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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 %
CFM
876
Catalyst Funds Management
Australia
$49.3K +$49.3K +600 New
AIM
877
Anchor Investment Management
South Carolina
$48.2K +$739 +9 +2%
SJIM
878
St. Johns Investment Management
Florida
$47.6K – – –
OLVIG
879
Oliver Lagore Vanvalin Investment Group
Michigan
$47.5K – – –
SWM
880
Spire Wealth Management
Virginia
$47.2K -$98.9K -1,205 -68%
CB
881
CNB Bank
Pennsylvania
$46.5K – – –
AGWCA
882
Annis Gardner Whiting Capital Advisors
Florida
$45.9K +$7.72K +94 +20%
HWM
883
Horizons Wealth Management
North Carolina
$45.5K – – –
SWM
884
Sugarloaf Wealth Management
Georgia
$45.4K – – –
WT
885
Washington Trust
Rhode Island
$45.4K +$5.33K +65 +13%
MG
886
MilWealth Group
Wisconsin
$45.2K – – –
GKIM
887
GW&K Investment Management
Massachusetts
$45K -$163 -2 -0.4%
BGAI
888
Bruce G. Allen Investments
Colorado
$44.6K +$5.83K +71 +15%
BC
889
Barrett & Company
Rhode Island
$44.3K – – –
Walleye Capital
890
Walleye Capital
New York
$44.3K +$44.3K +540 New
GWP
891
Gen-Wealth Partners
Michigan
$43.9K +$43.9K +534 New
TWC
892
TD Waterhouse Canada
Ontario, Canada
$43.5K -$6.26K -71 -13%
HGERS
893
Householder Group Estate & Retirement Specialist
Arizona
$43.3K – – –
QL
894
Quarry LP
New York
$43.3K +$12.2K +148 +39%
CTWM
895
Cherry Tree Wealth Management
Minnesota
$42.8K – – –
SIC
896
Salem Investment Counselors
North Carolina
$42.5K – – –
PFBT
897
Parkside Financial Bank & Trust
Missouri
$42.2K -$2.79K -34 -6%
Loomis, Sayles & Company
898
Loomis, Sayles & Company
Massachusetts
$42K -$10.3K -125 -20%
PCM
899
Perritt Capital Management
Illinois
$41.9K +$411 +5 +1%
SWA
900
SOA Wealth Advisors
New York
$39.4K – – –
34 35
36
37 38