WEC Energy
1,135 hedge funds and large institutions have $24.2B invested in WEC Energy in 2024 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 433 increasing their positions, 342 reducing their positions, and 86 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
74% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 86
64% more capital inflows, than outflows
Capital inflows: $1.78B | Capital outflows: $1.09B
27% more repeat investments, than reductions
Existing positions increased: 433 | Existing positions reduced: 342
5% more funds holding
Funds holding: 1,079 → 1,135 (+56)
1.98% more ownership
Funds ownership: 77.75% → 79.73% (+2%)
47% less call options, than puts
Call options by funds: $68.3M | Put options by funds: $129M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$416M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$169M |
| 3 |
ClearBridge Investments (Australia)
Sydney,
Australia
|
+$165M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$138M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$83.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$91.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$71M |
| 3 |
Renaissance Technologies
New York
|
-$49.6M |
| 4 |
Amundi
Paris,
France
|
-$40M |
| 5 |
WorldQuant Millennium Advisors
New York
|
-$37.4M |
WEC Hedge Fund Activity: Q3 2024 in Review
1,135 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2024, worth a combined $24.2B — up 26% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new WEC positions and 86 closed out — a net gain of 64 holders — while 433 added to existing stakes and 342 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $416M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $91.3M.
- 1,135 institutional investors held WEC Energy (WEC) as of Q3 2024, up from 1,079 in Q2 2024.
- Funds reported $24.2B of WEC Energy stock for Q3 2024, up 26% quarter-over-quarter.
- 150 funds opened new WEC Energy positions in Q3 2024 and 86 closed out, a net change of +64 holders.
- The largest WEC Energy buyer in Q3 2024 was Wellington Management Group, an estimated $416M added.
- The largest WEC Energy seller in Q3 2024 was Qube Research & Technologies (QRT), an estimated $91.3M sold.
Based on aggregated 13F filings for Q3 2024.