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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 %
CAMG
801
CWA Asset Management Group
Florida
$258K +$258K +2,684 New
CAAS
802
Capital Asset Advisory Services
Michigan
$257K – – –
IB
803
Intrust Bank
Kansas
$257K +$257K +2,674 New
IA
804
IFG Advisors
Missouri
$257K – – –
CCA
805
Cobblestone Capital Advisors
New York
$254K +$254K +2,637 New
FFG
806
Fiduciary Financial Group
California
$253K +$7.36K +78 +3%
BFIM
807
Beese Fulmer Investment Management
Ohio
$253K – – –
BCM
808
Bayesian Capital Management
New York
$250K -$2.03M -21,100 -89%
JGUA
809
John G. Ullman & Associates
New York
$249K – – –
LFS
810
Legacy Financial Strategies
Kansas
$249K +$249K +2,585 New
TFGT
811
TS Financial Group (TSFG)
Illinois
$248K – – –
PWAM
812
Pinnacle West Asset Management
Wyoming
$247K +$247K +2,565 New
AF
813
Advisornet Financial
Minnesota
$247K +$25.4K +264 +11%
NPF
814
Norris Perne & French
Michigan
$244K +$244K +2,542 New
CIA
815
Choate Investment Advisors
Massachusetts
$243K -$7.21K -75 -3%
FIB
816
First Interstate Bank
Montana
$243K +$243K +2,525 New
WAP
817
Wealthcare Advisory Partners
Pennsylvania
$242K -$70.6K -734 -23%
TSS
818
Two Sigma Securities
New York
$242K +$242K +2,518 New
IIM
819
Ipswich Investment Management
Massachusetts
$242K -$5.77K -60 -2%
SG
820
StoneX Group
New York
$240K +$240K +2,493 New
LCM
821
Liberty Capital Management
Michigan
$239K +$239K +2,486 New
DSC
822
Duncker Streett & Co
Missouri
$239K – – –
IWM
823
Integris Wealth Management
California
$238K +$238K +2,477 New
UB
824
UMB Bank
Missouri
$238K -$2.31K -24 -1%
FCP
825
Fidelis Capital Partners
Florida
$237K +$237K +2,385 New
31 32
33
34 35