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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 %
RI
851
Ridgewood Investments
New Jersey
$214K -$25.9K -269 -11%
CIBC World Market
852
CIBC World Market
Ontario, Canada
$214K +$214K +2,220 New
ASG
853
Ariston Services Group
California
$214K +$214K +2,223 New
PPC
854
Park Place Capital
Alabama
$213K +$111K +1,151 +108%
PCTC
855
Perkins Coie Trust Company
Washington
$212K – – –
CM
856
Capital Management
Virginia
$212K +$212K +2,200 New
SLC
857
Second Line Capital
Louisiana
$211K +$211K +2,193 New
ECM
858
Exchange Capital Management
Michigan
$210K +$210K +2,182 New
SGK
859
Steigerwald Gordon & Koch
Virginia
$209K +$209K +2,170 New
KWM
860
Kolinsky Wealth Management
New Jersey
$207K +$207K +2,155 New
CW
861
Channel Wealth
California
$207K +$207K +2,154 New
MSWM
862
Mowery & Schoenfeld Wealth Management
Illinois
$205K – – –
APA
863
Astoria Portfolio Advisors
New York
$204K +$204K +2,142 New
ANTB
864
AMG National Trust Bank
Colorado
$204K +$204K +2,119 New
BBA
865
BLB&B Advisors
Pennsylvania
$203K +$203K +2,113 New
PCWA
866
Pacific Capital Wealth Advisors
California
$203K – – –
Teacher Retirement System of Texas
867
Teacher Retirement System of Texas
Texas
$203K -$14.3M -149,227 -99%
TWP
868
Tower Wealth Partners
Pennsylvania
$203K +$203K +2,110 New
FCI
869
Financial Counselors Inc
Kansas
$202K +$202K +2,103 New
TNBTD
870
Trustmark National Bank Trust Department
Mississippi
$202K +$202K +2,100 New
Kovitz Investment Group Partners
871
Kovitz Investment Group Partners
Illinois
$202K +$202K +5,205 New
MFGM
872
Marshall Financial Group (Maryland)
Maryland
$202K +$202K +2,098 New
TTWM
873
TCV Trust & Wealth Management
Virginia
$201K +$201K +2,095 New
HR
874
Howe & Rusling
New York
$201K +$201K +2,086 New
CFA
875
CWS Financial Advisors
Michigan
$200K +$200K +2,081 New
33 34
35
36 37