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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 %
SIS
951
Sound Income Strategies
Florida
$28.5K -$941 -12 -3%
PFP
952
Pinnacle Financial Partners
Tennessee
$26.9K – – –
VWA
953
Valued Wealth Advisors
Utah
$26.9K – – –
TC
954
Trust Company
Kansas
$26.5K – – –
CFFP
955
Center for Financial Planning
Michigan
$26.1K – – –
VNA
956
Valley National Advisers
Pennsylvania
$26K -$3.79K -50 -13%
PFSC
957
Peoples Financial Services Corp
Pennsylvania
$25.6K – – –
GXJ
958
Global X Japan
Japan
$25.2K +$9.26K +118 +58%
C
959
Covestor
United Kingdom
$25K +$9.79K +123 +64%
NBT
960
Northwest Bank & Trust
Iowa
$23.5K – – –
HBW
961
Hazlett, Burt & Watson
West Virginia
$23K +$82 +1 +0.4%
SCM
962
Silvant Capital Management
Georgia
$22.8K – – –
OWA
963
Opal Wealth Advisors
New York
$22K -$1.49K -19 -6%
APW
964
Atlantic Private Wealth
North Carolina
$21.8K +$236 +3 +1%
ADL
965
Asset Dedication LLC
California
$21.7K – – –
CJH
966
Christopher J. Hasenberg
Wisconsin
$20.9K – – –
PGAM
967
Princeton Global Asset Management
New Jersey
$20.3K +$79 +1 +0.4%
PMFA
968
Plante Moran Financial Advisors
Michigan
$20.1K +$5.73K +73 +40%
AF
969
Arrow Financial
New York
$19.6K – – –
TFIPS
970
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.8K – – –
SA
971
Scarborough Advisors
Maryland
$18K +$235 +3 +1%
BWAM
972
Boyd Watterson Asset Management
Ohio
$17.9K – – –
SC
973
Stephens Consulting
Michigan
$17.9K – – –
MHR
974
Matthew Hamilton Rosenberg
$17.9K -$44.4K -571 -71%
AWM
975
Atticus Wealth Management
Florida
$17.3K – – –
37 38
39
40 41