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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 %
Allianz Asset Management
426
Allianz Asset Management
Germany
$813K -$99.5K -1,235 -11%
NMIMC
427
Northwestern Mutual Investment Management Company
Wisconsin
$802K +$564 +7 +0.1%
WA
428
Wealth Alliance
New York
$799K +$7.65K +95 +1%
BP
429
Ballentine Partners
Massachusetts
$784K +$286K +3,549 +57%
FT
430
Fiduciary Trust
Massachusetts
$782K – – –
PHIMC
431
Private Harbour Investment Management & Counsel
Ohio
$780K -$886 -11 -0.1%
BAMF
432
BI Asset Management Fondsmaeglerselskab
Denmark
$779K +$68.4K +849 +10%
HWM
433
HB Wealth Management
Georgia
$779K +$281K +3,485 +56%
GT
434
Greenleaf Trust
Michigan
$773K +$122K +1,518 +19%
RBC
435
Romano Brothers & Co
Illinois
$773K -$1.69K -21 -0.2%
LPT
436
Legacy Private Trust
Wisconsin
$759K +$9.67K +120 +1%
TC
437
Toews Corporation
New Jersey
$757K +$757K +9,400 New
WOC
438
West Oak Capital
California
$757K – – –
AIMC
439
Alley Investment Management Company
Illinois
$745K -$1.85K -23 -0.2%
FTDI
440
First Trust Direct Indexing
Massachusetts
$736K -$292K -3,624 -28%
CT
441
Chicago Trust
Illinois
$731K +$13.9K +173 +2%
BBVA
442
Banco Bilbao Vizcaya Argentaria
Spain
$727K +$10.9K +135 +2%
FNBT
443
FineMark National Bank & Trust
Florida
$720K -$3.95K -49 -0.5%
CAM
444
Carret Asset Management
New York
$701K -$64.4K -800 -8%
CCC
445
Chelsea Counsel Company
California
$699K – – –
APP
446
Avantax Planning Partners
Iowa
$698K -$2.5K -31 -0.4%
WAM
447
WNY Asset Management
New York
$684K -$4.11K -51 -0.6%
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$681K -$967 -12 -0.1%
JIC
449
Johnson Investment Counsel
Ohio
$679K -$4.03K -50 -0.6%
TAM
450
Titleist Asset Management
Texas
$678K +$109K +1,358 +19%
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