WEC icon

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 %
TFGT
826
TS Financial Group (TSFG)
Illinois
$202K +$3.92K +50 +2%
IIM
827
Ipswich Investment Management
Massachusetts
$202K – – –
XT
828
XTX Topco
Cayman Islands
$202K -$348K -4,440 -63%
UB
829
UMB Bank
Missouri
$196K -$55.4K -706 -22%
RI
830
Ridgewood Investments
New Jersey
$196K +$196K +2,496 New
DSC
831
Duncker Streett & Co
Missouri
$195K – – –
DF
832
Dunhill Financial
United Kingdom
$186K +$184K +2,348 +9,392%
MMG
833
Monetary Management Group
Missouri
$184K – – –
TH
834
TCTC Holdings
Texas
$183K – – –
AF
835
Advisornet Financial
Minnesota
$181K +$99.5K +1,268 +123%
FMTCOCP
836
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$180K -$5.79K -74 -3%
VEA
837
Virtus ETF Advisers
New York
$176K +$5.26K +67 +3%
PCTC
838
Perkins Coie Trust Company
Washington
$173K – – –
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$168K -$26.7K -340 -14%
MSWM
840
Mowery & Schoenfeld Wealth Management
Illinois
$167K – – –
PCWA
841
Pacific Capital Wealth Advisors
California
$166K – – –
EC
842
EntryPoint Capital
New York
$162K +$51.7K +659 +47%
TSWM
843
Tyler-Stone Wealth Management
Ohio
$157K – – –
FCAS
844
First Command Advisory Services
Texas
$156K -$2.89M -36,820 -95%
AWM
845
Avior Wealth Management
Nebraska
$154K -$64K -816 -29%
AA
846
Addison Advisors
Vermont
$153K +$1.81K +23 +1%
QCG
847
Quadrant Capital Group
Ohio
$152K +$2.35K +30 +2%
BBHC
848
Brown Brothers Harriman & Co
New York
$146K +$119K +1,517 +435%
OA
849
Operose Advisors
Wisconsin
$140K -$38.1K -486 -21%
RFS
850
Richardson Financial Services
Massachusetts
$137K +$16.2K +206 +13%
32 33
34
35 36