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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 %
NMIMC
426
Northwestern Mutual Investment Management Company
Wisconsin
$940K +$2.84K +30 +0.3%
MGP
427
Metis Global Partners
California
$939K +$320K +3,375 +52%
WA
428
Wealth Alliance
New York
$936K +$17.2K +181 +2%
PHIMC
429
Private Harbour Investment Management & Counsel
Ohio
$935K -$19.7K -208 -2%
TRCT
430
Tower Research Capital (TRC)
New York
$923K -$744K -7,856 -45%
PFS
431
Prospera Financial Services
Texas
$916K +$9.01K +95 +1%
WOC
432
West Oak Capital
California
$910K -$27.5K -290 -3%
V
433
Veritable
Delaware
$909K -$16.2K -171 -2%
1IA
434
1834 Investment Advisors
Wisconsin
$909K +$323K +3,403 +55%
VHAM
435
Van Hulzen Asset Management
California
$904K – – –
WAM
436
WNY Asset Management
New York
$894K +$284 +3 +0%
VIM
437
Vinva Investment Management
Australia
$886K +$886K +9,385 New
LPT
438
Legacy Private Trust
Wisconsin
$879K – – –
AIMC
439
Alley Investment Management Company
Illinois
$879K – – –
GT
440
Greenleaf Trust
Michigan
$876K +$127K +1,335 +17%
BRWA
441
B. Riley Wealth Advisors
Florida
$868K +$60.8K +641 +8%
CT
442
Chicago Trust
Illinois
$844K +$171K +1,800 +25%
FNBT
443
FineMark National Bank & Trust
Florida
$839K -$57K -601 -6%
UCFA
444
United Capital Financial Advisors
Texas
$836K +$25.7K +271 +3%
Wellington Management Group
445
Wellington Management Group
Massachusetts
$835K -$22.4K -236 -3%
EF
446
Empirical Finance
Pennsylvania
$831K +$42.4K +447 +5%
CCC
447
Chelsea Counsel Company
California
$822K – – –
BBVA
448
Banco Bilbao Vizcaya Argentaria
Spain
$821K +$166K +1,747 +25%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$816K +$44.5K +469 +6%
GP
450
Girard Partners
Pennsylvania
$804K -$395K -4,163 -33%
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