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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 %
PJSIMP
351
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.48M -$18.8K -228 -1%
KC
352
Kenfarb & Co
Kentucky
$1.45M -$16.1K -200 -1%
BCM
353
Brasada Capital Management
Texas
$1.45M +$92.3K +1,129 +7%
NFG
354
Nations Financial Group
Iowa
$1.43M -$33.3K -414 -2%
RA
355
RFG Advisory
Alabama
$1.43M +$75.6K +938 +6%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$1.41M -$25.1M -311,178 -95%
SYBT
357
Stock Yards Bank & Trust
Kentucky
$1.41M -$20.2K -251 -1%
CWM
358
CIBC World Markets
New York
$1.4M -$1.58M -19,554 -53%
ST
359
Sabal Trust
Florida
$1.38M -$37.2K -462 -3%
KNW
360
Kesler Norman & Wride
Utah
$1.36M -$22.6K -280 -2%
SOAMC
361
Spirit of America Management Corp
New York
$1.35M +$145K +1,800 +12%
TCM
362
Twin Capital Management
Pennsylvania
$1.33M -$114K -1,412 -8%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$1.33M +$88.6K +1,100 +7%
MYLI
364
Meiji Yasuda Life Insurance
Japan
$1.32M -$20.9K -260 -2%
NP
365
NorthRock Partners
Minnesota
$1.3M +$567K +7,034 +77%
MJRIC
366
Mogy Joel R Investment Counsel
California
$1.27M – – –
BOSSRA
367
B.O.S.S. Retirement Advisors
Utah
$1.23M -$96.2K -1,194 -7%
OC
368
Oppenheimer & Co
New York
$1.22M +$95.9K +1,191 +8%
MSWM
369
McGlone Suttner Wealth Management
Wisconsin
$1.2M +$75.1K +932 +7%
Nordea Investment Management
370
Nordea Investment Management
Sweden
$1.18M +$104K +1,287 +10%
IMRF
371
Illinois Municipal Retirement Fund
Illinois
$1.13M – – –
Baillie Gifford & Co
372
Baillie Gifford & Co
United Kingdom
$1.13M – – –
WS
373
Wedbush Securities
California
$1.13M +$187K +2,320 +20%
BNP Paribas Asset Management
374
BNP Paribas Asset Management
France
$1.12M +$156K +1,933 +16%
MIP
375
Marietta Investment Partners
Wisconsin
$1.11M – – –
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