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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
+$392M
2
Invesco
Invesco
Georgia
+$157M
3
Millennium Management
Millennium Management
New York
+$127M
4
ClearBridge Investments
ClearBridge Investments
New York
+$99.2M
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
-$390M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.4M
3
ESCM
Echo Street Capital Management
New York
-$47.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$36M
5
MAM
Magellan Asset Management
Australia
-$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
376
Belpointe Asset Management
Nevada
$1.53M +$507K +6,020 +49%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$1.48M +$7.91K +94 +0.5%
KNW
378
Kesler Norman & Wride
Utah
$1.46M +$38.4K +456 +3%
AAS
379
Ameritas Advisory Services
Nebraska
$1.44M -$531K -6,770 -27%
ST
380
Sabal Trust
Florida
$1.44M – – –
AIC
381
Aurora Investment Counsel
Georgia
$1.42M +$1.42M +17,510 New
Two Sigma Advisers
382
Two Sigma Advisers
New York
$1.41M +$1.41M +16,800 New
SOAMC
383
Spirit of America Management Corp
New York
$1.41M – – –
AG
384
Ascent Group
Virginia
$1.41M +$1.41M +17,984 New
NMERB
385
New Mexico Educational Retirement Board
New Mexico
$1.39M – – –
PAG
386
Private Advisor Group
New Jersey
$1.37M +$244K +2,902 +22%
TCM
387
Twin Capital Management
Pennsylvania
$1.37M -$17.8K -212 -1%
CA
388
Cetera Advisors
Colorado
$1.37M +$751K +8,923 +121%
MFIM
389
Mesirow Financial Investment Management
Illinois
$1.36M +$1.36M +21,732 New
MYLI
390
Meiji Yasuda Life Insurance
Japan
$1.36M -$17.7K -210 -1%
PJSIMP
391
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.34M -$100K -1,258 -7%
NFG
392
Nations Financial Group
Iowa
$1.33M -$164K -1,946 -11%
MJRIC
393
Mogy Joel R Investment Counsel
California
$1.32M – – –
OC
394
Oppenheimer & Co
New York
$1.32M +$40.5K +481 +3%
SYBT
395
Stock Yards Bank & Trust
Kentucky
$1.31M -$159K -1,893 -11%
QCM
396
Quantinno Capital Management
New York
$1.28M +$717K +8,512 +127%
NP
397
NorthRock Partners
Minnesota
$1.27M -$93.7K -1,113 -7%
MSWM
398
McGlone Suttner Wealth Management
Wisconsin
$1.26M +$4.8K +57 +0.4%
Nordea Investment Management
399
Nordea Investment Management
Sweden
$1.24M – – –
AF
400
Allworth Financial
California
$1.2M +$113K +1,340 +10%
14 15
16
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