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WEC Energy
WEC

Overview Fund Activity

1,021 hedge funds and large institutions have $21.1B invested in WEC Energy in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 343 increasing their positions, 358 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
16.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
90
Increased
343
Reduced
358
Closed
75
Calls
$11.7M
Puts
$24.2M
Net Calls
-$12.5M
Net Calls Change
+$1.96M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$109M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$73.8M
3
MAM
Magellan Asset Management
Australia
+$68.2M
4
Millennium Management
Millennium Management
New York
+$62.9M
5
EAM
Eagle Asset Management
Florida
+$62M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$70.3M
3
SI
Scout Investments
Missouri
-$61.7M
4
BlackRock
BlackRock
New York
-$42.4M
5
ESCM
Echo Street Capital Management
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
426
Brown Capital Management
Maryland
$899K – – –
1IA
427
1834 Investment Advisors
Wisconsin
$896K +$49.8K +564 +6%
DADC
428
D.A. Davidson & Co
Montana
$895K +$3.71K +42 +0.4%
BFG
429
Bleakley Financial Group
New Jersey
$893K +$225K +2,555 +34%
SS
430
Simplicity Solutions
Minnesota
$892K +$224K +2,539 +34%
VAS
431
Vestmark Advisory Solutions
Massachusetts
$890K +$7.24K +82 +0.8%
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$878K +$3K +34 +0.3%
EF
433
Empirical Finance
Pennsylvania
$875K +$102K +1,154 +13%
WA
434
Wealth Alliance
New York
$867K -$4.32K -49 -0.5%
BCV
435
Banque Cantonale Vaudoise
Switzerland
$867K +$353K +4,000 +69%
API
436
Advisor Partners II
California
$857K -$87K -986 -9%
FT
437
Fiduciary Trust
Massachusetts
$857K -$51K -578 -6%
PHIMC
438
Private Harbour Investment Management & Counsel
Ohio
$856K -$14.3K -162 -2%
MWM
439
Mattern Wealth Management
Kansas
$855K +$209K +2,370 +32%
RBC
440
Romano Brothers & Co
Illinois
$848K -$124K -1,405 -13%
DC
441
Davenport & Co
Virginia
$846K -$32.9K -373 -4%
IC
442
IEQ Capital
California
$843K +$251K +2,844 +42%
NICM
443
Neo Ivy Capital Management
New York
$839K +$839K +9,513 New
CAM
444
Carret Asset Management
New York
$838K -$44.1K -500 -5%
VWM
445
Venturi Wealth Management
Texas
$836K -$218K -2,472 -21%
V
446
Veritable
Delaware
$830K -$16.1K -182 -2%
WOC
447
West Oak Capital
California
$829K -$17.6K -200 -2%
LPT
448
Legacy Private Trust
Wisconsin
$821K +$2.21K +25 +0.3%
AIMC
449
Alley Investment Management Company
Illinois
$818K – – –
NP
450
NorthRock Partners
Minnesota
$805K -$139K -1,574 -15%
16 17
18
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