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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
WG
1101
Winton Group
United Kingdom
-$464K -5,646 Closed
SWA
1102
Stratos Wealth Advisors
Ohio
-$446K -5,426 Closed
BTWM
1103
Baker Tilly Wealth Management
Wisconsin
-$369K -4,488 Closed
WMA
1104
West Michigan Advisors
Michigan
-$364K -4,431 Closed
TSS
1105
Two Sigma Securities
New York
-$352K -4,282 Closed
HR
1106
Howe & Rusling
New York
-$337K -4,105 Closed
CWM
1107
Congress Wealth Management
Massachusetts
-$323K -3,931 Closed
QI
1108
Qtron Investments
Massachusetts
-$275K -3,348 Closed
SFI
1109
Siemens Fonds Invest
Germany
-$271K -3,299 Closed
LFA
1110
LGT Financial Advisors
Texas
-$265K -3,222 Closed
CCI
1111
Credit Capital Investments
New Jersey
-$263K -3,200 Closed
DAC
1112
Dividend Assets Capital
South Carolina
-$256K -3,112 Closed
CWM
1113
Connecticut Wealth Management
Connecticut
-$243K -2,953 Closed
SW
1114
SVB Wealth
Massachusetts
-$231K -2,818 Closed
DAS
1115
Diversify Advisory Services
Utah
-$225K -2,755 Closed
FHA
1116
Flagship Harbor Advisors
Massachusetts
-$220K -2,674 Closed
TWP
1117
Tyche Wealth Partners
Texas
-$220K -2,674 Closed
MWM
1118
MBE Wealth Management
Wisconsin
-$219K -2,662 Closed
SIA
1119
Spectrum Investment Advisors
Wisconsin
-$218K -2,651 Closed
FPAS
1120
Focus Partners Advisor Solutions
Missouri
-$217K -2,638 Closed
RIA
1121
Regal Investment Advisors
Michigan
-$213K -2,599 Closed
NPF
1122
Norris Perne & French
Michigan
-$209K -2,542 Closed
FIB
1123
First Interstate Bank
Montana
-$207K -2,525 Closed
IWN
1124
Independent Wealth Network
Iowa
-$204K -2,480 Closed
IWM
1125
Integris Wealth Management
California
-$203K -2,477 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.