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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
VI
201
Vestcor Inc
New Brunswick, Canada
$6.24M -$7.39K -91 -0.1%
Man Group
202
Man Group
United Kingdom
$6.22M +$5.02M +61,827 +354%
ONB
203
Old National Bancorp
Indiana
$6.21M +$1.67M +20,580 +35%
CB
204
Commerce Bank
Missouri
$6.21M +$145K +1,789 +2%
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$6.21M -$1.93M -23,749 -23%
GCC
206
Guardian Capital (Canada)
Ontario, Canada
$6.11M -$38.3K -471 -0.6%
State of Tennessee, Department of Treasury
207
State of Tennessee, Department of Treasury
Tennessee
$5.8M -$2.31M -28,418 -28%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$5.63M +$702K +8,636 +14%
VLKIM
209
Van Lanschot Kempen Investment Management
Netherlands
$5.62M
SG Americas Securities
210
SG Americas Securities
New York
$5.5M +$1.36M +16,784 +31%
Retirement Systems of Alabama
211
Retirement Systems of Alabama
Alabama
$5.47M +$3.9K +48 +0.1%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$5.41M -$103K -1,264 -2%
AAM
213
Advisors Asset Management
Colorado
$5.34M -$955K -11,754 -15%
UIM
214
USS Investment Management
United Kingdom
$5.32M +$427K +5,255 +8%
JFG
215
Jefferies Financial Group
New York
$5.29M +$5.48M +67,469 New
SLAM
216
Swiss Life Asset Management
$5.27M +$4.25M +52,347 +352%
SC
217
Sagefield Capital
Texas
$5.27M +$2.9M +35,686 +113%
GAM
218
Gotham Asset Management
New York
$5.23M +$255K +3,136 +5%
EP
219
Edgestream Partners
New Jersey
$5.14M +$2.18M +26,870 +70%
AB
220
Amalgamated Bank
New York
$5.03M -$106K -1,306 -2%
TIM
221
Thompson Investment Management
Wisconsin
$4.93M +$4.93M +60,686 +2,798%
PAM
222
Panagora Asset Management
Massachusetts
$4.82M -$43.5K -535 -0.9%
Envestnet Portfolio Solutions
223
Envestnet Portfolio Solutions
Illinois
$4.77M +$371K +4,571 +8%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$4.76M +$110K +1,359 +2%
M
225
MOTCO
Texas
$4.74M -$7.39K -91 -0.2%

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.