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WEC Energy
WEC

Overview Fund Activity

1,068 hedge funds and large institutions have $19.2B invested in WEC Energy in 2024 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 418 increasing their positions, 329 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+37
Holders Change %
+3.59%
% 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
418
Reduced
329
Closed
65
Calls
$25.4M
Puts
$79.8M
Net Calls
-$54.4M
Net Calls Change
-$27.8M

Top Buyers

1
SCP
Soroban Capital Partners
New York
$140M
2
ZP
Zimmer Partners
New York
$94M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$94.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$66.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$157M

Top Sellers

1
Invesco
Invesco
Georgia
$232M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$12.5M
3
MAM
Magellan Asset Management
Australia
$187M
4
Millennium Management
Millennium Management
New York
$33.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
1051
Transamerica Financial Advisors
Florida
$1K – – –
UWS
1052
Unique Wealth Strategies
Illinois
$821 +$821 +10 New
HWP
1053
Highline Wealth Partners
California
$785 – – –
ECM
1054
Everence Capital Management
Indiana
$657 – – –
FUBT
1055
First United Bank & Trust
Maryland
$628 -$25K -319 -98%
FGAM
1056
Financial Gravity Asset Management
Texas
$628 -$3.53K -45 -85%
PA
1057
PSI Advisors
Florida
$628 – – –
TWD
1058
True Wealth Design
Ohio
$628 +$79 +1 +14%
CFO
1059
CVA Family Office
Colorado
$471 -$1.1K -14 -70%
JWM
1060
Janiczek Wealth Management
Colorado
$471 – – –
CFD
1061
Creative Financial Designs
Indiana
$471 – – –
LFG
1062
Larson Financial Group
Missouri
$471 +$314 +4 +200%
WWM
1063
Wolff Wiese Magana
California
$393 – – –
NL
1064
NVWM LLC
Pennsylvania
$392 – – –
WA
1065
WestEnd Advisors
North Carolina
$314 -$79 -1 -20%
Kayne Anderson Rudnick Investment Management
1066
Kayne Anderson Rudnick Investment Management
California
$314 – – –
NMG
1067
New Millennium Group
Utah
$235 +$235 +3 New
FHC
1068
First Heartland Consultants
Missouri
$219 -$18 -224 -7%
DWM
1069
Dogwood Wealth Management
Kansas
$2 -$2 – –
CCM
1070
Cinctive Capital Management
New York
– -$8.51M -103,637 Closed
DRP
1071
Decade Renewable Partners
Texas
– -$8.02M -97,711 Closed
AIG
1072
American International Group
New York
– -$7.98M -97,139 Closed
DA
1073
Duality Advisers
Florida
– -$4.49M -54,659 Closed
N
1074
Natixis
France
– -$3.39M -41,272 Closed
PHK
1075
Point72 Hong Kong
Hong Kong
– -$2.86M -34,880 Closed
41 42
43
44 45