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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 %
ANTB
1226
AMG National Trust Bank
Colorado
– -$204K -2,119 Closed
BBA
1227
BLB&B Advisors
Pennsylvania
– -$203K -2,113 Closed
TNBTD
1228
Trustmark National Bank Trust Department
Mississippi
– -$202K -2,100 Closed
TTWM
1229
TCV Trust & Wealth Management
Virginia
– -$201K -2,095 Closed
HR
1230
Howe & Rusling
New York
– -$201K -2,086 Closed
BRM
1231
Boston Research & Management
Massachusetts
– -$200K -2,082 Closed
NRS
1232
Neville Rodie & Shaw
New York
– -$200K -2,078 Closed
BWP
1233
Baldwin Wealth Partners
Massachusetts
– -$198K -2,058 Closed
RTL
1234
Red Tortoise LLC
Georgia
– -$146K -1,514 Closed
UCI
1235
Uncommon Cents Investing
Wisconsin
– -$130K -1,347 Closed
USB
1236
Union Savings Bank
Connecticut
– -$106K -1,100 Closed
AA
1237
Alta Advisers
United Kingdom
– -$96.2K -1,000 Closed
NS
1238
NBC Securities
Alabama
– -$79K -830 Closed
Loomis, Sayles & Company
1239
Loomis, Sayles & Company
Massachusetts
– -$79K -826 Closed
HGERS
1240
Householder Group Estate & Retirement Specialist
Arizona
– -$55K -578 Closed
FF
1241
Friedenthal Financial
New Jersey
– -$50.2K -522 Closed
NC
1242
nVerses Capital
Florida
– -$48.1K -500 Closed
MB
1243
Mizuho Bank
Japan
– -$48.1K -500 Closed
ATS
1244
Ashton Thomas Securities
New York
– -$45K -468 Closed
JIP
1245
Jaffetilchin Investment Partners
Florida
– -$24K -250 Closed
CPA
1246
Capital Performance Advisors
California
– -$23.6K -245 Closed
AF
1247
Arrow Financial
New York
– -$21.6K -225 Closed
NFA
1248
Northwest Financial Advisors
Virginia
– -$9.52K -99 Closed
APC
1249
Aspire Private Capital
North Carolina
– -$8.38K -87 Closed
HGA
1250
Hobbs Group Advisors
South Carolina
– -$7.98K -83 Closed
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