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WEC Energy
WEC

Overview Fund Activity

1,031 hedge funds and large institutions have $20.2B invested in WEC Energy in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 367 increasing their positions, 374 reducing their positions, and 95 closing their positions.

Holders
1,031
Holders Change
-14
Holders Change %
-1.34%
% of All Funds
14.95%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
91
Increased
367
Reduced
374
Closed
95
Calls
$19.8M
Puts
$46.4M
Net Calls
-$26.5M
Net Calls Change
+$594K

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.83B
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$191M
3
CIM
3
Confluence Investment Management
Missouri
$128M
4
Stifel Financial
4
Stifel Financial
Missouri
$92.9M
5
Bank of America
5
Bank of America
North Carolina
$539M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$292M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.26B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$204M
4
MAM
4
Magellan Asset Management
Australia
$311M
5
EAM
5
Eagle Asset Management
Florida
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ASRS
176
Arizona State Retirement System
Arizona
$7.43M 90,519 +1,774 +2%
JWM
177
JGP Wealth Management
Oregon
$7.35M 89,470 +5,551 +7%
TC
178
TownSquare Capital
Utah
$7.13M 86,821 +18,913 +28%
KFP
179
Keystone Financial Planning
Ohio
$7.12M 86,655 +86,655 New
SOMRS
180
State of Michigan Retirement System
Michigan
$7.09M 86,384 – –
BCWM
181
Bartlett & Co Wealth Management
Ohio
$7.05M 85,828 +128 +0.1%
HighTower Advisors
182
HighTower Advisors
Illinois
$6.99M 85,080 -3,238 -4%
TSS
183
Thomas Story & Son
Indiana
$6.92M 84,214 +61,430 +270%
CT
184
Cambridge Trust
Massachusetts
$6.61M 80,536 -1,078 -1%
TI
185
Trexquant Investment
Connecticut
$6.6M 80,337 +52,847 +192%
ACIM
186
Azimuth Capital Investment Management
Michigan
$6.57M 80,006 -1,496 -2%
AAM
187
Advisors Asset Management
Colorado
$6.55M 79,784 -12,788 -14%
VI
188
Vestcor Inc
New Brunswick, Canada
$6.53M 79,567 -2,582 -3%
GC
189
Guardian Capital
Ontario, Canada
$6.43M 78,346 -323 -0.4%
SWP
190
Stratos Wealth Partners
Ohio
$6.41M 78,115 +5,353 +7%
CB
191
Commerce Bank
Missouri
$6.35M 77,350 -816 -1%
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$6.19M 75,389 +17,558 +30%
FPIS
193
Financial Planning & Information Services
Wisconsin
$6.17M 75,121 +4,589 +7%
MIM
194
MetLife Investment Management
New Jersey
$6.07M 73,857 -2,714 -4%
VLKIM
195
Van Lanschot Kempen Investment Management
Netherlands
$5.88M 71,640 +9,086 +15%
1IA
196
1834 Investment Advisors
Wisconsin
$5.8M 70,689 +64,977 +1,138%
CIBC Asset Management
197
CIBC Asset Management
Ontario, Canada
$5.77M 70,208 +1,737 +3%
CAN
198
Cetera Advisor Networks
California
$5.74M 69,849 -686 -1%
Retirement Systems of Alabama
199
Retirement Systems of Alabama
Alabama
$5.72M 69,621 +102 +0.1%
SO
200
STRS Ohio
Ohio
$5.5M 67,000 -23,201 -26%
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8
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