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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 %
APW
1001
Atlantic Private Wealth
North Carolina
$26.9K +$193 +2 +0.7%
ADL
1002
Asset Dedication LLC
California
$26.5K – – –
SIS
1003
Sound Income Strategies
Florida
$26.1K -$8.86K -92 -25%
PMFA
1004
Plante Moran Financial Advisors
Michigan
$25.4K +$769 +8 +3%
PGAM
1005
Princeton Global Asset Management
New Jersey
$24.9K +$96 +1 +0.4%
JIP
1006
Jaffetilchin Investment Partners
Florida
$24K +$24K +250 New
CBT
1007
CoreFirst Bank & Trust
Kansas
$23.6K +$23.6K +245 New
CPA
1008
Capital Performance Advisors
California
$23.6K +$23.6K +245 New
CFB
1009
Cullen/Frost Bankers
Texas
$23.5K +$3.75K +39 +19%
WOC
1010
West Oak Capital
California
$23.3K +$7.23K +7,520 +45%
TFIPS
1011
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.1K – – –
MHR
1012
Matthew Hamilton Rosenberg
$22.1K – – –
SC
1013
Stephens Consulting
Michigan
$21.9K – – –
BWAM
1014
Boyd Watterson Asset Management
Ohio
$21.9K – – –
AF
1015
Arrow Financial
New York
$21.6K -$2.41K -25 -10%
AWM
1016
Atticus Wealth Management
Florida
$20.2K -$962 -10 -5%
FFO
1017
Fortitude Family Office
Arizona
$20.2K +$12.5K +130 +163%
HWA
1018
HHM Wealth Advisors
Tennessee
$19.4K +$4.04K +42 +26%
BONH
1019
Bank of New Hampshire
New Hampshire
$19.2K -$333K -3,460 -95%
LWMI
1020
Legacy Wealth Management (Idaho)
Idaho
$18.9K +$18.9K +194 New
LIS
1021
Legacy Investment Solutions
Idaho
$18.9K +$18.9K +194 New
WWM
1022
Wolff Wiese Magana
California
$18.6K +$18.1K +188 +3,760%
FFA
1023
Frazier Financial Advisors
Ohio
$18.4K +$18.4K +192 New
MCM
1024
MV Capital Management
Maryland
$18.4K +$673 +7 +4%
JWA
1025
JFS Wealth Advisors
Pennsylvania
$18.2K +$10.4K +108 +133%
39 40
41
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