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WEC Energy

1,075 hedge funds and large institutions have $19.3B invested in WEC Energy in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 422 increasing their positions, 331 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 67

27% more repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 331

3% more funds holding

Funds holding: 1,0391,075 (+36)

0.22% less ownership

Funds ownership: 77.97%77.75% (-0.22%)

5% less capital invested

Capital invested by funds: $20.2B → $19.3B (-$949M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

68% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $79.8M

Holders
1,075
Holders Change
+36
Holders Change %
+3.46%
% 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
422
Reduced
331
Closed
67
Calls
$25.4M
Puts
$79.8M
Net Calls
-$54.4M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Scout Investments
Missouri
$34.4M +$19.6M +241,214 +122%
Millennium Management
77
Millennium Management
New York
$33.3M -$78.8M -970,073 -70%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$33.1M +$2.6M +31,967 +8%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$32.6M -$582K -7,167 -2%
National Pension Service
80
National Pension Service
South Korea
$32.5M +$871K +10,722 +3%
ERSOT
81
Employees Retirement System of Texas
Texas
$30.8M
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30.1M -$5.11M -62,891 -14%
Citadel Advisors
83
Citadel Advisors
Florida
$30.1M +$28M +344,969 +889%
Macquarie Group
84
Macquarie Group
Australia
$29.7M +$29K +357 +0.1%
LCAM
85
London & Capital Asset Management
United Kingdom
$28.6M -$5.37M -66,048 -15%
US Bancorp
86
US Bancorp
Minnesota
$28.4M -$1.75M -21,516 -6%
AllianceBernstein
87
AllianceBernstein
Tennessee
$27.2M -$692K -8,515 -2%
GIA
88
Gateway Investment Advisers
Ohio
$27.2M -$3.15M -38,718 -10%
ORIO
89
Old Republic International (ORI)
Illinois
$26.1M
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$24.8M -$8.74M -107,589 -25%
AQR Capital Management
91
AQR Capital Management
Connecticut
$24.7M +$723K +8,896 +3%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$23.7M +$1.22M +15,023 +5%
MIS
93
Morningstar Investment Services
Illinois
$22.8M +$23.6M +290,474 New
CTB
94
Country Trust Bank
Illinois
$22.3M +$184K +2,263 +0.8%
PI
95
PineBridge Investments
New York
$22.2M +$22.9M +282,381 New
DZ Bank
96
DZ Bank
Germany
$21.7M +$2.05M +25,220 +10%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$20.7M -$1.29M -15,873 -6%
Voloridge Investment Management
98
Voloridge Investment Management
Florida
$20.7M -$4.46M -54,936 -17%
AT
99
AMF Tjänstepension
Sweden
$20.4M +$21.2M +260,402 New
Two Sigma Investments
100
Two Sigma Investments
New York
$20.3M -$25.6M -315,289 -55%

WEC Hedge Fund Activity: Q2 2024 in Review

1,075 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2024, worth a combined $19.3B — down 4.7% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new WEC positions and 67 closed out — a net gain of 51 holders — while 422 added to existing stakes and 331 trimmed.

The largest buyer was Soroban Capital Partners, adding an estimated $129M. The largest seller was Invesco, cutting an estimated $238M.

  • 1,075 institutional investors held WEC Energy (WEC) as of Q2 2024, up from 1,039 in Q1 2024.
  • Funds reported $19.3B of WEC Energy stock for Q2 2024, down 4.7% quarter-over-quarter.
  • 118 funds opened new WEC Energy positions in Q2 2024 and 67 closed out, a net change of +51 holders.
  • The largest WEC Energy buyer in Q2 2024 was Soroban Capital Partners, an estimated $129M added.
  • The largest WEC Energy seller in Q2 2024 was Invesco, an estimated $238M sold.

Based on aggregated 13F filings for Q2 2024.