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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
DWM
1076
Dogwood Wealth Management
Kansas
$2
CCM
1077
Cinctive Capital Management
New York
-$8.51M -103,637 Closed
DRP
1078
Decade Renewable Partners
Texas
-$8.02M -97,711 Closed
AIG
1079
American International Group
New York
-$7.98M -97,139 Closed
TPSF
1080
Texas Permanent School Fund
Texas
-$5.35M -65,203 Closed
DA
1081
Duality Advisers
Florida
-$4.49M -54,659 Closed
N
1082
Natixis
France
-$3.39M -41,272 Closed
PHK
1083
Point72 Hong Kong
Hong Kong
-$2.86M -34,880 Closed
SAM
1084
Synergy Asset Management
Washington
-$2.76M -33,605 Closed
OQS
1085
Occudo Quantitative Strategies
Florida
-$2.59M -31,567 Closed
MFS
1086
Mirabella Financial Services
United Kingdom
-$2.09M -25,507 Closed
CM
1087
Caption Management
Oklahoma
-$1.48M -18,000 Closed
VFM
1088
Viking Fund Management
North Dakota
-$1.4M -17,000 Closed
HCM
1089
Highview Capital Management
Illinois
-$1.21M -14,680 Closed
GCP
1090
GSA Capital Partners
United Kingdom
-$1.06M -12,968 Closed
BCM
1091
Brasada Capital Management
Texas
-$1.06M -12,960 Closed
MLICM
1092
Metropolitan Life Insurance Company (MetLife)
New York
-$1.04M -12,722 Closed
FA
1093
FDx Advisors
Illinois
-$997K -12,138 Closed
MWM
1094
Mattern Wealth Management
Kansas
-$988K -12,028 Closed
CFSG
1095
Community Financial Services Group
Vermont
-$923K -11,238 Closed
USAA
1096
United Services Automobile Association
Texas
-$837K -10,191 Closed
Wolverine Trading
1097
Wolverine Trading
Illinois
-$794K -9,773 Closed
VHAM
1098
Van Hulzen Asset Management
California
-$793K -9,659 Closed
LAS
1099
Lloyd Advisory Services
Georgia
-$632K -7,690 Closed
LNC
1100
Lincoln National Corp
Pennsylvania
-$531K -6,466 Closed

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.