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WEC Energy
WEC

Overview Fund Activity

1,010 hedge funds and large institutions have $22.5B invested in WEC Energy in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 323 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
-51
Holders Change %
-4.81%
% of All Funds
16.17%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
78
Increased
364
Reduced
323
Closed
106
Calls
$16M
Puts
$30.5M
Net Calls
-$14.5M
Net Calls Change
-$8.92M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$191M
2
Bank of America
Bank of America
North Carolina
+$46.3M
3
EAM
Eagle Asset Management
Florida
+$37.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$37.3M
5
RJA
Raymond James & Associates
Florida
+$29.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$434M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$65.9M
4
MAM
Magellan Asset Management
Australia
-$60.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
226
New York Life Investment Management
New York
$4.28M +$10.3K +109 +0.2%
MOACM
227
Mutual of America Capital Management
New York
$4.28M +$7.11K +75 +0.2%
RCYC
228
Richard C. Young & Co
Rhode Island
$4.25M -$609K -6,429 -13%
SCI
229
S&CO Inc
Massachusetts
$4.19M – – –
LA
230
LVW Advisors
New York
$4.16M +$101K +1,066 +2%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$4.12M -$66.1K -697 -2%
SPIA
232
Steward Partners Investment Advisory
New York
$4.08M +$18.9K +199 +0.5%
BAM
233
Bosun Asset Management
Illinois
$4.08M – – –
GLA
234
Great Lakes Advisors
Illinois
$4.07M +$35.8K +378 +0.9%
AFG
235
Albion Financial Group
Utah
$4.03M -$147K -1,546 -4%
NA
236
NewEdge Advisors
Louisiana
$4.02M -$146K -1,535 -3%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$3.93M -$1.12M -11,861 -22%
OQS
238
Occudo Quantitative Strategies
Florida
$3.9M +$3.9M +41,166 New
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
$3.9M -$21.8M -229,486 -85%
SIA
240
Sit Investment Associates
Minnesota
$3.82M -$33.7K -355 -0.9%
ECM
241
Element Capital Management
New York
$3.72M +$3.72M +39,264 New
WFMPM
242
Woodley Farra Manion Portfolio Management
Indiana
$3.71M -$135K -1,429 -4%
FA
243
FDx Advisors
Illinois
$3.71M – – –
SIP
244
Stoneridge Investment Partners
Pennsylvania
$3.7M -$151K -1,591 -4%
William Blair & Company
245
William Blair & Company
Illinois
$3.69M -$5.12K -54 -0.1%
SWMG
246
Signature Wealth Management Group
Georgia
$3.68M +$232K +2,447 +7%
X
247
Xponance
Pennsylvania
$3.67M +$128K +1,349 +4%
CCFCSB
248
Cape Cod Five Cents Savings Bank
Massachusetts
$3.63M -$9.95K -105 -0.3%
AIM
249
Aquila Investment Management
New York
$3.6M – – –
PIM
250
Penobscot Investment Management
Massachusetts
$3.55M -$25.6K -270 -0.7%
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