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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 %
CNB
251
Czech National Bank
Czech Republic
$3.52M +$21.7K +229 +0.6%
NAM
252
Nissay Asset Management
Japan
$3.5M -$127K -1,338 -3%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$3.44M -$17.3K -182 -0.5%
National Bank of Canada
254
National Bank of Canada
Quebec, Canada
$3.35M +$1.14M +12,015 +51%
CAN
255
Cetera Advisor Networks
California
$3.35M +$296K +3,123 +10%
BF
256
BOK Financial
Oklahoma
$3.33M +$251K +2,652 +8%
PFM
257
Premier Fund Managers
United Kingdom
$3.31M -$472K -5,000 -13%
LIM
258
Leavell Investment Management
Alabama
$3.31M -$97.2K -1,025 -3%
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$3.23M +$296K +3,120 +10%
PP
260
Prudential plc
United Kingdom
$3.2M -$202K -2,132 -6%
KA
261
KLCM Advisors
Wisconsin
$3.14M -$938K -9,893 -23%
SGI
262
Summit Global Investments
Utah
$3.12M +$38.5K +406 +1%
ST
263
Somerset Trust
Pennsylvania
$3.08M -$32.1K -339 -1%
PI
264
Putnam Investments
Massachusetts
$3.06M -$40.7K -429 -1%
FAB
265
First American Bank
Illinois
$2.98M +$41.6K +439 +1%
OPS
266
Orion Portfolio Solutions
Nebraska
$2.96M +$2.51M +26,470 +562%
BCI
267
Brinker Capital Investments
Pennsylvania
$2.96M +$2.96M +31,179 New
CCC
268
Cincinnati Casualty Company
Ohio
$2.94M – – –
KIG
269
Kowal Investment Group
Wisconsin
$2.92M -$146K -1,543 -5%
MHC
270
Meyer Handelman Company
New York
$2.92M – – –
NEWAS
271
N.E.W. Advisory Services
Wisconsin
$2.89M +$29K +306 +1%
BA
272
Bridgewater Associates
Connecticut
$2.87M -$9.73M -102,633 -77%
CT
273
Clearstead Trust
Maine
$2.82M +$2.41M +25,417 +583%
M&T Bank
274
M&T Bank
New York
$2.81M -$246K -2,600 -8%
SAM
275
Shell Asset Management
Netherlands
$2.8M -$6.92K -73 -0.2%
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