WEC icon

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 %
WANY
376
Wealthspire Advisors (New York)
New York
$1.24M +$419K +4,424 +51%
AG
377
AIA Group
Hong Kong
$1.23M -$185K -1,948 -13%
DWM
378
Dakota Wealth Management
Florida
$1.22M -$686K -7,241 -36%
BCM
379
Brookstone Capital Management
Illinois
$1.22M +$722K +7,479 +144%
IAA
380
Independent Advisor Alliance
North Carolina
$1.21M -$255K -2,691 -17%
CG
381
Colony Group
Massachusetts
$1.2M +$28.4K +300 +2%
LC
382
Landaas & Company
Wisconsin
$1.17M – – –
RCIM
383
Red Cedar Investment Management
Michigan
$1.17M +$361K +3,806 +45%
BP
384
Ballentine Partners
Massachusetts
$1.16M +$512K +5,399 +78%
RP
385
Rowlandmiller & Partners
Georgia
$1.16M +$17.5K +185 +2%
WF
386
Welch & Forbes
Massachusetts
$1.16M – – –
I
387
InceptionR
California
$1.14M +$1.14M +12,049 New
N
388
Natixis
France
$1.13M +$1.11M +11,716 +5,028%
VWM
389
Venturi Wealth Management
Texas
$1.13M -$202K -2,128 -15%
QCM
390
Quantinno Capital Management
New York
$1.12M +$164K +1,729 +17%
Cetera Investment Advisers
391
Cetera Investment Advisers
Illinois
$1.1M -$581K -6,130 -34%
SOAMC
392
Spirit of America Management Corp
New York
$1.1M +$147K +1,550 +15%
HFAS
393
Hummer Financial Advisory Services
Illinois
$1.1M +$17.1K +180 +2%
IIA
394
ICW Investment Advisors
Arizona
$1.08M +$51.7K +545 +5%
Baillie Gifford & Co
395
Baillie Gifford & Co
United Kingdom
$1.08M – – –
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07M +$459K +4,839 +75%
WS
397
Wedbush Securities
California
$1.07M +$405K +4,278 +61%
SDIC
398
South Dakota Investment Council
South Dakota
$1.07M – – –
JIC
399
Johnson Investment Counsel
Ohio
$1.07M -$26.1K -275 -2%
FTDI
400
First Trust Direct Indexing
Massachusetts
$1.07M +$180K +1,904 +20%
14 15
16
17 18