WEC icon

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 %
CGH
326
Crossmark Global Holdings
Texas
$2.12M +$49K +582 +2%
Cetera Investment Advisers
327
Cetera Investment Advisers
Illinois
$2.11M +$1.04M +12,405 +98%
KBC Group
328
KBC Group
Belgium
$2.1M +$444K +5,278 +27%
ACM
329
Aquatic Capital Management
Illinois
$2.1M -$1.15M -13,700 -35%
Brown Advisory
330
Brown Advisory
Maryland
$2.08M +$146K +1,739 +8%
OPERF
331
Oregon Public Employees Retirement Fund
Oregon
$2.08M +$24.5K +291 +1%
Pathstone Holdings
332
Pathstone Holdings
New Jersey
$2.07M +$2.07M +24,512 New
CAM
333
Cresset Asset Management
Illinois
$2.05M +$155K +1,838 +8%
MSRPS
334
Maryland State Retirement & Pension System
Maryland
$2.03M – – –
ATPW
335
Ashton Thomas Private Wealth
Arizona
$2.03M +$83.7K +994 +4%
LA
336
LVW Advisors
New York
$2.01M -$583K -6,930 -22%
Thrivent Financial for Lutherans
337
Thrivent Financial for Lutherans
Minnesota
$2.01M +$44.7K +531 +2%
CAS
338
CTC Alternative Strategies
Illinois
$1.99M +$1.99M +23,629 New
KIA
339
KCM Investment Advisors
California
$1.99M -$224K -2,667 -10%
MPPW
340
Mitchell & Pahl Private Wealth
Oklahoma
$1.98M -$51.7K -614 -3%
AWAU
341
Alliance Wealth Advisors (Utah)
Utah
$1.98M +$70.5K +838 +4%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$1.98M +$31.9K +379 +2%
TSS
343
Thomas Story & Son
Indiana
$1.92M +$4.21K +50 +0.2%
BPA
344
Beacon Pointe Advisors
California
$1.92M +$26.5K +315 +1%
RJT
345
Raymond James Trust
Florida
$1.89M -$113K -1,337 -6%
HAG
346
HighPoint Advisor Group
Illinois
$1.86M +$1.86M +23,288 New
NB
347
Nicolet Bankshares
Wisconsin
$1.85M -$94.8K -1,126 -5%
PCM
348
Parsons Capital Management
Rhode Island
$1.84M -$210K -2,493 -10%
Wealthfront Advisers
349
Wealthfront Advisers
California
$1.82M -$119K -1,418 -6%
BHPW
350
Beverly Hills Private Wealth
California
$1.82M -$245K -2,915 -12%
12 13
14
15 16