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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 %
SWM
301
Shakespeare Wealth Management
Wisconsin
$2.36M – – –
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$2.35M – – –
BHPW
303
Beverly Hills Private Wealth
California
$2.32M +$372K +3,923 +19%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$2.32M +$12.8K +135 +0.6%
MHI
305
Miller Howard Investments
New York
$2.3M +$73.2K +772 +3%
HI
306
Harbour Investments
Wisconsin
$2.28M -$18.9K -199 -0.8%
KPWS
307
Kestra Private Wealth Services
Texas
$2.28M +$64.7K +683 +3%
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$2.28M +$178K +1,875 +8%
ABC
309
Associated Banc-Corp
Wisconsin
$2.24M -$395K -4,165 -15%
Bank of Nova Scotia
310
Bank of Nova Scotia
Ontario, Canada
$2.23M -$384K -4,054 -15%
NB
311
Nicolet Bankshares
Wisconsin
$2.23M +$30.1K +318 +1%
SG Americas Securities
312
SG Americas Securities
New York
$2.23M +$714K +7,532 +47%
BAM
313
Belpointe Asset Management
Nevada
$2.2M +$599K +6,314 +37%
Rafferty Asset Management
314
Rafferty Asset Management
New York
$2.2M +$248K +2,615 +13%
Wealthfront Advisers
315
Wealthfront Advisers
California
$2.17M -$2.56M -26,959 -54%
Brown Advisory
316
Brown Advisory
Maryland
$2.15M -$3.41K -36 -0.2%
UCMOK
317
United Capital Management of KS
Kansas
$2.14M +$65.1K +687 +3%
JAG
318
Journey Advisory Group
Kentucky
$2.13M +$628K +6,626 +42%
Thrivent Financial for Lutherans
319
Thrivent Financial for Lutherans
Minnesota
$2.09M +$212K +2,240 +11%
MPPW
320
Mitchell & Pahl Private Wealth
Oklahoma
$2.09M +$64.2K +677 +3%
CA
321
Cornerstone Advisors
North Carolina
$2.09M – – –
Jane Street
322
Jane Street
New York
$2.07M -$2.06M -21,735 -50%
TSS
323
Thomas Story & Son
Indiana
$2.06M +$11.8K +125 +0.6%
VPIM
324
Vanguard Personalized Indexing Management
California
$2M +$643K +6,785 +47%
KBC Group
325
KBC Group
Belgium
$2M +$118K +1,244 +6%
11 12
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