WEC icon

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 %
MWA
1076
Midland Wealth Advisors
Illinois
– – -2,862 Closed
KIA
1077
KLR Investment Advisors
Rhode Island
– – -2,772 Closed
BIM
1078
Baldwin Investment Management
Pennsylvania
– – -2,704 Closed
CGL
1079
Clarius Group LLC
Washington
– – -2,617 Closed
MAM
1080
Martingale Asset Management
Massachusetts
– – -2,612 Closed
C
1081
CEDRUS
Colorado
– – -2,584 Closed
FDDB
1082
Fidelity D&D Bancorp
Pennsylvania
– – -2,528 Closed
PVI
1083
Pine Valley Investments
New Jersey
– – -2,490 Closed
ATC
1084
Argent Trust Co
Tennessee
– – -2,486 Closed
OCG
1085
Opus Capital Group
Ohio
– – -2,447 Closed
CIC
1086
Carnegie Investment Counsel
Ohio
– – -2,434 Closed
WKWM
1087
Walter & Keenan Wealth Management
Indiana
– – -2,424 Closed
PWM
1088
Perigon Wealth Management
California
– – -2,390 Closed
TIA
1089
Tandem Investment Advisors
South Carolina
– – -2,386 Closed
HP
1090
Hilltop Partners
Indiana
– – -2,385 Closed
FWM
1091
Focused Wealth Management
New York
– – -2,035 Closed
TWM
1092
Tradition Wealth Management
Minnesota
– – -1,120 Closed
TSW
1093
Thompson Siegel & Walmsley
Virginia
– – -800 Closed
FBC
1094
Fairfield, Bush & Co
Connecticut
– – -642 Closed
GFL
1095
Granite FO LLC
New Hampshire
– – -500 Closed
GWS
1096
Glassman Wealth Services
Virginia
– – -469 Closed
VF
1097
VitalStone Financial
Texas
– – -371 Closed
BSB
1098
Bangor Savings Bank
Maine
– – -356 Closed
RFA
1099
Resurgent Financial Advisors
Georgia
– – -348 Closed
UIA
1100
Ulland Investment Advisors
Minnesota
– – -331 Closed
42 43
44
45 46