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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
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$9.41M +$393K +4,835 +4%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$9.24M +$675K +8,312 +8%
Marshall Wace
153
Marshall Wace
United Kingdom
$9.17M -$1M -12,357 -10%
NIG
154
NFJ Investment Group
Texas
$9.15M -$584K -7,185 -6%
BTW
155
Boston Trust Walden
Massachusetts
$9.14M +$52.4K +645 +0.6%
Aberdeen Group
156
Aberdeen Group
United Kingdom
$9.14M -$1.12M -13,812 -11%
NAS
157
Nicolet Advisory Services
Wisconsin
$9.07M +$205K +2,521 +2%
OAC
158
OMERS Administration Corp
Ontario, Canada
$9.06M +$888K +10,931 +10%
RT
159
Rockland Trust
Massachusetts
$8.91M +$187K +2,297 +2%
FAF
160
Första AP-fonden
Sweden
$8.84M +$1.34M +16,500 +17%
Holocene Advisors
161
Holocene Advisors
New York
$8.77M -$1.73M -21,355 -16%
MDCM
162
Morgan Dempsey Capital Management
Wisconsin
$8.69M +$4.42M +54,373 +96%
DIA
163
Dean Investment Associates
Ohio
$8.66M -$462K -5,693 -5%
TI
164
Trexquant Investment
Connecticut
$8.63M +$2.4M +29,597 +37%
TC
165
TownSquare Capital
Utah
$8.52M +$1.77M +21,765 +25%
HPCM
166
Hunter Perkins Capital Management
Illinois
$8.41M -$177K -2,180 -2%
II
167
IFM Investors
Australia
$8.39M +$25K +308 +0.3%
VOYA Investment Management
168
VOYA Investment Management
Georgia
$8.38M +$435K +5,359 +5%
RA
169
Rovida Advisors
Florida
$7.92M +$8.2M +101,000 New
State of New Jersey Common Pension Fund D
170
State of New Jersey Common Pension Fund D
New Jersey
$7.92M -$4.8M -59,080 -37%
Truist Financial
171
Truist Financial
North Carolina
$7.86M +$770K +9,480 +10%
SSA
172
Schonfeld Strategic Advisors
New York
$7.85M +$7.91M +97,363 +3,577%
HWM
173
HFR Wealth Management
New York
$7.7M +$109K +1,342 +1%
SO
174
STRS Ohio
Ohio
$7.67M +$2.5M +30,737 +46%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$7.64M +$126K +1,551 +2%

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.