WEC Energy
1,199 hedge funds and large institutions have $24.5B invested in WEC Energy in 2024 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 459 increasing their positions, 359 reducing their positions, and 78 closing their positions.
110% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 78
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
28% more repeat investments, than reductions
Existing positions increased: 459 | Existing positions reduced: 359
6% more funds holding
Funds holding: 1,131 → 1,199 (+68)
2.67% more ownership
Funds ownership: 79.73% → 82.39% (+2.7%)
1% more capital invested
Capital invested by funds: $24.2B → $24.5B (+$277M)
32% less call options, than puts
Call options by funds: $39.9M | Put options by funds: $58.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$614M |
| 2 |
Janus Henderson Group
London,
|
+$139M |
| 3 |
BlackRock
New York
|
+$89.2M |
| 4 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
+$73.7M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$97.3M |
| 2 |
ZP
Zimmer Partners
New York
|
-$92.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$74.2M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$73.3M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$62.9M |
WEC Hedge Fund Activity: Q4 2024 in Review
1,199 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2024, worth a combined $24.5B — up 1.1% from $24.2B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new WEC positions and 78 closed out — a net gain of 86 holders — while 459 added to existing stakes and 359 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $614M. The largest seller was Bank of America, cutting an estimated $97.3M.
- 1,199 institutional investors held WEC Energy (WEC) as of Q4 2024, up from 1,131 in Q3 2024.
- Funds reported $24.5B of WEC Energy stock for Q4 2024, up 1.1% quarter-over-quarter.
- 164 funds opened new WEC Energy positions in Q4 2024 and 78 closed out, a net change of +86 holders.
- The largest WEC Energy buyer in Q4 2024 was Wellington Management Group, an estimated $614M added.
- The largest WEC Energy seller in Q4 2024 was Bank of America, an estimated $97.3M sold.
Based on aggregated 13F filings for Q4 2024.