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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 %
FPFS
926
First Personal Financial Services
North Carolina
$87.5K -$11.1K -115 -11%
FPF
927
First Pacific Financial
Washington
$86.8K – – –
FWM
928
FSA Wealth Management
Massachusetts
$86.6K +$86.6K +900 New
BCFD
929
Boit C.F. David
$83.5K – – –
SIS
930
Strategic Investment Solutions
Illinois
$80.8K +$33.7K +350 +71%
Loomis, Sayles & Company
931
Loomis, Sayles & Company
Massachusetts
$79K +$6.41K +67 +9%
NS
932
NBC Securities
Alabama
$79K +$14.4K +151 +22%
CAL
933
Capital Advisors Ltd
Ohio
$77K -$579 -6 -0.7%
AIM
934
Arcadia Investment Management
Michigan
$76.9K -$183K -1,900 -70%
MG
935
Mather Group
Illinois
$74.9K -$1.1M -11,402 -94%
CWP
936
Concord Wealth Partners
Virginia
$74.8K +$12.8K +133 +21%
HNB
937
Hilltop National Bank
Wyoming
$74.5K – – –
OAM
938
Ostrum Asset Management
France
$72.2K +$962 +10 +1%
GSEP
939
Golden State Equity Partners
California
$71.4K -$367K -3,813 -84%
CPBTD
940
Central Pacific Bank - Trust Division
Hawaii
$71.3K – – –
MSFP
941
Mark Sheptoff Financial Planning
Connecticut
$71.2K – – –
WT
942
Washington Trust
Rhode Island
$67.9K +$12.9K +134 +23%
AT
943
Avalon Trust
New Mexico
$67.3K – – –
TCOV
944
Trust Company of Vermont
Vermont
$67K +$9.52K +99 +17%
TCM
945
TruNorth Capital Management
Michigan
$66.4K – – –
SFCL
946
Strengthening Families & Communities LLC
Massachusetts
$64.9K -$3.27K -34 -5%
LC
947
Lindbrook Capital
California
$63.1K -$16.1K -167 -20%
FFWM
948
Future Financial Wealth Management
Ohio
$63.1K +$63.1K +656 New
MCM
949
Manchester Capital Management
Vermont
$61.8K +$2.6K +27 +4%
GKIM
950
GW&K Investment Management
Massachusetts
$60K +$194 +2 +0.3%
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