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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PSB
901
Piscataqua Savings Bank
New Hampshire
$37.7K 459 – –
ETS
902
ESL Trust Services
New York
$37K 451 +451 New
LWANC
903
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.2K 441 +15 +4%
EIM
904
Essex Investment Management
Massachusetts
$35.3K 430 – –
FRA
905
Front Row Advisors
California
$35.3K 430 +302 +236%
DMBA
906
Deseret Mutual Benefit Administrators
Utah
$34.9K 425 – –
MCA
907
Maryland Capital Advisors
Maryland
$34.3K 418 – –
FCA
908
FinTrust Capital Advisors
South Carolina
$33.8K 412 +142 +53%
AA
909
Ancora Advisors
Ohio
$33.8K 411 – –
CT
910
Colonial Trust
South Carolina
$33.6K 410 +59 +17%
VNA
911
Valley National Advisers
Pennsylvania
$32K 393 -25 -6%
SIS
912
Sound Income Strategies
Florida
$30.8K 375 +43 +13%
BBHC
913
Brown Brothers Harriman & Co
New York
$28.7K 349 -103 -23%
VWA
914
Valued Wealth Advisors
Utah
$28.2K 343 -3 -0.9%
TC
915
Trust Company
Kansas
$27.8K 338 – –
CFFP
916
Center for Financial Planning
Michigan
$27.3K 333 – –
PFP
917
Pinnacle Financial Partners
Tennessee
$26.9K 328 – –
FUBT
918
First United Bank & Trust
Maryland
$26.9K 327 -25 -7%
PFSC
919
Peoples Financial Services Corp
Pennsylvania
$26.8K 326 – –
TCM
920
TruNorth Capital Management
Michigan
$26.7K 325 +325 New
KFS
921
Kelly Financial Services
Massachusetts
$25.5K 310 +1 +0.3%
NBT
922
Northwest Bank & Trust
Iowa
$24.8K 300 – –
OWA
923
Opal Wealth Advisors
New York
$24.6K 299 +299 New
SCM
924
Silvant Capital Management
Georgia
$23.8K 290 – –
ADL
925
Asset Dedication LLC
California
$23K 276 – –
35 36
37
38 39