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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
CHA
1051
Carmichael Hill & Associates
Maryland
$1.41K
SL
1052
Salomon & Ludwin
Virginia
$1.41K -$10.2K -125 -87%
PA
1053
Pineridge Advisors
Missouri
$1.41K
BWP
1054
Baldwin Wealth Partners
Massachusetts
$1.41K +$1.46K +18 New
AP
1055
Aspect Partners
Virginia
$1.18K
CAM
1056
Creekmur Asset Management
Illinois
$1.18K +$1.22K +15 New
FG
1057
Fairman Group
Pennsylvania
$1.02K
TFA
1058
Transamerica Financial Advisors
Florida
$1K
UWS
1059
Unique Wealth Strategies
Illinois
$821 +$812 +10 New
HWP
1060
Highline Wealth Partners
California
$785
ECM
1061
Everence Capital Management
Indiana
$657
FUBT
1062
First United Bank & Trust
Maryland
$628 -$25.9K -319 -98%
FGAM
1063
Financial Gravity Asset Management
Texas
$628 -$3.65K -45 -85%
PA
1064
PSI Advisors
Florida
$628
TWD
1065
True Wealth Design
Ohio
$628 +$81 +1 +14%
CFO
1066
CVA Family Office
Colorado
$471 -$1.14K -14 -70%
CFD
1067
Creative Financial Designs
Indiana
$471
JWM
1068
Janiczek Wealth Management
Colorado
$471
LFG
1069
Larson Financial Group
Missouri
$471 +$325 +4 +200%
WWM
1070
Wolff Wiese Magana
California
$393
NL
1071
NVWM LLC
Pennsylvania
$392
WA
1072
WestEnd Advisors
North Carolina
$314 -$81 -1 -20%
Kayne Anderson Rudnick Investment Management
1073
Kayne Anderson Rudnick Investment Management
California
$314
NMG
1074
New Millennium Group
Utah
$235 +$244 +3 New
FHC
1075
First Heartland Consultants
Missouri
$219 -$18.2K -224 -7%

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.