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WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.04B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$138M
3
BlackRock
BlackRock
New York
$2.84B
4
MPI
Mairs & Power Inc
Minnesota
$71.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$370M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$595M
2
ZP
Zimmer Partners
New York
$0
3
American Century Companies
American Century Companies
Missouri
$160M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$20.1M
5
MAM
Magellan Asset Management
Australia
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
826
MTM Investment Management
South Carolina
$262K -$1.41K -15 -0.5%
MPWS
827
McCarter Private Wealth Services
Massachusetts
$261K – – –
PWP
828
Principle Wealth Partners
Connecticut
$260K – – –
CCA
829
Checchi Capital Advisers
California
$259K – – –
II
830
Inspire Investing
Idaho
$259K -$19.5K -207 -7%
FBT
831
First Bankers Trust
Kentucky
$259K – – –
CIA
832
Choate Investment Advisors
Massachusetts
$258K +$20.5K +218 +9%
KBFS
833
Kohmann Bosshard Financial Services
Ohio
$258K – – –
CA
834
Commerzbank Aktiengesellschaft
Germany
$258K +$258K +2,729 New
KA
835
Kovack Advisors
Florida
$258K +$2.16K +23 +0.8%
KOMWMG
836
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$257K +$658 +7 +0.3%
AWA
837
Aaron Wealth Advisors
Illinois
$257K +$257K +2,731 New
BIA
838
Beacon Investment Advisors
Maryland
$256K +$564 +6 +0.2%
GS
839
GWN Securities
Florida
$256K +$256K +2,615 New
FCI
840
Financial Counselors Inc
Kansas
$256K +$58.5K +622 +30%
CAAS
841
Capital Asset Advisory Services
Michigan
$256K – – –
LOPW
842
Live Oak Private Wealth
North Carolina
$255K +$1.51K +16 +0.6%
TFGT
843
TS Financial Group (TSFG)
Illinois
$254K +$11.2K +119 +5%
ATC
844
Argent Trust Co
Tennessee
$253K -$9.4K -100 -4%
CISOA
845
Capital Investment Services of America
Wisconsin
$253K -$9.4K -100 -4%
RWP
846
RWA Wealth Partners
Massachusetts
$251K -$22.8K -242 -8%
WAP
847
Wealthcare Advisory Partners
Pennsylvania
$250K +$13.2K +140 +6%
IIC
848
Ironwood Investment Counsel
Arizona
$250K -$2.92K -31 -1%
FMTC
849
Farmers & Merchants Trust Company
California
$249K -$17.6K -187 -7%
CG
850
Caprock Group
Idaho
$249K +$249K +2,644 New
32 33
34
35 36