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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 %
FFWM
851
Future Financial Wealth Management
Ohio
$71.7K +$71.7K +873 New
BCFD
852
Boit C.F. David
$71.6K – – –
SWS
853
SYSTM Wealth Solutions
Illinois
$70.4K +$493 +6 +0.7%
CAL
854
Capital Advisors Ltd
Ohio
$70K -$6.73K -82 -9%
EWA
855
EverSource Wealth Advisors
Alabama
$66.7K +$22.1K +267 +49%
OC
856
Oakworth Capital
Alabama
$66.4K – – –
MHR
857
Matthew Hamilton Rosenberg
$65.3K -$2.04K -25 -3%
HNB
858
Hilltop National Bank
Wyoming
$63.6K +$63.6K +775 New
IBOK
859
Independence Bank of Kentucky
Kentucky
$62.1K – – –
CPBTD
860
Central Pacific Bank - Trust Division
Hawaii
$60.4K +$60.4K +741 New
BCMLT
861
Beacon Capital Management LLC (Tennessee)
Tennessee
$59.9K -$411 -5 -0.7%
NS
862
NBC Securities
Alabama
$58K -$4.28K -53 -7%
AT
863
Avalon Trust
New Mexico
$57.5K – – –
FHA
864
First Horizon Advisors
Tennessee
$54.7K +$1.64K +20 +3%
LS
865
Livforsakringsbolaget Skandia
Sweden
$54.6K +$41K +500 +303%
Group One Trading
866
Group One Trading
Illinois
$54.3K -$157K -1,909 -74%
TCOV
867
Trust Company of Vermont
Vermont
$53.7K +$18.1K +220 +51%
MSFP
868
Mark Sheptoff Financial Planning
Connecticut
$53.4K – – –
CTA
869
Colonial Trust Advisors
South Carolina
$53.3K +$4.02K +49 +8%
PWMG
870
Prestige Wealth Management Group
New Jersey
$53.2K -$9.77K -119 -16%
SFCL
871
Strengthening Families & Communities LLC
Massachusetts
$53K +$579 +7 +1%
CWP
872
Concord Wealth Partners
Virginia
$52.9K – – –
CSWM
873
Cassady Schiller Wealth Management
Ohio
$51.7K -$21.1K -257 -29%
HCM
874
Hollencrest Capital Management
California
$50.3K – – –
TLA
875
Tanglewood Legacy Advisors
Texas
$49.3K -$11.2K -136 -18%
33 34
35
36 37