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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.12B +$4.44M +54,623 +0.1%
BlackRock
2
BlackRock
New York
$2.29B +$23.9M +294,583 +1%
State Street
3
State Street
Massachusetts
$1.69B -$61.5M -757,350 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$614M +$17.6M +217,191 +3%
Wells Fargo
5
Wells Fargo
California
$612M -$21.3M -262,287 -3%
Bank of America
6
Bank of America
North Carolina
$548M +$34.2M +420,639 +6%
Deutsche Bank
7
Deutsche Bank
Germany
$431M -$9.11M -112,127 -2%
Ameriprise
8
Ameriprise
Minnesota
$332M +$4.97M +61,211 +1%
JP Morgan Chase
9
JP Morgan Chase
New York
$322M -$52.6M -647,341 -14%
Northern Trust
10
Northern Trust
Illinois
$295M -$1.53M -18,788 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$284M +$5.62M +69,186 +2%
N
12
Nuveen
North Carolina
$275M -$12.8M -157,463 -4%
Invesco
13
Invesco
Georgia
$232M -$238M -2,924,081 -50%
Legal & General Group
14
Legal & General Group
United Kingdom
$217M -$26.3M -323,297 -10%
American Century Companies
15
American Century Companies
Missouri
$201M +$56M +688,812 +37%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$189M -$2.86M -35,215 -1%
MAM
17
Magellan Asset Management
Australia
$187M -$114M -1,405,204 -37%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$177M -$18.6M -228,802 -9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$176M -$4.22M -51,952 -2%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$157M +$65.1M +801,962 +67%
EARNEST Partners
21
EARNEST Partners
Georgia
$153M +$16.8M +206,637 +12%
Charles Schwab
22
Charles Schwab
California
$146M +$3.72M +45,852 +3%
Principal Financial Group
23
Principal Financial Group
Iowa
$141M -$2.09M -25,669 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$140M +$4.96M +61,019 +4%
SCP
25
Soroban Capital Partners
New York
$140M +$129M +1,584,316 +818%

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.