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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 %
UB
851
UMB Bank
Missouri
$248K +$15.9K +169 +7%
CCA
852
Cobblestone Capital Advisors
New York
$248K +$282 +3 +0.1%
PMSA
853
Patrick M. Sweeney & Associates
Illinois
$248K +$26.8K +285 +12%
FCP
854
Fidelis Capital Partners
Florida
$248K +$8.34K +83 +3%
BFIM
855
Beese Fulmer Investment Management
Ohio
$247K – – –
FFG
856
Fiduciary Financial Group
California
$247K -$4.11K -44 -2%
PWA
857
Providence Wealth Advisors
Illinois
$247K +$740 +8 +0.3%
CFG
858
Clayton Financial Group
Missouri
$246K +$16.5K +175 +7%
WI
859
WrapManager Inc
California
$245K -$42.1K -448 -15%
LFS
860
Legacy Financial Strategies
Kansas
$245K +$1.6K +17 +0.7%
TPBG
861
Turning Point Benefit Group
Maryland
$244K +$244K +2,595 New
BFM
862
Boston Financial Management
Massachusetts
$242K -$12.7K -135 -5%
PWAM
863
Pinnacle West Asset Management
Wyoming
$241K – – –
NPF
864
Norris Perne & French
Michigan
$239K – – –
LWM
865
Liberty Wealth Management
California
$239K -$30.8K -328 -11%
CIS
866
Custom Index Systems
New York
$238K +$238K +2,529 New
IIM
867
Ipswich Investment Management
Massachusetts
$236K – – –
APA
868
Astoria Portfolio Advisors
New York
$236K +$33.6K +355 +17%
SCA
869
Stonebridge Capital Advisors
Minnesota
$235K +$235K +2,501 New
JGUA
870
John G. Ullman & Associates
New York
$234K -$9.4K -100 -4%
LCM
871
Liberty Capital Management
Michigan
$234K – – –
DSC
872
Duncker Streett & Co
Missouri
$233K – – –
RBFC
873
Roman Butler Fullerton & Co
Missouri
$233K – – –
IWM
874
Integris Wealth Management
California
$233K – – –
MWM
875
MBE Wealth Management
Wisconsin
$231K +$19.3K +205 +9%
33 34
35
36 37