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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 %
ATPW
351
Ashton Thomas Private Wealth
Arizona
$1.69M +$19.2K +203 +1%
RJT
352
Raymond James Trust
Florida
$1.64M +$961K +10,137 +141%
KNW
353
Kesler Norman & Wride
Utah
$1.6M +$113K +1,193 +8%
NB
354
Norinchukin Bank
Japan
$1.6M +$58.2K +614 +4%
RA
355
RFG Advisory
Alabama
$1.55M -$19.9K -210 -1%
AssetMark Inc
356
AssetMark Inc
California
$1.52M -$12.7K -134 -0.8%
CWM
357
CIBC World Markets
New York
$1.51M -$2M -21,133 -57%
BCM
358
Brasada Capital Management
Texas
$1.5M -$51.4K -542 -3%
MJRIC
359
Mogy Joel R Investment Counsel
California
$1.49M – – –
AF
360
Allworth Financial
California
$1.42M +$41.5K +438 +3%
Wealth Enhancement Advisory Services
361
Wealth Enhancement Advisory Services
Minnesota
$1.4M +$1.4M +14,734 New
NMERB
362
New Mexico Educational Retirement Board
New Mexico
$1.38M -$47.4K -500 -3%
OC
363
Oppenheimer & Co
New York
$1.38M +$83.2K +878 +6%
DCM
364
Donaldson Capital Management
Indiana
$1.37M -$146K -1,536 -10%
TF
365
TIAA FSB
Florida
$1.37M -$63.9K -674 -4%
PA
366
Profund Advisors
Maryland
$1.37M -$44.2K -466 -3%
MLICM
367
Metropolitan Life Insurance Company (MetLife)
New York
$1.34M -$355K -3,750 -21%
IMRF
368
Illinois Municipal Retirement Fund
Illinois
$1.33M – – –
ACM
369
AlphaStar Capital Management
North Carolina
$1.32M +$700K +7,426 +112%
MSWM
370
McGlone Suttner Wealth Management
Wisconsin
$1.32M -$140K -1,477 -10%
MIP
371
Marietta Investment Partners
Wisconsin
$1.31M – – –
GAM
372
Gotham Asset Management
New York
$1.28M +$227K +2,393 +21%
Nordea Investment Management
373
Nordea Investment Management
Sweden
$1.27M – – –
MYLI
374
Meiji Yasuda Life Insurance
Japan
$1.26M +$20.2K +213 +2%
CI
375
Conning Inc
Connecticut
$1.25M -$2.94K -31 -0.2%
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