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WEC Energy
WEC

Overview Fund Activity

1,186 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 460 increasing their positions, 354 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,186
Holders Change
+64
Holders Change %
+5.7%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.15%
New
159
Increased
460
Reduced
354
Closed
77
Calls
$39.9M
Puts
$58.5M
Net Calls
-$18.6M
Net Calls Change
+$41.7M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.04B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$138M
3
BlackRock
3
BlackRock
New York
$2.84B
4
MPI
4
Mairs & Power Inc
Minnesota
$71.8M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$370M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$595M
2
ZP
2
Zimmer Partners
New York
$0
3
American Century Companies
3
American Century Companies
Missouri
$160M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$20.1M
5
MAM
5
Magellan Asset Management
Australia
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
1126
Horizon Bancorp
Indiana
$6K – – –
CWC
1127
Carolinas Wealth Consulting
North Carolina
$5.93K +$376 +4 +7%
AIC
1128
Archer Investment Corporation
Indiana
$5.86K – – –
PWMG
1129
Private Wealth Management Group
New Jersey
$5.83K +$2.63K +28 +82%
1IA
1130
1620 Investment Advisors
Massachusetts
$5.55K -$752 -8 -12%
T
1131
Transce3nd
Texas
$5.36K +$5.36K +57 New
AWM
1132
Abound Wealth Management
Tennessee
$5.19K -$94 -1 -2%
GIA
1133
GHP Investment Advisors
Colorado
$5.17K -$1.22K -13 -19%
WA
1134
Whipplewood Advisors
Colorado
$5.08K +$5.08K +54 New
CMBA
1135
C.M. Bidwell & Associates
Hawaii
$4.98K – – –
SS
1136
Sunbelt Securities
Texas
$4.81K – – –
AEPWM
1137
Atlantic Edge Private Wealth Management
Florida
$4.23K -$6.58K -70 -61%
RWS
1138
Retirement Wealth Solutions
Wisconsin
$4.03K +$4.03K +43 New
KFP
1139
Keener Financial Planning
Texas
$4K – – –
WTFG
1140
Wood Tarver Financial Group
Idaho
$4K +$4K +45 New
GEA
1141
Glen Eagle Advisors
New Jersey
$3.76K – – –
MA
1142
MCF Advisors
Kentucky
$3.39K +$1.04K +11 +44%
TCA
1143
Trifecta Capital Advisors
Illinois
$3.2K – – –
WWP
1144
WR Wealth Planners
Missouri
$3.2K -$10.3K -110 -76%
RWM
1145
Ruedi Wealth Management
Illinois
$3.2K – – –
GTAM
1146
Global Trust Asset Management
Florida
$3.01K -$2.76M -29,396 -100%
OP
1147
ORG Partners
Indiana
$3.01K – – –
BWL
1148
Bogart Wealth LLC
Virginia
$2.73K +$2.73K +29 New
NCM
1149
Northwest Capital Management
Oregon
$2.54K -$6.4K -68 -72%
ME
1150
McIlrath & Eck
Washington
$2.54K – – –
44 45
46
47 48