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WEC Energy

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M
Name Holding Trade Value Shares
Change
Shares
Change %
SOAMC
426
Spirit of America Management Corp
New York
$947K +$56.3K +600 +6%
PHIMC
427
Private Harbour Investment Management & Counsel
Ohio
$944K -$5.16K -55 -0.5%
CAM
428
Carret Asset Management
New York
$938K +$46.9K +500 +5%
WOC
429
West Oak Capital
California
$927K -$200K -2,130 -18%
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$927K -$172K -1,831 -16%
V
431
Veritable
Delaware
$915K +$102K +1,086 +13%
DC
432
Davenport & Co
Virginia
$915K +$6.57K +70 +0.7%
YIH
433
Y-Intercept (HK)
Hong Kong
$912K +$912K +9,731 New
WA
434
Wealth Alliance
New York
$909K -$1.31K -14 -0.1%
BTI
435
Blue Trust Inc
Georgia
$903K +$275K +3,071 +44%
PFS
436
Prospera Financial Services
Texas
$897K -$304K -3,245 -25%
VHAM
437
Van Hulzen Asset Management
California
$894K +$375 +4 +0%
FNBT
438
FineMark National Bank & Trust
Florida
$886K +$362K +3,866 +69%
WAM
439
WNY Asset Management
New York
$884K +$281 +3 +0%
FTDI
440
First Trust Direct Indexing
Massachusetts
$878K -$320K -3,417 -27%
ST
441
Spinnaker Trust
Maine
$872K
LPT
442
Legacy Private Trust
Wisconsin
$870K
AIMC
443
Alley Investment Management Company
Illinois
$869K -$1.41K -15 -0.2%
RBC
444
Romano Brothers & Co
Illinois
$862K -$12.8K -137 -1%
AAS
445
Avantax Advisory Services
Texas
$856K +$498K +5,306 +139%
Wellington Management Group
446
Wellington Management Group
Massachusetts
$848K +$848K +9,040 New
LWAC
447
Laurel Wealth Advisors (California)
California
$816K -$110K -1,174 -12%
AMG
448
Advisors Management Group
Wisconsin
$816K +$11.6K +124 +1%
APP
449
Avantax Planning Partners
Iowa
$814K +$235K +2,509 +41%
CCC
450
Chelsea Counsel Company
California
$813K -$656 -7 -0.1%