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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 %
KRSITF
401
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M -$7.58K -80 -0.7%
APP
402
Avantax Planning Partners
Iowa
$1.05M +$232K +2,443 +28%
RBC
403
Romano Brothers & Co
Illinois
$1.04M +$173K +1,821 +20%
HPC
404
HM Payson & Co
Maine
$1.04M -$758 -8 -0.1%
CM
405
Crestline Management
Texas
$1.04M +$1.04M +11,000 New
YIH
406
Y-Intercept (HK)
Hong Kong
$1.04M +$118K +1,243 +13%
NSIM
407
North Star Investment Management
Illinois
$1.03M +$664 +7 +0.1%
IA
408
IFP Advisors
Florida
$1.02M -$355K -5,703 -26%
HFS
409
Hantz Financial Services
Michigan
$1.02M -$4.34M -45,817 -81%
IWC
410
Integrated Wealth Concepts
Massachusetts
$1.02M +$212K +2,234 +26%
NP
411
NorthRock Partners
Minnesota
$1.01M +$5.21K +55 +0.5%
API
412
Advisor Partners II
California
$1.01M +$48.6K +513 +5%
CQS
413
Credential Qtrade Securities
$1.01M +$26.4K +279 +3%
VA
414
Valmark Advisers
Ohio
$1.01M -$9.95K -105 -1%
PAG
415
Private Advisor Group
New Jersey
$1M +$1M +10,579 New
BTI
416
Blue Trust Inc
Georgia
$998K +$51.2K +546 +5%
CTC
417
Central Trust Company
Missouri
$997K – – –
Man Group
418
Man Group
United Kingdom
$994K -$9.44M -100,691 Closed
HI
419
Hendershot Investments
Virginia
$990K – – –
FT
420
Fiduciary Trust
Massachusetts
$975K – – –
BCM
421
Brown Capital Management
Maryland
$966K – – –
DADC
422
D.A. Davidson & Co
Montana
$956K -$5.11K -54 -0.5%
CAM
423
Carret Asset Management
New York
$948K – – –
VAS
424
Vestmark Advisory Solutions
Massachusetts
$948K -$35.5K -375 -4%
DC
425
Davenport & Co
Virginia
$945K +$20.1K +212 +2%
15 16
17
18 19