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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 %
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$945K +$945K +11,734 New
HFAS
402
Hummer Financial Advisory Services
Illinois
$936K – – –
FA
403
FDx Advisors
Illinois
$924K -$1.09M -13,484 -54%
VHAM
404
Van Hulzen Asset Management
California
$921K – – –
IWC
405
Integrated Wealth Concepts
Massachusetts
$909K -$12.7K -158 -1%
HPC
406
HM Payson & Co
Maine
$903K +$16.2K +201 +2%
1IA
407
1834 Investment Advisors
Wisconsin
$898K +$79.7K +989 +10%
NB
408
Norinchukin Bank
Japan
$886K -$417K -5,174 -32%
EF
409
Empirical Finance
Pennsylvania
$880K +$81K +1,005 +10%
NSIM
410
North Star Investment Management
Illinois
$880K +$564 +7 +0.1%
WANY
411
Wealthspire Advisors (New York)
New York
$876K +$166K +2,066 +23%
SAM
412
Shell Asset Management
Netherlands
$868K -$8.38K -104 -1%
KRSITF
413
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$867K -$44.9K -557 -5%
SDIC
414
South Dakota Investment Council
South Dakota
$852K – – –
VA
415
Valmark Advisers
Ohio
$849K -$2.09K -26 -0.2%
HI
416
Hendershot Investments
Virginia
$841K – – –
PWG
417
Portside Wealth Group
Utah
$837K +$10.2K +127 +1%
CQS
418
Credential Qtrade Securities
$835K -$11.3K -140 -1%
CTC
419
Central Trust Company
Missouri
$834K -$4.11K -51 -0.5%
BCM
420
Brown Capital Management
Maryland
$832K +$10.9K +135 +1%
DADC
421
D.A. Davidson & Co
Montana
$828K +$11.6K +144 +1%
API
422
Advisor Partners II
California
$818K +$35.8K +444 +5%
Los Angeles Capital Management
423
Los Angeles Capital Management
California
$816K -$5.93M -73,659 -88%
FRM
424
Fox Run Management
Connecticut
$815K +$215K +2,674 +36%
PFS
425
Prospera Financial Services
Texas
$813K -$13.1K -162 -2%
15 16
17
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