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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 %
Acadian Asset Management
826
Acadian Asset Management
Massachusetts
$113K -$89.1K -1,088 -44%
JFA
827
JNBA Financial Advisors
Minnesota
$112K – – –
CF
828
Centaurus Financial
California
$111K +$111K +1,352 New
FP
829
Financial Perspectives
Minnesota
$110K – – –
HCP
830
Hexagon Capital Partners
Arkansas
$105K -$8.29K -101 -7%
SSB
831
Sandy Spring Bank
Maryland
$104K -$147K -1,784 -59%
DJSG
832
D.J. St. Germain
Massachusetts
$103K -$32.3K -393 -24%
SOW
833
State of Wyoming
Wyoming
$99.7K +$1.4K +17 +1%
GJIA
834
Glass Jacobson Investment Advisors
Maryland
$95.9K – – –
QC
835
Quent Capital
New York
$92K -$7.23K -88 -7%
USB
836
Union Savings Bank
Connecticut
$90.3K – – –
MG
837
Mather Group
Illinois
$88.2K -$354K -4,201 -80%
IFS
838
Intelligent Financial Strategies
Minnesota
$86.9K – – –
AF
839
Advisornet Financial
Minnesota
$85K -$16.3K -199 -16%
WT
840
Whittier Trust
California
$85K – – –
TFM
841
TFC Financial Management
Massachusetts
$84.4K -$2.38K -29 -3%
FPFS
842
First Personal Financial Services
North Carolina
$83.8K – – –
CA
843
CoreCap Advisors
Michigan
$82.3K +$82.3K +1,002 New
AA
844
Alta Advisers
United Kingdom
$82.1K – – –
PB
845
Pinnacle Bancorp
Nebraska
$80.6K – – –
RFA
846
Register Financial Advisors
Georgia
$80.4K +$80.4K +979 New
LC
847
Lindbrook Capital
California
$78.3K +$7.39K +90 +10%
NB
848
NBT Bank
New York
$74.2K – – –
FPF
849
First Pacific Financial
Washington
$74.1K – – –
FWM
850
FSA Wealth Management
Massachusetts
$73.9K – – –
32 33
34
35 36