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WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$138M
3
BlackRock
3
BlackRock
New York
$2.84B
4
MPI
4
Mairs & Power Inc
Minnesota
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$370M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$595M
2
ZP
2
Zimmer Partners
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$160M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$20.1M
5
MAM
5
Magellan Asset Management
Australia
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
901
Lockerman Financial Group
California
$211K -$752 -8 -0.4%
KWM
902
Kolinsky Wealth Management
New Jersey
$210K +$7.62K +81 +4%
SW
903
SVB Wealth
Massachusetts
$210K +$210K +2,235 New
ASG
904
Ariston Services Group
California
$209K – – –
OFS
905
OneAscent Financial Services
Alabama
$209K +$209K +2,220 New
MSWM
906
Mowery & Schoenfeld Wealth Management
Illinois
$208K +$7.05K +75 +4%
PCTC
907
Perkins Coie Trust Company
Washington
$207K – – –
CM
908
Capital Management
Virginia
$207K – – –
MFGM
909
Marshall Financial Group (Maryland)
Maryland
$207K +$9.4K +100 +5%
MSFS
910
Main Street Financial Solutions
Pennsylvania
$207K -$5.74K -61 -3%
CAM
911
Cozad Asset Management
Illinois
$206K +$206K +2,194 New
ECM
912
Exchange Capital Management
Michigan
$205K – – –
LAM
913
Longboard Asset Management
Arizona
$205K +$205K +2,177 New
SGK
914
Steigerwald Gordon & Koch
Virginia
$204K – – –
HIMS
915
Hager Investment Management Services
New Hampshire
$204K +$204K +2,170 New
CIAS
916
CFS Investment Advisory Services
New Jersey
$204K +$204K +2,174 New
EFS
917
Essex Financial Services
Connecticut
$202K +$202K +2,145 New
KL
918
KilterHowling LLC
Colorado
$202K +$202K +1,968 New
TWP
919
Tower Wealth Partners
Pennsylvania
$201K +$2.73K +29 +1%
CCA
920
Cottonwood Capital Advisors
Utah
$201K +$201K +2,136 New
LI
921
LifeWealth Investments
Florida
$200K +$200K +2,128 New
PCWA
922
Pacific Capital Wealth Advisors
California
$199K – – –
CI Investments Inc
923
CI Investments Inc
Ontario, Canada
$198K +$12K +128 +6%
QCG
924
Quadrant Capital Group
Ohio
$194K -$846 -9 -0.4%
AWM
925
Avior Wealth Management
Nebraska
$191K +$1.32K +14 +0.7%
35 36
37
38 39