WEC Energy
1,043 hedge funds and large institutions have $20.2B invested in WEC Energy in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 369 increasing their positions, 379 reducing their positions, and 96 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
4% more capital inflows, than outflows
Capital inflows: $1.58B | Capital outflows: $1.52B
0.19% more ownership
Funds ownership: 77.78% → 77.97% (+0.19%)
3% less repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 379
3% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 96
1% less funds holding
Funds holding: 1,057 → 1,043 (-14)
57% less call options, than puts
Call options by funds: $19.8M | Put options by funds: $46.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$364M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$184M |
| 3 |
Confluence Investment Management
St. Louis,
Missouri
|
+$108M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$71.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$67.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$207M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$160M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
-$80.7M |
| 4 |
Magellan Asset Management
Sydney,
Australia
|
-$77M |
| 5 |
Eagle Asset Management
St Petersburg,
Florida
|
-$76.7M |
WEC Hedge Fund Activity: Q1 2024 in Review
1,043 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2024, worth a combined $20.2B — down 2.1% from $20.6B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of WEC and 93 opened new positions — a net loss of 3 holders — while 379 trimmed existing stakes and 369 added.
The largest buyer was State Street, adding an estimated $364M. The largest seller was Neuberger Berman Group, cutting an estimated $207M.
- 1,043 institutional investors held WEC Energy (WEC) as of Q1 2024, down from 1,057 in Q4 2023.
- Funds reported $20.2B of WEC Energy stock for Q1 2024, down 2.1% quarter-over-quarter.
- 93 funds opened new WEC Energy positions in Q1 2024 and 96 closed out, a net change of -3 holders.
- The largest WEC Energy buyer in Q1 2024 was State Street, an estimated $364M added.
- The largest WEC Energy seller in Q1 2024 was Neuberger Berman Group, an estimated $207M sold.
Based on aggregated 13F filings for Q1 2024.