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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 %
NRS
876
Neville Rodie & Shaw
New York
$200K +$200K +2,078 New
BRM
877
Boston Research & Management
Massachusetts
$200K +$200K +2,082 New
OA
878
Operose Advisors
Wisconsin
$199K +$27.4K +285 +16%
QCG
879
Quadrant Capital Group
Ohio
$199K +$12.1K +126 +6%
VEA
880
Virtus ETF Advisers
New York
$198K -$17.9K -186 -8%
BWP
881
Baldwin Wealth Partners
Massachusetts
$198K +$196K +2,040 +11,333%
TF
882
Tompkins Financial
New York
$196K -$178K -1,851 -48%
AWM
883
Avior Wealth Management
Nebraska
$194K +$4.71K +49 +2%
FCAS
884
First Command Advisory Services
Texas
$192K – – –
CI Investments Inc
885
CI Investments Inc
Ontario, Canada
$191K -$120K -1,243 -39%
BBHC
886
Brown Brothers Harriman & Co
New York
$189K +$9.71K +101 +5%
AA
887
Addison Advisors
Vermont
$187K – – –
CIA
888
Cape Investment Advisory
Georgia
$162K +$866 +9 +0.5%
SAM
889
Smartleaf Asset Management
Massachusetts
$159K +$33.4K +351 +27%
BCA
890
Bray Capital Advisors
Florida
$153K – – –
FNWA
891
Financial Network Wealth Advisors
Utah
$146K -$15.5K -161 -10%
RTL
892
Red Tortoise LLC
Georgia
$146K – – –
CF
893
Centaurus Financial
California
$137K +$1.15K +12 +0.8%
RFS
894
Richardson Financial Services
Massachusetts
$137K – – –
SOW
895
State of Wyoming
Wyoming
$134K +$5.29K +55 +4%
SIM
896
Sentry Investment Management
Wisconsin
$132K – – –
JFA
897
JNBA Financial Advisors
Minnesota
$131K – – –
UCI
898
Uncommon Cents Investing
Wisconsin
$130K +$130K +1,347 New
FP
899
Financial Perspectives
Minnesota
$129K – – –
HCP
900
Hexagon Capital Partners
Arkansas
$126K +$2.5K +26 +2%
34 35
36
37 38