WEC Energy
1,130 hedge funds and large institutions have $24.2B invested in WEC Energy in 2024 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 433 increasing their positions, 341 reducing their positions, and 86 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
73% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 86
27% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 341
26% more capital invested
Capital invested by funds: $19.3B → $24.2B (+$4.98B)
5% more funds holding
Funds holding: 1,075 → 1,130 (+55)
2.08% more ownership
Funds ownership: 77.75% → 79.82% (+2.1%)
47% less call options, than puts
Call options by funds: $68.3M | Put options by funds: $129M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$416M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$169M |
| 3 |
CIA
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$165M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$138M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$83.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$91.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$71M |
| 3 |
Renaissance Technologies
New York
|
-$49.6M |
| 4 |
Amundi
Paris,
France
|
-$40M |
| 5 |
WorldQuant Millennium Advisors
New York
|
-$37.4M |
WEC Hedge Fund Activity: Q3 2024 in Review
1,130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2024, worth a combined $24.2B — up 26% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new WEC positions and 86 closed out — a net gain of 63 holders — while 433 added to existing stakes and 341 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $416M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $91.3M.
- 1,130 institutional investors held WEC Energy (WEC) as of Q3 2024, up from 1,075 in Q2 2024.
- Funds reported $24.2B of WEC Energy stock for Q3 2024, up 26% quarter-over-quarter.
- 149 funds opened new WEC Energy positions in Q3 2024 and 86 closed out, a net change of +63 holders.
- The largest WEC Energy buyer in Q3 2024 was Wellington Management Group, an estimated $416M added.
- The largest WEC Energy seller in Q3 2024 was Qube Research & Technologies (QRT), an estimated $91.3M sold.
Based on aggregated 13F filings for Q3 2024.