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WEC Energy
WEC

Overview Fund Activity

1,045 hedge funds and large institutions have $20.8B invested in WEC Energy in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+59
Holders Change %
+5.98%
% of All Funds
15.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
145
Increased
326
Reduced
381
Closed
70
Calls
$41.2M
Puts
$68.3M
Net Calls
-$27.1M
Net Calls Change
-$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$674M
2
Invesco
Invesco
Georgia
$512M
3
Millennium Management
Millennium Management
New York
$153M
4
ClearBridge Investments
ClearBridge Investments
New York
$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$78.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
Echo Street Capital Management
New York
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
Magellan Asset Management
Australia
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$2.97M +$49.4K +587 +2%
Rafferty Asset Management
277
Rafferty Asset Management
New York
$2.96M +$256K +3,045 +9%
KA
278
KLCM Advisors
Wisconsin
$2.89M +$60.8K +722 +2%
Robeco Institutional Asset Management
279
Robeco Institutional Asset Management
Netherlands
$2.89M -$364K -4,320 -11%
LIM
280
Leavell Investment Management
Alabama
$2.87M -$63.1K -750 -2%
SOADOR
281
State of Alaska Department of Revenue
Alaska
$2.87M -$288K -3,425 -9%
AAS
282
Avantax Advisory Services
Texas
$2.84M +$289K +3,437 +11%
SHFP
283
Second Half Financial Partners
Florida
$2.83M +$2.83M +33,592 New
MCB
284
Morton Community Bank
Illinois
$2.83M +$2.83M +33,575 New
HWAM
285
Hennion & Walsh Asset Management
New Jersey
$2.78M -$29.6K -352 -1%
Daiwa Securities Group
286
Daiwa Securities Group
Japan
$2.77M +$520K +6,182 +23%
PIM
287
Penobscot Investment Management
Massachusetts
$2.75M -$245K -2,911 -8%
DA
288
Duality Advisers
Florida
$2.71M +$2.71M +32,181 New
TPCW
289
TD Private Client Wealth
New York
$2.69M +$2.3M +27,301 +590%
BCI
290
Brinker Capital Investments
Pennsylvania
$2.67M -$420K -4,912 -14%
OPS
291
Orion Portfolio Solutions
Nebraska
$2.67M -$420K -4,912 -14%
Wellington Management Group
292
Wellington Management Group
Massachusetts
$2.64M +$2.64M +31,356 New
ST
293
Somerset Trust
Pennsylvania
$2.63M -$43.3K -515 -2%
ZIM
294
Zacks Investment Management
Illinois
$2.63M -$523K -6,218 -17%
CCC
295
Cincinnati Casualty Company
Ohio
$2.61M – – –
Teacher Retirement System of Texas
296
Teacher Retirement System of Texas
Texas
$2.6M +$401K +4,767 +18%
MHC
297
Meyer Handelman Company
New York
$2.59M – – –
Cerity Partners
298
Cerity Partners
New York
$2.59M +$1.49M +17,750 +137%
PP
299
Prudential plc
United Kingdom
$2.59M +$7.83K +93 +0.3%
FAB
300
First American Bank
Illinois
$2.59M -$94.6K -1,124 -4%
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