WEC icon

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 %
YDMI
901
Y.D. More Investments
Israel
$125K +$125K +1,298 New
HBT
902
Hills Bank & Trust
Iowa
$121K +$121K +1,257 New
CWM
903
CarsonAllaria Wealth Management
Illinois
$121K +$121K +1,254 New
BIG
904
Brooklyn Investment Group
New York
$118K +$118K +1,222 New
IBOK
905
Independence Bank of Kentucky
Kentucky
$116K +$24K +250 +26%
BCMLT
906
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K +$13.5K +140 +13%
QC
907
Quent Capital
New York
$115K +$383 +4 +0.3%
GWSG
908
GPS Wealth Strategies Group
Colorado
$114K -$217K -2,258 -66%
GJIA
909
Glass Jacobson Investment Advisors
Maryland
$112K – – –
OC
910
Oakworth Capital
Alabama
$110K +$32.4K +337 +42%
NB
911
NBT Bank
New York
$110K +$23.1K +240 +27%
CA
912
CoreCap Advisors
Michigan
$106K +$5.2K +54 +5%
USB
913
Union Savings Bank
Connecticut
$106K – – –
TFM
914
TFC Financial Management
Massachusetts
$104K +$5K +52 +5%
DJSG
915
D.J. St. Germain
Massachusetts
$102K – – –
IFS
916
Intelligent Financial Strategies
Minnesota
$102K – – –
TH
917
TCTC Holdings
Texas
$101K -$123K -1,282 -55%
WT
918
Whittier Trust
California
$100K +$673 +7 +0.7%
AA
919
Alta Advisers
United Kingdom
$96.2K – – –
PB
920
Pinnacle Bancorp
Nebraska
$94.4K – – –
EWA
921
EverSource Wealth Advisors
Alabama
$93.4K +$12K +125 +15%
CYG
922
Clean Yield Group
Vermont
$93.3K – – –
FHA
923
First Horizon Advisors
Tennessee
$92.8K +$25.7K +267 +38%
SSB
924
Sandy Spring Bank
Maryland
$88.3K -$33.2K -345 -27%
GM
925
GeoWealth Management
Illinois
$87.6K +$87.6K +911 New
35 36
37
38 39