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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
+$147M
2
American Century Companies
American Century Companies
Missouri
+$116M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$33.8M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$29.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$71.2M
2
State Street
State Street
Massachusetts
-$59.1M
3
JAM
Jupiter Asset Management
United Kingdom
-$47.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$25.1M
5
WHRC
W.H. Reaves & Co
New Jersey
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
276
Avantax Advisory Services
Texas
$2.44M +$150K +1,866 +7%
RIL
277
Rothschild Investment LLC
Illinois
$2.44M +$27.6K +342 +1%
CA
278
Cornerstone Advisors
North Carolina
$2.4M -$88.6K -1,100 -4%
KAS
279
Kestra Advisory Services
Texas
$2.37M +$36.7K +456 +2%
GTAM
280
Global Trust Asset Management
Florida
$2.37M – – –
BF
281
BOK Financial
Oklahoma
$2.34M -$522K -6,411 -18%
AIM
282
Aquila Investment Management
New York
$2.34M – – –
RFC
283
Regions Financial Corp
Alabama
$2.32M -$8.3K -103 -0.4%
BCIM
284
British Columbia Investment Management
British Columbia, Canada
$2.31M +$20.7K +257 +0.9%
GIBU
285
Gulf International Bank (UK)
United Kingdom
$2.31M -$255K -3,169 -10%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$2.29M – – –
ASN
287
Advisory Services Network
Georgia
$2.26M +$15.9K +198 +0.7%
JAG
288
Journey Advisory Group
Kentucky
$2.21M +$95.1K +1,180 +4%
KPWS
289
Kestra Private Wealth Services
Texas
$2.19M +$90.2K +1,120 +4%
EFH
290
Eaton Financial Holdings
Florida
$2.17M +$2.17M +26,878 New
Daiwa Securities Group
291
Daiwa Securities Group
Japan
$2.15M +$130K +1,610 +6%
ACM
292
Alta Capital Management
Utah
$2.12M +$9.02K +112 +0.4%
KIA
293
KCM Investment Advisors
California
$2.12M -$4.83K -60 -0.2%
Teacher Retirement System of Texas
294
Teacher Retirement System of Texas
Texas
$2.11M -$1.52M -18,859 -42%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$2.1M +$40.5K +517 +2%
AAS
296
Ameritas Advisory Services
Nebraska
$2.09M +$424K +5,114 +25%
DFCM
297
Dark Forest Capital Management
Puerto Rico
$2.09M +$814K +10,104 +64%
MFS
298
Mirabella Financial Services
United Kingdom
$2.08M +$2.08M +25,868 New
SG Americas Securities
299
SG Americas Securities
New York
$2.08M -$566K -7,034 -21%
BCM
300
Bayesian Capital Management
New York
$2.06M +$1.86M +23,128 +925%
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