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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$13.7M -$218K -2,679 -2%
SSA
127
South Street Advisors
New York
$13.5M +$270K +3,322 +2%
MML Investors Services
128
MML Investors Services
Massachusetts
$13.5M +$659K +8,117 +5%
Asset Management One
129
Asset Management One
Japan
$12.9M -$388K -4,778 -3%
T. Rowe Price Investment Management
130
T. Rowe Price Investment Management
Maryland
$12.5M -$176M -2,170,778 -93%
LI
131
Leeward Investments
Massachusetts
$12.3M -$576K -7,090 -4%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$12.1M +$560K +6,897 +5%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$11.9M +$2.31M +28,405 +23%
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$11.9M +$4.19M +51,603 +51%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$11.9M +$9.67M +119,032 +368%
BBL
136
Beck Bode LLC
Massachusetts
$11.6M +$12M +148,271 New
VanEck Associates
137
VanEck Associates
New York
$11.3M +$3.08M +37,939 +36%
Mariner
138
Mariner
Kansas
$11.2M -$318K -3,913 -3%
EAM
139
Eagle Asset Management
Florida
$10.9M -$62.5K -770 -0.5%
Acadian Asset Management
140
Acadian Asset Management
Massachusetts
$10.9M +$11.2M +137,602 +9,971%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$10.8M -$272K -3,343 -2%
GC
142
Guggenheim Capital
Illinois
$10.6M +$296K +3,642 +3%
Baillie Gifford & Co
143
Baillie Gifford & Co
United Kingdom
$10.6M -$2.43M -29,893 -18%
BCM
144
Brookstone Capital Management
Illinois
$10.3M -$31K -382 -0.3%
AWM
145
AE Wealth Management
Kansas
$10M +$219K +2,701 +2%
RAM
146
Resona Asset Management
Japan
$9.96M -$577K -7,097 -5%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$9.93M +$1.89M +23,318 +22%
TC
148
Teilinger Capital
Texas
$9.81M +$10.2M +125,000 New
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.61M -$24.3K -299 -0.2%
Allspring Global Investments
150
Allspring Global Investments
North Carolina
$9.49M -$3.68M -45,270 -27%

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.