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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 %
SWM
301
Shakespeare Wealth Management
Wisconsin
$2.06M +$42K +522 +2%
TRCT
302
Tower Research Capital (TRC)
New York
$2.06M +$857K +10,641 +71%
CGH
303
Crossmark Global Holdings
Texas
$2.03M -$187K -2,277 -8%
SFM
304
Soros Fund Management
New York
$2.01M +$2.01M +25,000 New
BHPW
305
Beverly Hills Private Wealth
California
$1.98M -$2.03M -25,215 -51%
HI
306
Harbour Investments
Wisconsin
$1.97M +$117K +1,447 +6%
PCM
307
Parsons Capital Management
Rhode Island
$1.96M -$88.9K -1,104 -4%
OPERF
308
Oregon Public Employees Retirement Fund
Oregon
$1.96M -$16.1K -200 -0.8%
MPPW
309
Mitchell & Pahl Private Wealth
Oklahoma
$1.95M +$121K +1,505 +7%
KRS
310
Kentucky Retirement Systems
Kentucky
$1.94M -$101K -1,249 -5%
MSRPS
311
Maryland State Retirement & Pension System
Maryland
$1.94M – – –
AssetMark Inc
312
AssetMark Inc
California
$1.93M +$169K +2,093 +10%
UCMOK
313
United Capital Management of KS
Kansas
$1.93M +$56.9K +706 +3%
RJT
314
Raymond James Trust
Florida
$1.92M +$32.9K +408 +2%
DIA
315
Dana Investment Advisors
Wisconsin
$1.91M -$273K -3,391 -12%
RB
316
Rodgers Brothers
Pennsylvania
$1.88M +$133K +1,650 +8%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$1.88M -$46K -572 -2%
ATPW
318
Ashton Thomas Private Wealth
Arizona
$1.86M +$190K +2,361 +11%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$1.86M -$144K -1,784 -7%
NB
320
Nicolet Bankshares
Wisconsin
$1.86M -$14.7K -183 -0.8%
Wealthfront Advisers
321
Wealthfront Advisers
California
$1.86M -$304K -3,774 -14%
Brown Advisory
322
Brown Advisory
Maryland
$1.85M -$26.8K -333 -1%
TSS
323
Thomas Story & Son
Indiana
$1.83M -$3.62K -45 -0.2%
AWAU
324
Alliance Wealth Advisors (Utah)
Utah
$1.83M +$99.5K +1,235 +6%
SAM
325
Securian Asset Management
Minnesota
$1.82M -$270K -3,355 -13%
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