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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
Corient Private Wealth
101
Corient Private Wealth
Florida
$19.5M -$385K -4,744 -2%
Citigroup
102
Citigroup
New York
$19.5M +$3.28M +40,326 +19%
Squarepoint
103
Squarepoint
New York
$19.5M -$1.98M -24,333 -9%
HNB
104
Huntington National Bank
Ohio
$19.1M -$528K -6,498 -3%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$19M -$3.33M -40,951 -14%
ELI
106
Empire Life Investments
Ontario, Canada
$18.5M -$1.04M -12,768 -5%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$18.4M +$1.02M +12,591 +6%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$18.2M -$599K -7,380 -3%
Assenagon Asset Management
109
Assenagon Asset Management
Luxembourg
$18.2M +$18.2M +224,410 +2,950%
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$17.9M +$8.96M +110,276 +93%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$17.8M +$475K +5,843 +3%
Prudential Financial
112
Prudential Financial
New Jersey
$17.7M -$1.1M -13,510 -6%
Fidelity International
113
Fidelity International
Bermuda
$17.7M +$2.71M +33,376 +17%
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$17M +$807K +9,934 +5%
Tudor Investment Corp
115
Tudor Investment Corp
Connecticut
$16.8M +$17.3M +213,549 New
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$16.4M +$1.25M +15,329 +8%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4M -$18.8M -230,827 -54%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$14.9M +$125K +1,541 +0.8%
CAM
119
Cidel Asset Management
Ontario, Canada
$14.8M -$6.59M -81,174 -30%
Jane Street
120
Jane Street
New York
$14.8M +$1.94M +23,935 +15%
Osaic Holdings
121
Osaic Holdings
Arizona
$14.5M -$620K -7,629 -4%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$14.2M +$119K +1,471 +0.8%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$14.2M +$461K +5,675 +3%
Canada Life
124
Canada Life
Manitoba, Canada
$14.2M +$1.32M +16,277 +10%
HAI
125
Hennessy Advisors Inc
California
$13.9M -$561K -6,900 -4%

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.