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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 %
MPPLM
826
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$236K -$12.8K -133 -5%
FHA
827
Flagship Harbor Advisors
Massachusetts
$236K +$236K +2,455 New
CFG
828
Clayton Financial Group
Missouri
$235K +$235K +2,441 New
PCI
829
Planning Center Inc
Illinois
$232K +$232K +2,411 New
HP
830
Hilltop Partners
Indiana
$229K +$229K +2,377 New
SWP
831
Significant Wealth Partners
Illinois
$227K +$227K +2,365 New
TIA
832
Tandem Investment Advisors
South Carolina
$227K +$227K +2,363 New
SLG
833
Stanley-Laman Group
Pennsylvania
$227K +$227K +2,360 New
PMSA
834
Patrick M. Sweeney & Associates
Illinois
$226K +$226K +2,352 New
MMG
835
Monetary Management Group
Missouri
$226K – – –
RBFC
836
Roman Butler Fullerton & Co
Missouri
$225K +$225K +2,310 New
FDDB
837
Fidelity D&D Bancorp
Pennsylvania
$224K +$224K +2,332 New
CWP
838
CFM Wealth Partners
Texas
$224K +$224K +2,326 New
FMTCOCP
839
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$221K – – –
GWP
840
Gateway Wealth Partners
Wisconsin
$221K +$221K +2,297 New
RFN
841
RDA Financial Network
Iowa
$219K +$219K +2,282 New
LC
842
LCNB Corp
Ohio
$218K +$218K +2,271 New
MSFS
843
Main Street Financial Solutions
Pennsylvania
$217K -$50.6K -526 -19%
MWM
844
MBE Wealth Management
Wisconsin
$217K +$217K +2,255 New
IWN
845
Independent Wealth Network
Iowa
$216K +$216K +2,249 New
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$216K +$10.7K +111 +5%
LFG
847
Lockerman Financial Group
California
$216K +$216K +2,248 New
Allianz Asset Management
848
Allianz Asset Management
Germany
$216K +$216K +2,246 New
BJL
849
Brighton Jones LLC
Washington
$216K +$216K +2,244 New
DAC
850
Dividend Assets Capital
South Carolina
$214K +$214K +2,228 New
32 33
34
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