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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
MFG
1026
Mendota Financial Group
Wisconsin
$4.71K
TAM
1027
Tucker Asset Management
Colorado
$4.63K +$1.79K +22 +59%
CP
1028
Camelot Portfolios
Ohio
$4.63K +$4.79K +59 New
VAMG
1029
Voisard Asset Management Group
Michigan
$4.55K
GEA
1030
Glen Eagle Advisors
New Jersey
$4.47K -$3.82K -47 -45%
FFC
1031
First Financial Corp
Indiana
$4.47K
CWC
1032
Carolinas Wealth Consulting
North Carolina
$4.24K +$975 +12 +29%
MWA
1033
MFA Wealth Advisors
Pennsylvania
$4.16K +$4.3K +53 New
SS
1034
Sunbelt Securities
Texas
$4K
AWM
1035
Abound Wealth Management
Tennessee
$3.85K
VWM
1036
Valley Wealth Managers
New Jersey
$3.14K +$3.25K +40 New
KFP
1037
Keener Financial Planning
Texas
$3K -$6.01K -74 -60%
CAL
1038
Capital Analysts LLC
Pennsylvania
$3K
GFPC
1039
Global Financial Private Client
Florida
$2.98K
RWA
1040
Redmont Wealth Advisors
Illinois
$2.9K
PWMG
1041
Private Wealth Management Group
New Jersey
$2.67K
TCA
1042
Trifecta Capital Advisors
Illinois
$2.67K
ME
1043
McIlrath & Eck
Washington
$2.12K -$2.76K -34 -56%
PCM
1044
Penserra Capital Management
California
$2K
AW
1045
Avion Wealth
Texas
$2K +$487 +6 +25%
WCM
1046
Winthrop Capital Management
Indiana
$2K +$2.03K +25 New
RCM
1047
Raleigh Capital Management
North Carolina
$1.96K +$406 +5 +25%
BIA
1048
Bell Investment Advisors
California
$1.57K -$487 -6 -23%
SIC
1049
SJS Investment Consulting
Ohio
$1.57K
PCMC
1050
Planning Capital Management Corporation
Pennsylvania
$1.49K

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.