We are live on ! Find out more
WEC icon

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
AAS
176
Annex Advisory Services
Wisconsin
$7.62M -$3.28M -40,362 -29%
FPTW
177
Franklin, Parlapiano, Turner & Welch
Texas
$7.51M +$35.8K +441 +0.5%
CSUI
178
Cincinnati Specialty Underwriters Insurance
Ohio
$7.45M
CF
179
Corebridge Financial
Texas
$7.44M +$7.7M +94,771 New
IIM
180
Intact Investment Management
Quebec, Canada
$7.4M +$4.3M +52,950 +128%
Comerica Bank
181
Comerica Bank
Texas
$7.36M -$352K -4,330 -4%
Nomura Asset Management
182
Nomura Asset Management
Japan
$7.28M -$45.4K -559 -0.6%
MCM
183
Mattern Capital Management
Colorado
$7.19M +$52.7K +649 +0.7%
BMSSC
184
B. Metzler seel. Sohn & Co
Germany
$7.15M -$3.13M -38,529 -30%
HighTower Advisors
185
HighTower Advisors
Illinois
$6.99M +$312K +3,844 +5%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$6.87M -$2.28M -28,026 -24%
KFP
187
Keystone Financial Planning
Ohio
$6.85M +$55.5K +683 +0.8%
ASRS
188
Arizona State Retirement System
Arizona
$6.8M -$312K -3,836 -4%
SOMRS
189
State of Michigan Retirement System
Michigan
$6.79M +$8.12K +100 +0.1%
TSS
190
Thomas Story & Son
Indiana
$6.64M +$32.5K +400 +0.5%
TC
191
TwinBeech Capital
New York
$6.63M +$6.87M +84,541 New
MIM
192
MetLife Investment Management
New Jersey
$6.61M +$844K +10,388 +14%
BCWM
193
Bartlett & Co Wealth Management
Ohio
$6.6M -$134K -1,653 -2%
1IA
194
1834 Investment Advisors
Wisconsin
$6.47M +$956K +11,767 +17%
SA
195
Sanctuary Advisors
Indiana
$6.44M +$6.42M +79,085 New
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$6.43M +$538K +6,621 +9%
EGM
197
Engineers Gate Manager
New York
$6.41M -$3.55M -43,760 -35%
ACIM
198
Azimuth Capital Investment Management
Michigan
$6.4M +$130K +1,605 +2%
SWP
199
Stratos Wealth Partners
Ohio
$6.33M +$211K +2,596 +3%
FPIS
200
Financial Planning & Information Services
Wisconsin
$6.28M +$403K +4,966 +7%

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.