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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 %
DF
1001
Dunhill Financial
United Kingdom
$2.03K 25 +4 +19%
PCM
1002
Penserra Capital Management
California
$2K 27 -1,435 -98%
AW
1003
Avion Wealth
Texas
$2K 24 +24 New
VAG
1004
VisionPoint Advisory Group
Texas
$1.81K 22 -4 -15%
RCM
1005
Raleigh Capital Management
North Carolina
$1.64K 20 -289 -94%
SIC
1006
SJS Investment Consulting
Ohio
$1.64K 20 +2 +11%
CFO
1007
CVA Family Office
Colorado
$1.64K 20 – –
PCMC
1008
Planning Capital Management Corporation
Pennsylvania
$1.56K 19 +9 +90%
CHA
1009
Carmichael Hill & Associates
Maryland
$1.48K 18 – –
PA
1010
Pineridge Advisors
Missouri
$1.48K 18 – –
FDCDDQ
1011
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.31K 16 – –
AP
1012
Aspect Partners
Virginia
$1.23K 15 +6 +67%
NRG
1013
Nemes Rush Group
Michigan
$1.15K 14 -2 -13%
AAP
1014
Arax Advisory Partners
Colorado
$1.08K 13 +13 New
FG
1015
Fairman Group
Pennsylvania
$1.07K 13 -430 -97%
TFA
1016
Transamerica Financial Advisors
Florida
$1K 1 – –
HWP
1017
Highline Wealth Partners
California
$821 10 – –
PA
1018
PSI Advisors
Florida
$657 8 – –
ECM
1019
Everence Capital Management
Indiana
$653 7,950 – –
TWD
1020
True Wealth Design
Ohio
$575 7 +3 +75%
JWM
1021
Janiczek Wealth Management
Colorado
$493 6 +1 +20%
CFD
1022
Creative Financial Designs
Indiana
$493 6 +6 New
A
1023
AlphaQuest
New York
$411 5 -3,626 -100%
NL
1024
NVWM LLC
Pennsylvania
$411 5 -95 -95%
WWM
1025
Wolff Wiese Magana
California
$411 5 -10 -67%
39 40
41
42 43