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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 %
MTIC
1151
Missouri Trust & Investment Company
Missouri
$2.45K +$2.45K +26 New
HNB
1152
Hilltop National Bank
Wyoming
$2.35K -$70.5K -750 -97%
WCM
1153
Winthrop Capital Management
Indiana
$2K – – –
AW
1154
Avion Wealth
Texas
$2K +$345 +5 +21%
SO
1155
Sierra Ocean
California
$1.89K +$1.89K +20 New
HWP
1156
Highline Wealth Partners
California
$1.88K – – –
PA
1157
Pineridge Advisors
Missouri
$1.71K – – –
SIC
1158
SJS Investment Consulting
Ohio
$1.69K -$376 -4 -18%
NC
1159
NewSquare Capital
Pennsylvania
$1.69K +$1.69K +18 New
FFC
1160
First Financial Corp
Indiana
$1.6K -$3.76K -40 -70%
HHGA
1161
Halbert Hargrove Global Advisors
California
$1.51K +$1.51K +16 New
LCM
1162
Logan Capital Management
Pennsylvania
$1.42K +$1.42K +15 New
AP
1163
Aspect Partners
Virginia
$1.41K – – –
CAM
1164
Creekmur Asset Management
Illinois
$1.41K – – –
WCM
1165
WealthTrak Capital Management
Virginia
$1.41K +$1.41K +15 New
CF
1166
Conquis Financial
California
$1.32K +$1.32K +14 New
BIA
1167
Bell Investment Advisors
California
$1.22K -$1.22K -13 -50%
BLC
1168
Brown, Lisle/Cummings
Rhode Island
$1.22K +$1.22K +13 New
TWD
1169
True Wealth Design
Ohio
$941 +$94 +1 +11%
FUBT
1170
First United Bank & Trust
Maryland
$752 – – –
PA
1171
PSI Advisors
Florida
$752 – – –
PWA
1172
Principia Wealth Advisory
Texas
$658 +$658 +7 New
FG
1173
Fairman Group
Pennsylvania
$564 -$658 -7 -54%
CFD
1174
Creative Financial Designs
Indiana
$564 – – –
PPA
1175
Painted Porch Advisors
California
$564 +$564 +6 New
45 46
47
48 49