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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 %
TPI
1051
Trust Point Inc
Wisconsin
– – -9,568 Closed
CSS
1052
Cubist Systematic Strategies
Connecticut
– – -9,152 Closed
SAG
1053
SageView Advisory Group
California
– – -9,123 Closed
LTAS
1054
Linden Thomas Advisory Services
North Carolina
– – -8,214 Closed
BC
1055
Bridgefront Capital
Texas
– – -8,150 Closed
FI
1056
FJ Investments
Utah
– – -8,100 Closed
FLC
1057
Fifth Lane Capital
Texas
– – -7,729 Closed
BL
1058
Balentine LLC
Georgia
– – -6,518 Closed
NWM
1059
Northcape Wealth Management
New York
– – -5,530 Closed
DCM
1060
Donaldson Capital Management
Indiana
– – -4,728 Closed
DWA
1061
Douglass Winthrop Advisors
New York
– – -4,601 Closed
BCM
1062
Becker Capital Management
Oregon
– – -4,587 Closed
SWP
1063
Significant Wealth Partners
Illinois
– – -4,357 Closed
Tudor Investment Corp
1064
Tudor Investment Corp
Connecticut
– – -4,268 Closed
AWA
1065
Arete Wealth Advisors
Illinois
– – -4,053 Closed
BHCM
1066
Brevan Howard Capital Management
Jersey
– – -3,623 Closed
GS
1067
GTS Securities
New York
– – -3,594 Closed
OFS
1068
OneAscent Financial Services
Alabama
– – -3,451 Closed
PCI
1069
Planning Center Inc
Illinois
– – -3,393 Closed
VFA
1070
Valeo Financial Advisors
Indiana
– – -3,302 Closed
AC
1071
AXQ Capital
New Jersey
– – -3,300 Closed
BBA
1072
BLB&B Advisors
Pennsylvania
– – -3,156 Closed
QCM
1073
Qsemble Capital Management
New York
– – -3,122 Closed
CCM
1074
Carlson Capital Management
Minnesota
– – -2,973 Closed
EA
1075
Everpar Advisors
Oklahoma
– – -2,879 Closed
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