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WEC Energy
WEC

Overview Fund Activity

1,021 hedge funds and large institutions have $21.1B invested in WEC Energy in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 343 increasing their positions, 358 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
16.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
90
Increased
343
Reduced
358
Closed
75
Calls
$11.7M
Puts
$24.2M
Net Calls
-$12.5M
Net Calls Change
+$1.96M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$112M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$252M
3
MAM
Magellan Asset Management
Australia
$469M
4
Millennium Management
Millennium Management
New York
$105M
5
EAM
Eagle Asset Management
Florida
$96.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$366M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$179M
3
SI
Scout Investments
Missouri
$29.9M
4
BlackRock
BlackRock
New York
$2.58B
5
ESCM
Echo Street Capital Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
276
Cincinnati Casualty Company
Ohio
$2.74M – – –
CA
277
Cornerstone Advisors
North Carolina
$2.73M +$785K +8,900 +40%
MHC
278
Meyer Handelman Company
New York
$2.72M – – –
NEWAS
279
N.E.W. Advisory Services
Wisconsin
$2.66M -$28.6K -324 -1%
RIL
280
Rothschild Investment LLC
Illinois
$2.64M +$32.2K +365 +1%
GTAM
281
Global Trust Asset Management
Florida
$2.6M – – –
KAS
282
Kestra Advisory Services
Texas
$2.56M +$25.6K +290 +1%
AIM
283
Aquila Investment Management
New York
$2.56M -$794K -9,000 -24%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$2.55M +$20K +227 +0.8%
RFC
285
Regions Financial Corp
Alabama
$2.55M -$42K -476 -2%
Rafferty Asset Management
286
Rafferty Asset Management
New York
$2.54M +$494K +5,603 +24%
AAS
287
Avantax Advisory Services
Texas
$2.51M +$271K +3,066 +12%
BCIM
288
British Columbia Investment Management
British Columbia, Canada
$2.51M +$25.6K +290 +1%
TRSOTSOK
289
Teachers Retirement System of the State of Kentucky
Kentucky
$2.5M -$92.7K -1,050 -4%
M&T Bank
290
M&T Bank
New York
$2.49M -$129K -1,457 -5%
ASN
291
Advisory Services Network
Georgia
$2.46M +$38.6K +438 +2%
CGH
292
Crossmark Global Holdings
Texas
$2.42M -$73.8K -819 -3%
Bank of Nova Scotia
293
Bank of Nova Scotia
Ontario, Canada
$2.42M +$341K +3,867 +16%
American Century Companies
294
American Century Companies
Missouri
$2.41M +$181K +2,051 +8%
DIA
295
Dana Investment Advisors
Wisconsin
$2.39M -$117K -1,327 -5%
Wealthfront Advisers
296
Wealthfront Advisers
California
$2.37M +$344K +3,900 +17%
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$2.35M -$7.34M -82,158 -76%
KIA
298
KCM Investment Advisors
California
$2.32M -$61.2K -694 -3%
JAG
299
Journey Advisory Group
Kentucky
$2.31M +$328K +3,712 +16%
ACM
300
Alta Capital Management
Utah
$2.31M +$28.6K +324 +1%
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