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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 %
BCM
376
Brookstone Capital Management
Illinois
$1.1M +$22.1K +268 +2%
TIAA Trust, National Association
377
TIAA Trust, National Association
North Carolina
$1.1M +$1.1M +13,611 New
PAG
378
Private Advisor Group
New Jersey
$1.08M +$44.4K +551 +4%
Walleye Capital
379
Walleye Capital
New York
$1.06M +$138K +1,708 +15%
PA
380
Profund Advisors
Maryland
$1.06M -$8.46K -105 -0.8%
MLICM
381
Metropolitan Life Insurance Company (MetLife)
New York
$1.05M -$56.1K -696 -5%
GCP
382
GSA Capital Partners
United Kingdom
$1.05M +$1.05M +13,020 New
Cerity Partners
383
Cerity Partners
New York
$1.05M -$349K -4,327 -25%
AF
384
Allworth Financial
California
$1.04M -$146K -1,807 -12%
CI
385
Conning Inc
Connecticut
$1.04M – – –
Cetera Investment Advisers
386
Cetera Investment Advisers
Illinois
$1.02M +$54.2K +673 +6%
IIA
387
ICW Investment Advisors
Arizona
$1.01M +$65.7K +815 +7%
RCIM
388
Red Cedar Investment Management
Michigan
$1M +$9.02K +112 +0.9%
LC
389
Landaas & Company
Wisconsin
$1M – – –
GRP
390
Global Retirement Partners
California
$1,000K +$24.3K +307 +2%
CG
391
Colony Group
Massachusetts
$999K -$22.3K -277 -2%
HFS
392
Hantz Financial Services
Michigan
$999K +$63.6K +790 +7%
CA
393
Clearstead Advisors
Ohio
$996K +$595K +7,392 +148%
MWM
394
Mattern Wealth Management
Kansas
$989K +$209K +2,593 +27%
WF
395
Welch & Forbes
Massachusetts
$987K +$2.18K +27 +0.2%
BAM
396
Belpointe Asset Management
Nevada
$981K +$82.2K +1,021 +9%
RP
397
Rowlandmiller & Partners
Georgia
$981K – – –
PFO
398
Pathstone Family Office
New Jersey
$959K +$959K +11,781 New
PA
399
PFW Advisors
Georgia
$950K +$64.3K +798 +7%
PSFG
400
Prairie Sky Financial Group
Illinois
$945K – – –
14 15
16
17 18