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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 %
DMBA
1026
Deseret Mutual Benefit Administrators
Utah
$45.9K – – –
AGWCA
1027
Annis Gardner Whiting Capital Advisors
Florida
$45.4K -$5.27K -56 -10%
SWA
1028
SOA Wealth Advisors
New York
$45.1K – – –
ETS
1029
ESL Trust Services
New York
$44.6K – – –
PSB
1030
Piscataqua Savings Bank
New Hampshire
$43.2K – – –
HI
1031
Hoey Investments
Pennsylvania
$42.3K +$42.3K +450 New
RMP
1032
Richards, Merrill & Peterson
Washington
$42.3K +$42.3K +450 New
EIM
1033
Essex Investment Management
Massachusetts
$40.4K – – –
SWM
1034
Spire Wealth Management
Virginia
$40.4K +$2.63K +28 +7%
MCA
1035
Maryland Capital Advisors
Maryland
$39.3K – – –
FFWM
1036
Future Financial Wealth Management
Ohio
$37.9K -$23.8K -253 -39%
LC
1037
Lavaca Capital
Texas
$37.6K +$37.6K +400 New
WBWA
1038
William B. Walkup & Associates
South Carolina
$37.4K – – –
HBW
1039
Hazlett, Burt & Watson
West Virginia
$36K +$95 +1 +0.3%
WA
1040
WPG Advisers
Maryland
$35.5K +$35.5K +378 New
OW
1041
Olistico Wealth
Oklahoma
$35K – – –
EC
1042
Elequin Capital
New York
$34K -$8.56K -91 -20%
WT
1043
Whittier Trust
California
$33.8K -$64.2K -683 -66%
AA
1044
Ancora Advisors
Ohio
$33.3K – – –
VWA
1045
Valued Wealth Advisors
Utah
$32.3K – – –
PFP
1046
Pinnacle Financial Partners
Tennessee
$31.5K – – –
CFFP
1047
Center for Financial Planning
Michigan
$31.3K – – –
VNA
1048
Valley National Advisers
Pennsylvania
$31K – – –
PFSC
1049
Peoples Financial Services Corp
Pennsylvania
$30.7K – – –
CT
1050
Coastline Trust
Rhode Island
$28.7K – – –
40 41
42
43 44