WEC icon

WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$138M
3
BlackRock
3
BlackRock
New York
$2.84B
4
MPI
4
Mairs & Power Inc
Minnesota
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$370M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$595M
2
ZP
2
Zimmer Partners
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$160M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$20.1M
5
MAM
5
Magellan Asset Management
Australia
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOJHT
1001
Bank of Jackson Hole Trust
Wyoming
$59.4K +$59.4K +632 New
FNWA
1002
Financial Network Wealth Advisors
Utah
$59.2K -$83.3K -886 -58%
GKIM
1003
GW&K Investment Management
Massachusetts
$58K +$94 +1 +0.2%
PWMG
1004
Prestige Wealth Management Group
New Jersey
$57.6K – – –
HCM
1005
Hollencrest Capital Management
California
$57.6K – – –
TLA
1006
Tanglewood Legacy Advisors
Texas
$56.4K – – –
FWA
1007
Flagship Wealth Advisors
Massachusetts
$56.4K +$56.4K +600 New
PFBT
1008
Parkside Financial Bank & Trust
Missouri
$55.5K +$8.28K +88 +18%
CFB
1009
Cullen/Frost Bankers
Texas
$55.5K +$32.4K +345 +141%
TC
1010
Trust Company
Kansas
$55.3K – – –
AIM
1011
Anchor Investment Management
South Carolina
$55.2K – – –
SJIM
1012
St. Johns Investment Management
Florida
$54.5K – – –
OLVIG
1013
Oliver Lagore Vanvalin Investment Group
Michigan
$54.4K – – –
CSWM
1014
Cassady Schiller Wealth Management
Ohio
$54.4K +$1.32K +14 +2%
CB
1015
CNB Bank
Pennsylvania
$53.2K – – –
CH
1016
Cromwell Holdings
Wyoming
$52.5K – – –
API
1017
Asset Planning Inc
California
$52.5K +$52.5K +558 New
SWM
1018
Sugarloaf Wealth Management
Georgia
$52K – – –
WI
1019
Wintrust Investments
Illinois
$52K +$6.5K +70 +14%
HI
1020
Human Investing
Oregon
$51.7K +$51.7K +550 New
CTWM
1021
Cherry Tree Wealth Management
Minnesota
$51.5K – – –
BGAI
1022
Bruce G. Allen Investments
Colorado
$51.2K +$376 +4 +0.7%
BC
1023
Barrett & Company
Rhode Island
$50.8K – – –
PCM
1024
Perritt Capital Management
Illinois
$49.3K +$376 +4 +0.8%
SIC
1025
Salem Investment Counselors
North Carolina
$48.7K – – –
39 40
41
42 43