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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
926
Sugarloaf Wealth Management
Georgia
$43.4K – – –
SIS
927
Strategic Investment Solutions
Illinois
$43.2K +$43.2K +490 New
CTWM
928
Cherry Tree Wealth Management
Minnesota
$43K +$2.12K +27 +5%
GWP
929
Gen-Wealth Partners
Michigan
$42.7K +$785 +10 +2%
BC
930
Barrett & Company
Rhode Island
$42.4K – – –
AGWCA
931
Annis Gardner Whiting Capital Advisors
Florida
$42.3K -$1.57K -20 -4%
ETS
932
ESL Trust Services
New York
$41.6K +$6.2K +79 +18%
SIC
933
Salem Investment Counselors
North Carolina
$40.6K – – –
PCM
934
Perritt Capital Management
Illinois
$40.4K +$471 +6 +1%
BGAI
935
Bruce G. Allen Investments
Colorado
$40.1K -$2.51K -32 -6%
SWA
936
SOA Wealth Advisors
New York
$37.7K – – –
TWP
937
Triad Wealth Partners
Kansas
$36.4K +$36.4K +464 New
PSB
938
Piscataqua Savings Bank
New Hampshire
$36K – – –
FCA
939
FinTrust Capital Advisors
South Carolina
$35.5K +$3.14K +40 +10%
EIM
940
Essex Investment Management
Massachusetts
$33.7K – – –
KFS
941
Kelly Financial Services
Massachusetts
$33.5K +$9.18K +117 +38%
LWANC
942
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.4K -$1.18K -15 -3%
CT
943
Colonial Trust
South Carolina
$33.4K +$1.26K +16 +4%
DMBA
944
Deseret Mutual Benefit Administrators
Utah
$33.3K – – –
TWC
945
TD Waterhouse Canada
Ontario, Canada
$32.8K -$5.6K -72 -15%
MCA
946
Maryland Capital Advisors
Maryland
$32.8K – – –
AA
947
Ancora Advisors
Ohio
$32.2K – – –
FRA
948
Front Row Advisors
California
$31.2K -$2.51K -32 -7%
WBWA
949
William B. Walkup & Associates
South Carolina
$31.2K +$31.2K +398 New
OW
950
Olistico Wealth
Oklahoma
$29.2K +$29.2K +372 New
36 37
38
39 40