WEC icon

WEC Energy
WEC

Overview Fund Activity

1,068 hedge funds and large institutions have $19.2B invested in WEC Energy in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 418 increasing their positions, 329 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% of All Funds
15.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
118
Increased
418
Reduced
329
Closed
65
Calls
$25.4M
Puts
$79.8M
Net Calls
-$54.4M
Net Calls Change
-$27.8M

Top Buyers

1
SCP
Soroban Capital Partners
New York
+$124M
2
ZP
Zimmer Partners
New York
+$94M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$67.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$66.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$62.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$229M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$170M
3
MAM
Magellan Asset Management
Australia
-$110M
4
Millennium Management
Millennium Management
New York
-$76.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
876
First Personal Financial Services
North Carolina
$80.4K +$392 +5 +0.5%
AA
877
Alta Advisers
United Kingdom
$78.5K – – –
PB
878
Pinnacle Bancorp
Nebraska
$77K – – –
RFA
879
Register Financial Advisors
Georgia
$76.8K – – –
CYG
880
Clean Yield Group
Vermont
$76.1K -$39.2K -500 -34%
IBOK
881
Independence Bank of Kentucky
Kentucky
$75K +$15.7K +200 +26%
CB
882
Chris Bulman
California
$73.9K +$73.9K +942 New
SP
883
SWS Partners
Ohio
$73.6K +$73.6K +937 New
EWA
884
EverSource Wealth Advisors
Alabama
$72.8K +$3.36K +39 +5%
FPF
885
First Pacific Financial
Washington
$70.8K – – –
NB
886
NBT Bank
New York
$70.7K – – –
CTA
887
Colonial Trust Advisors
South Carolina
$68.5K +$17.6K +224 +35%
BCFD
888
Boit C.F. David
$68K – – –
LC
889
Lindbrook Capital
California
$64.6K -$10.2K -130 -14%
OC
890
Oakworth Capital
Alabama
$63.5K – – –
CAL
891
Capital Advisors Ltd
Ohio
$63K -$3.84K -49 -6%
HNB
892
Hilltop National Bank
Wyoming
$60.8K – – –
Loomis, Sayles & Company
893
Loomis, Sayles & Company
Massachusetts
$60K +$19.8K +250 +49%
OAM
894
Ostrum Asset Management
France
$58.1K -$538K -6,854 -90%
CPBTD
895
Central Pacific Bank - Trust Division
Hawaii
$58.1K – – –
MSFP
896
Mark Sheptoff Financial Planning
Connecticut
$58.1K +$7.06K +90 +14%
SFCL
897
Strengthening Families & Communities LLC
Massachusetts
$56K +$5.3K +67 +10%
AT
898
Avalon Trust
New Mexico
$54.9K – – –
FHA
899
First Horizon Advisors
Tennessee
$54.7K +$2.43K +31 +5%
TCM
900
TruNorth Capital Management
Michigan
$54.1K +$28.6K +365 +112%
34 35
36
37 38