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WEC Energy
WEC

Overview Fund Activity

1,031 hedge funds and large institutions have $20.2B invested in WEC Energy in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 374 reducing their positions, and 95 closing their positions.

Holders
1,031
Holders Change
-14
Holders Change %
-1.34%
% of All Funds
14.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
91
Increased
367
Reduced
374
Closed
95
Calls
$19.8M
Puts
$46.4M
Net Calls
-$26.5M
Net Calls Change
+$594K

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
3
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
4
Stifel Financial
Missouri
$92.9M
5
Bank of America
5
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$292M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
MAM
4
Magellan Asset Management
Australia
$311M
5
EAM
5
Eagle Asset Management
Florida
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LI
976
LRI Investments
Florida
$6.41K 78 +78 New
IRC
977
Investors Research Corp
Georgia
$6.32K 77 – –
GA
978
GoalVest Advisory
New York
$5.75K 70 -20 -22%
CHC
979
City Holding Co
West Virginia
$5.42K 66 – –
PP
980
Pingora Partners
Wyoming
$5.34K 65 +65 New
ME
981
McIlrath & Eck
Washington
$5.01K 61 – –
MFG
982
Mendota Financial Group
Wisconsin
$4.93K 60 – –
VAMG
983
Voisard Asset Management Group
Michigan
$4.76K 58 – –
FFC
984
First Financial Corp
Indiana
$4.68K 57 +57 New
FGAM
985
Financial Gravity Asset Management
Texas
$4.37K 53 -78 -60%
SS
986
Sunbelt Securities
Texas
$4.19K 51 -119 -70%
AWM
987
Abound Wealth Management
Tennessee
$4.03K 49 – –
Lazard Asset Management
988
Lazard Asset Management
New York
$4K 53 -8,051 -99%
CWC
989
Carolinas Wealth Consulting
North Carolina
$3.45K 42 -15,692 -100%
HIA
990
Harbor Investment Advisory
Maryland
$3.2K 39 +8 +26%
GFPC
991
Global Financial Private Client
Florida
$3.1K 38 +38 New
TAM
992
Tucker Asset Management
Colorado
$3.04K 37 – –
RWA
993
Redmont Wealth Advisors
Illinois
$3.04K 37 +37 New
CAL
994
Capital Analysts LLC
Pennsylvania
$3K 38 – –
FPB
995
First PREMIER Bank
South Dakota
$3K 33 +33 New
PWMG
996
Private Wealth Management Group
New Jersey
$2.79K 34 – –
TCA
997
Trifecta Capital Advisors
Illinois
$2.79K 34 – –
NFSG
998
Newbridge Financial Services Group
Florida
$2.24K 27 -180 -87%
RG
999
Retirement Group
California
$2.22K 27 – –
BIA
1000
Bell Investment Advisors
California
$2.14K 26 +13 +100%
38 39
40
41 42