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WEC - WEC Energy Group Inc Stock Price, Fair Value and News
79.63
USD
+1.83
(+2.35%)
Market Closed
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WEC
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Funds-Owners-Holders
Which funds bought or sold WEC recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-16
COURIER CAPITAL LLC
REDUCED
Premium
Premium
Premium
Premium
4,206
2024-04-16
NORRIS PERNE & FRENCH LLP/MI
UNCHANGED
Premium
Premium
Premium
Premium
2,542
2024-04-16
FIDELITY D & D BANCORP INC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-16
WEBSTER BANK, N. A.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-16
HENNESSY ADVISORS INC
REDUCED
Premium
Premium
Premium
Premium
184,040
2024-04-16
Chesley Taft & Associates LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,280
2024-04-16
COUNTRY TRUST BANK
ADDED
Premium
Premium
Premium
Premium
281,657
2024-04-16
Asset Dedication, LLC
UNCHANGED
Premium
Premium
Premium
Premium
276
2024-04-16
Krane Funds Advisors LLC
ADDED
Premium
Premium
Premium
Premium
5,425
2024-04-16
Financial Management Professionals, Inc.
REDUCED
Premium
Premium
Premium
Premium
98.00
2024-04-16
Tarbox Family Office, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
4,266
2024-04-16
MCF Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
87.00
2024-04-16
Stratos Wealth Partners, LTD.
ADDED
Premium
Premium
Premium
Premium
78,115
2024-04-16
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,033
2024-04-16
Capital Asset Advisory Services LLC
REDUCED
Premium
Premium
Premium
Premium
2,728
2024-04-16
FLAGSHIP HARBOR ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
2,674
2024-04-16
Kohmann Bosshard Financial Services, LLC
NEW
Premium
Premium
Premium
Premium
2,745
2024-04-16
Pinnacle Bancorp, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
982
2024-04-16
Stratos Wealth Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
5,426
2024-04-16
Buckley Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
6,331
2024-04-16
Independence Bank of Kentucky
UNCHANGED
Premium
Premium
Premium
Premium
756
2024-04-16
Hurlow Wealth Management Group, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
2,790
2024-04-16
OneAscent Financial Services LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-16
TSFG, LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,530
2024-04-16
Thrive Wealth Management, LLC
NEW
Premium
Premium
Premium
Premium
3,198
Rows per page:
10
25
50
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1–25 of 1248
Which funds are the top buyers of WEC?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
41,668,500
3,507,240,000
0.08%
BlackRock Inc.
28,785,900
2,422,910,000
0.06%
STATE STREET CORP
17,806,200
1,498,750,000
0.07%
WELLS FARGO & COMPANY/MN
7,587,920
638,675,000
0.17%
GEODE CAPITAL MANAGEMENT, LLC
7,294,870
612,430,000
0.06%
Invesco Ltd.
6,081,010
511,838,000
0.12%
BANK OF AMERICA CORP /DE/
5,718,560
481,331,000
0.05%
DEUTSCHE BANK AG\
5,541,940
466,465,000
0.24%
Magellan Asset Management Ltd
4,740,440
399,002,000
3.98%
PICTET ASSET MANAGEMENT LTD
4,461,830
396,880,000
0.43%
Rows per page:
10
1–10 of 100
Which funds have put a big percent of portfolio in WEC?
Fund Name
$ Value
% Port.
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund
20,727,000
5.06%
CTC Alternative Strategies, Ltd.
1,988,850
4.13%
Magellan Asset Management Ltd
399,002,000
3.98%
OPTIONS SOLUTIONS, LLC
3,623,180
3.60%
Swaine & Leidel Wealth Services, LLC
3,831
2.95%
London & Capital Asset Management Ltd
34,605,300
2.90%
Cincinnati Specialty Underwriters Insurance CO
7,996,150
2.65%
South Street Advisors LLC
14,108,000
2.64%
OPUS INVESTMENT MANAGEMENT INC
4,208,500
2.41%
Keystone Financial Planning, Inc.
7,116,110
2.31%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold WEC
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
CONFLUENCE INVESTMENT MANAGEMENT LLC
127,945,000
Qube Research & Technologies Ltd
78,857,200
Balyasny Asset Management L.P.
40,741,100
RENAISSANCE TECHNOLOGIES LLC
23,128,000
CIDEL ASSET MANAGEMENT INC
22,856,000
HRT FINANCIAL LP
16,534,000
Soroban Capital Partners LP
16,310,300
OMERS ADMINISTRATION Corp
8,804,180
Additions
Fund Name
% Increased
Marshall Wace North America L.P.
7,332
TWO SIGMA INVESTMENTS, LP
5,323
TWINBEECH CAPITAL LP
4,732
MOTCO
4,214
Coppell Advisory Solutions LLC
2,733
BENJAMIN F. EDWARDS & COMPANY, INC.
2,122
WORLDQUANT MILLENNIUM ADVISORS LLC
1,833
ROCKLAND TRUST CO
1,600
Reductions
Fund Name
% Reduced
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
-100
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
-99.96
CI INVESTMENTS INC.
-99.42
T. Rowe Price Investment Management, Inc.
-99.06
TFO Wealth Partners, LLC
-98.46
Strategic Investment Solutions, Inc. /IL
-98.4
MARTINGALE ASSET MANAGEMENT L P
-97.79
CAPSTONE INVESTMENT ADVISORS, LLC
-96.74
Sold off
Fund Name
$ Sold
Echo Street Capital Management LLC
-47,156,400
SEGALL BRYANT & HAMILL, LLC
-11,532,300
AMP Capital Investors Ltd
-5,907,000
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC
-5,891,670
ELEMENT CAPITAL MANAGEMENT LLC
-2,789,120
Weiss Asset Management LP
-2,711,230
Crestline Management, LP
-2,492,220
Aquila Investment Management LLC
-2,335,950