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 %
SWM
901
Spire Wealth Management
Virginia
$53.5K +$8.4K +107 +19%
NS
902
NBC Securities
Alabama
$53K -$3.04K -39 -5%
LS
903
Livforsakringsbolaget Skandia
Sweden
$52.2K – – –
CWP
904
Concord Wealth Partners
Virginia
$50.5K – – –
SFC
905
Strategic Financial Concepts
Texas
$50K +$50K +122,171 New
CSWM
906
Cassady Schiller Wealth Management
Ohio
$49.4K – – –
CCM
907
Chilton Capital Management
Texas
$49.2K +$49.2K +627 New
HT
908
Headlands Technologies
Illinois
$49K -$72.4K -923 -60%
MCM
909
Manchester Capital Management
Vermont
$48.3K +$36.3K +463 +303%
HCM
910
Hollencrest Capital Management
California
$48K – – –
GKIM
911
GW&K Investment Management
Massachusetts
$48K +$4.98K +64 +12%
PWMG
912
Prestige Wealth Management Group
New Jersey
$47.6K -$3.22K -41 -6%
TLA
913
Tanglewood Legacy Advisors
Texas
$47.1K – – –
MB
914
Mizuho Bank
Japan
$47.1K +$47.1K +600 New
TCOV
915
Trust Company of Vermont
Vermont
$46.9K -$4.39K -56 -9%
PFBT
916
Parkside Financial Bank & Trust
Missouri
$46.8K +$6.51K +83 +16%
SWS
917
SYSTM Wealth Solutions
Illinois
$46.1K -$21.1K -269 -31%
AIM
918
Anchor Investment Management
South Carolina
$46.1K – – –
SJIM
919
St. Johns Investment Management
Florida
$45.5K – – –
OLVIG
920
Oliver Lagore Vanvalin Investment Group
Michigan
$45.4K – – –
HGERS
921
Householder Group Estate & Retirement Specialist
Arizona
$45K +$3.97K +51 +10%
WT
922
Washington Trust
Rhode Island
$44.9K +$1.49K +19 +3%
AAP
923
Arax Advisory Partners
Colorado
$44.6K +$43.6K +555 +4,269%
CB
924
CNB Bank
Pennsylvania
$44.4K – – –
CH
925
Cromwell Holdings
Wyoming
$43.8K +$43.8K +558 New
35 36
37
38 39