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 %
PWMG
951
Prestige Wealth Management Group
New Jersey
$58.9K +$481 +5 +0.8%
HCM
952
Hollencrest Capital Management
California
$58.9K – – –
TLA
953
Tanglewood Legacy Advisors
Texas
$57.7K – – –
TC
954
Trust Company
Kansas
$56.6K +$24K +250 +74%
AIM
955
Anchor Investment Management
South Carolina
$56.5K – – –
SJIM
956
St. Johns Investment Management
Florida
$55.8K – – –
OLVIG
957
Oliver Lagore Vanvalin Investment Group
Michigan
$55.6K – – –
HGERS
958
Householder Group Estate & Retirement Specialist
Arizona
$55K – – –
CB
959
CNB Bank
Pennsylvania
$54.4K – – –
CSWM
960
Cassady Schiller Wealth Management
Ohio
$54.2K -$6.35K -66 -10%
AAP
961
Arax Advisory Partners
Colorado
$54K -$674 -7 -1%
CH
962
Cromwell Holdings
Wyoming
$53.7K – – –
SWM
963
Sugarloaf Wealth Management
Georgia
$53.2K – – –
CTWM
964
Cherry Tree Wealth Management
Minnesota
$52.7K – – –
BC
965
Barrett & Company
Rhode Island
$51.9K – – –
BGAI
966
Bruce G. Allen Investments
Colorado
$51.9K +$2.79K +29 +6%
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$51.8K – – –
FF
968
Friedenthal Financial
New Jersey
$50.2K +$50.2K +522 New
PCM
969
Perritt Capital Management
Illinois
$50K +$481 +5 +1%
SIC
970
Salem Investment Counselors
North Carolina
$49.8K – – –
Optiver Holding
971
Optiver Holding
Netherlands
$49.3K +$49.3K +513 New
PFBT
972
Parkside Financial Bank & Trust
Missouri
$48.3K -$9.14K -95 -16%
NC
973
nVerses Capital
Florida
$48.1K -$96.2K -1,000 -67%
MB
974
Mizuho Bank
Japan
$48.1K -$9.62K -100 -17%
WI
975
Wintrust Investments
Illinois
$47K -$360K -3,753 -88%
37 38
39
40 41