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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 %
ANBT
1101
American National Bank & Trust
Texas
– – -317 Closed
TVAMP
1102
Tennessee Valley Asset Management Partners
Tennessee
– – -303 Closed
SIM
1103
Studio Investment Management
Illinois
– – -297 Closed
WB
1104
Webster Bank
Connecticut
– – -282 Closed
ODG
1105
O'Dell Group
Ohio
– – -200 Closed
WIA
1106
Wetzel Investment Advisors
Indiana
– – -167 Closed
GG
1107
Greenwood Gearhart
Arkansas
– – -137 Closed
NFA
1108
Northwest Financial Advisors
Virginia
– – -134 Closed
CIR
1109
Clear Investment Research
Georgia
– – -128 Closed
MWM
1110
Mascoma Wealth Management
New Hampshire
– – -125 Closed
BWP
1111
Baldwin Wealth Partners
Massachusetts
– – -125 Closed
OPTFSNA
1112
Old Point Trust & Financial Services N A
Virginia
– – -120 Closed
TIM
1113
Tortoise Investment Management
New York
– – -110 Closed
GBT
1114
Grove Bank & Trust
Florida
– – -93 Closed
RIM
1115
Rockbridge Investment Management
New York
– – -69 Closed
OP
1116
ORG Partners
Indiana
– – -63 Closed
NMG
1117
New Millennium Group
Utah
– – -62 Closed
CJ
1118
Caitlin John
Michigan
– – -54 Closed
LA
1119
LM Advisors
California
– – -40 Closed
AIMA
1120
Ables Iannone Moore & Associates
Georgia
– – -38 Closed
AT
1121
Arlington Trust
Alabama
– – -30 Closed
VNIM
1122
Vaughan Nelson Investment Management
Texas
– – -14 Closed
LCM
1123
Logan Capital Management
Pennsylvania
– – -9 Closed
TCWA
1124
Turtle Creek Wealth Advisors
Texas
– – -9 Closed
TWP
1125
TFO Wealth Partners
Ohio
– – -5 Closed
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