
New York
$203K +$10.7K +137 +6%
SPC
825
Spirepoint Private Client
Florida
$202K -$12.6K -161 -6%
31 32
33
34 35