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WEC Energy
WEC

Overview Fund Activity

1,122 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, 431 increasing their positions, 336 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+54
Holders Change %
+5.06%
% of All Funds
16.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.1%
New
149
Increased
431
Reduced
336
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$454M
2
Charles Schwab
Charles Schwab
California
$363M
3
CIA
ClearBridge Investments (Australia)
Australia
$179M
4
Federated Hermes
Federated Hermes
Pennsylvania
$152M
5
Invesco
Invesco
Georgia
$375M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$93.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.89M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Amundi
Amundi
France
$25M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
1076
Global Financial Private Client
Florida
$5.58K +$1.92K +20 +53%
FFC
1077
First Financial Corp
Indiana
$5.48K – – –
AWM
1078
Abound Wealth Management
Tennessee
$5.4K +$675 +7 +14%
MWA
1079
MFA Wealth Advisors
Pennsylvania
$5.1K – – –
CMBA
1080
C.M. Bidwell & Associates
Hawaii
$5.1K +$5.1K +53 New
CAL
1081
Capital Analysts LLC
Pennsylvania
$5K +$1.28K +13 +34%
SS
1082
Sunbelt Securities
Texas
$4.91K – – –
KFP
1083
Keener Financial Planning
Texas
$4K – – –
HWA
1084
Heritage Wealth Advisors
Virginia
$3.94K +$3.94K +41 New
GEA
1085
Glen Eagle Advisors
New Jersey
$3.85K -$1.64K -17 -30%
RWA
1086
Redmont Wealth Advisors
Illinois
$3.56K – – –
PFG
1087
Peterson Financial Group
Iowa
$3.3K +$3.3K +34 New
PWMG
1088
Private Wealth Management Group
New Jersey
$3.27K – – –
TCA
1089
Trifecta Capital Advisors
Illinois
$3.27K – – –
RWM
1090
Ruedi Wealth Management
Illinois
$3.27K -$3.27K -34 -50%
CFG
1091
Copley Financial Group
California
$3.27K +$3.27K +34 New
IAIM
1092
International Assets Investment Management
Florida
$3.16K +$3.13K +300,574 +10,220%
OP
1093
ORG Partners
Indiana
$3.08K +$3.08K +32 New
ME
1094
McIlrath & Eck
Washington
$2.6K – – –
BIA
1095
Bell Investment Advisors
California
$2.5K +$577 +6 +30%
MA
1096
MCF Advisors
Kentucky
$2.41K -$5.96K -62 -71%
SIC
1097
SJS Investment Consulting
Ohio
$2.12K +$192 +2 +10%
CFO
1098
CVA Family Office
Colorado
$2.12K +$1.54K +16 +267%
AW
1099
Avion Wealth
Texas
$2K -$500 -6 -20%
PCM
1100
Penserra Capital Management
California
$2K – – –
42 43
44
45 46