WEC Energy
1,039 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, 367 increasing their positions, 380 reducing their positions, and 95 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
0.49% less ownership
Funds ownership: 78.46% → 77.97% (-0.49%)
2% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 95
3% less capital invested
Capital invested by funds: $20.8B → $20.2B (-$623M)
3% less repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 380
1% less funds holding
Funds holding: 1,052 → 1,039 (-13)
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 |
CIM
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 |
Morgan Stanley
New York
|
-$358M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$160M |
| 3 |
Pictet Asset Management
Carouge,
Switzerland
|
-$80.7M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$77M |
| 5 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$76.7M |
WEC Hedge Fund Activity: Q1 2024 in Review
1,039 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2024, worth a combined $20.2B — down 3% from $20.8B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of WEC and 93 opened new positions — a net loss of 2 holders — while 380 trimmed existing stakes and 367 added.
The largest buyer was State Street, adding an estimated $364M. The largest seller was Morgan Stanley, cutting an estimated $358M.
- 1,039 institutional investors held WEC Energy (WEC) as of Q1 2024, down from 1,052 in Q4 2023.
- Funds reported $20.2B of WEC Energy stock for Q1 2024, down 3% quarter-over-quarter.
- 93 funds opened new WEC Energy positions in Q1 2024 and 95 closed out, a net change of -2 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 Morgan Stanley, an estimated $358M sold.
Based on aggregated 13F filings for Q1 2024.