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WEC Energy
WEC

1,130 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, 433 increasing their positions, 341 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

73% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 86

27% more repeat investments, than reductions

Existing positions increased: 433 | Existing positions reduced: 341

26% more capital invested

Capital invested by funds: $19.3B → $24.2B (+$4.98B)

5% more funds holding

Funds holding: 1,075 → 1,130 (+55)

2.08% more ownership

Funds ownership: 77.75% → 79.82% (+2.1%)

47% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $129M

Holders
1,130
Holders Change
+55
Holders Change %
+5.12%
% 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
433
Reduced
341
Closed
86
Calls
$68.3M
Puts
$129M
Net Calls
-$60.2M
Net Calls Change
-$5.87M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$416M
2
Charles Schwab
Charles Schwab
California
+$169M
3
CIA
ClearBridge Investments (Australia)
Australia
+$165M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$138M
5
Invesco
Invesco
Georgia
+$83.4M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$91.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$71M
3
Renaissance Technologies
Renaissance Technologies
New York
-$49.6M
4
Amundi
Amundi
France
-$40M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1101
ORG Partners
Indiana
$3.08K +$2.84K +32 New
ME
1102
McIlrath & Eck
Washington
$2.6K – – –
BIA
1103
Bell Investment Advisors
California
$2.5K +$532 +6 +30%
MA
1104
MCF Advisors
Kentucky
$2.4K -$5.5K -62 -71%
SIC
1105
SJS Investment Consulting
Ohio
$2.12K +$177 +2 +10%
CFO
1106
CVA Family Office
Colorado
$2.12K +$1.42K +16 +267%
AW
1107
Avion Wealth
Texas
$2K -$532 -6 -20%
PCM
1108
Penserra Capital Management
California
$2K – – –
WCM
1109
Winthrop Capital Management
Indiana
$2K – – –
HWP
1110
Highline Wealth Partners
California
$1.92K +$886 +10 +100%
CHA
1111
Carmichael Hill & Associates
Maryland
$1.73K – – –
PA
1112
Pineridge Advisors
Missouri
$1.73K – – –
SL
1113
Salomon & Ludwin
Virginia
$1.73K – – –
AP
1114
Aspect Partners
Virginia
$1.44K – – –
CAM
1115
Creekmur Asset Management
Illinois
$1.44K – – –
FG
1116
Fairman Group
Pennsylvania
$1.25K – – –
NIC
1117
Northwest Investment Counselors
Oregon
$1.06K +$975 +11 New
PG
1118
Proffitt & Goodson
Tennessee
$1.06K +$975 +11 New
TFA
1119
Transamerica Financial Advisors
Florida
$1K – – –
TWD
1120
True Wealth Design
Ohio
$866 +$89 +1 +13%
FUBT
1121
First United Bank & Trust
Maryland
$769 – – –
PA
1122
PSI Advisors
Florida
$769 – – –
LFG
1123
Larson Financial Group
Missouri
$673 +$89 +1 +17%
CFD
1124
Creative Financial Designs
Indiana
$577 – – –
CA
1125
Claris Advisors
Missouri
$577 +$532 +6 New
43 44
45
46 47

WEC Hedge Fund Activity: Q3 2024 in Review

1,130 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2024, worth a combined $24.2B — up 26% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new WEC positions and 86 closed out — a net gain of 63 holders — while 433 added to existing stakes and 341 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $416M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $91.3M.

  • 1,130 institutional investors held WEC Energy (WEC) as of Q3 2024, up from 1,075 in Q2 2024.
  • Funds reported $24.2B of WEC Energy stock for Q3 2024, up 26% quarter-over-quarter.
  • 149 funds opened new WEC Energy positions in Q3 2024 and 86 closed out, a net change of +63 holders.
  • The largest WEC Energy buyer in Q3 2024 was Wellington Management Group, an estimated $416M added.
  • The largest WEC Energy seller in Q3 2024 was Qube Research & Technologies (QRT), an estimated $91.3M sold.

Based on aggregated 13F filings for Q3 2024.