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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 %
MYAM
326
Meiji Yasuda Asset Management
Japan
$1.96M -$1.69M -17,790 -46%
AWAU
327
Alliance Wealth Advisors (Utah)
Utah
$1.96M +$59.1K +623 +3%
BPA
328
Beacon Pointe Advisors
California
$1.95M +$979K +10,331 +100%
AAS
329
Ameritas Advisory Services
Nebraska
$1.95M -$393K -4,142 -17%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$1.94M -$57.8K -610 -3%
LSERS
331
Louisiana State Employees Retirement System
Louisiana
$1.94M +$9.48K +100 +0.5%
BFEC
332
Benjamin F. Edwards & Company
Missouri
$1.94M +$50.8K +536 +3%
BNP Paribas Asset Management
333
BNP Paribas Asset Management
France
$1.93M -$180K -1,900 -9%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$1.92M +$151K +1,594 +9%
SC
335
Savant Capital
Illinois
$1.92M -$8.25K -87 -0.4%
EIG
336
Ellenbecker Investment Group
Wisconsin
$1.91M -$12.3K -130 -0.6%
Allianz Asset Management
337
Allianz Asset Management
Germany
$1.89M -$9.95K -105 -0.5%
OAM
338
Oppenheimer Asset Management
New York
$1.88M -$38.1K -402 -2%
MFWM
339
Motley Fool Wealth Management
Virginia
$1.87M -$81K -855 -4%
IWP
340
Icon Wealth Partners
Texas
$1.87M +$1.87M +19,702 New
Pacer Advisors
341
Pacer Advisors
Pennsylvania
$1.83M -$9.99M -105,397 -85%
NFG
342
Nations Financial Group
Iowa
$1.81M +$81K +854 +5%
PJSIMP
343
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.8M -$46K -477 -2%
KC
344
Kenfarb & Co
Kentucky
$1.78M -$95.7K -1,010 -5%
LMIM
345
Lockheed Martin Investment Management
Maryland
$1.76M – – –
SYBT
346
Stock Yards Bank & Trust
Kentucky
$1.73M -$61.5K -649 -3%
BOSSRA
347
B.O.S.S. Retirement Advisors
Utah
$1.73M +$248K +2,619 +17%
TCM
348
Twin Capital Management
Pennsylvania
$1.72M -$120K -1,269 -7%
ST
349
Sabal Trust
Florida
$1.7M +$9.57K +101 +0.6%
RB
350
Rodgers Brothers
Pennsylvania
$1.69M +$109K +1,150 +7%
12 13
14
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