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WEC Energy
WEC

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in WEC Energy in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 339 increasing their positions, 361 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-35
Holders Change %
-3.43%
% of All Funds
15.72%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
83
Increased
339
Reduced
361
Closed
104
Calls
$20.6M
Puts
$20.7M
Net Calls
-$51K
Net Calls Change
+$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$377M
2
American Century Companies
American Century Companies
Missouri
$118M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$148M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30M

Top Sellers

1
Millennium Management
Millennium Management
New York
$24.7M
2
State Street
State Street
Massachusetts
$1.42B
3
JAM
Jupiter Asset Management
United Kingdom
$0
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.41M
5
WHRC
W.H. Reaves & Co
New Jersey
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFMPM
251
Woodley Farra Manion Portfolio Management
Indiana
$2.93M -$154K -1,914 -5%
BCI
252
Brinker Capital Investments
Pennsylvania
$2.91M -$129K -1,597 -4%
OPS
253
Orion Portfolio Solutions
Nebraska
$2.91M -$129K -1,597 -4%
NEWAS
254
N.E.W. Advisory Services
Wisconsin
$2.9M +$464K +5,766 +19%
PIM
255
Penobscot Investment Management
Massachusetts
$2.87M -$83.5K -1,037 -3%
LIM
256
Leavell Investment Management
Alabama
$2.81M +$805 +10 +0%
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$2.8M +$23.8K +296 +0.9%
PFM
258
Premier Fund Managers
United Kingdom
$2.8M – – –
ECM
259
Element Capital Management
New York
$2.79M -$548K -6,809 -16%
MML Investors Services
260
MML Investors Services
Massachusetts
$2.76M +$117K +1,457 +4%
WAM
261
Weiss Asset Management
Massachusetts
$2.71M +$2.71M +33,659 New
KA
262
KLCM Advisors
Wisconsin
$2.71M +$5.72K +71 +0.2%
HWAM
263
Hennion & Walsh Asset Management
New Jersey
$2.69M -$53.4K -663 -2%
QC
264
Quadrature Capital
United Kingdom
$2.66M +$1.51M +18,775 +132%
Rafferty Asset Management
265
Rafferty Asset Management
New York
$2.59M +$273K +3,385 +12%
FAB
266
First American Bank
Illinois
$2.57M -$3.06K -38 -0.1%
ST
267
Somerset Trust
Pennsylvania
$2.56M +$18K +223 +0.7%
Pacer Advisors
268
Pacer Advisors
Pennsylvania
$2.54M +$976K +12,118 +62%
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$2.5M +$169K +2,102 +7%
CCC
270
Cincinnati Casualty Company
Ohio
$2.5M – – –
CM
271
Crestline Management
Texas
$2.49M -$1.17M -14,526 -32%
LA
272
LVW Advisors
New York
$2.48M -$897K -11,139 -27%
MHC
273
Meyer Handelman Company
New York
$2.48M – – –
SIP
274
Stoneridge Investment Partners
Pennsylvania
$2.48M -$103K -1,280 -4%
PP
275
Prudential plc
United Kingdom
$2.47M -$94.6K -1,174 -4%
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