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WEC Energy

1,045 hedge funds and large institutions have $20.8B invested in WEC Energy in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+59
Holders Change %
+5.98%
% of All Funds
15.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
145
Increased
326
Reduced
381
Closed
70
Calls
$41.2M
Puts
$68.3M
Net Calls
-$27.1M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WF
426
Welch & Forbes
Massachusetts
$1.03M -$1.01K -12 -0.1%
MWM
427
Mattern Wealth Management
Kansas
$1.02M -$16.1K -191 -2%
GCM
428
Graham Capital Management
Connecticut
$1.02M +$1.02M +12,082 New
TIAA Trust, National Association
429
TIAA Trust, National Association
North Carolina
$1.01M -$137K -1,627 -12%
PSFG
430
Prairie Sky Financial Group
Illinois
$988K
PS
431
Principal Securities
Iowa
$983K +$983K +11,683 New
HFAS
432
Hummer Financial Advisory Services
Illinois
$978K
TWM
433
Trueblood Wealth Management
Ohio
$970K +$970K +11,525 New
CPIA
434
Cornell Pochily Investment Advisors
New York
$960K +$271K +3,214 +39%
PA
435
PFW Advisors
Georgia
$956K -$36.3K -431 -4%
EP
436
Edgestream Partners
New Jersey
$952K +$952K +11,311 New
RP
437
Rowlandmiller & Partners
Georgia
$952K -$73.2K -870 -7%
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$946K +$39.7K +472 +4%
HPC
439
HM Payson & Co
Maine
$944K
CTC
440
Central Trust Company
Missouri
$929K +$58K +689 +7%
GRP
441
Global Retirement Partners
California
$927K -$116K -1,400 -11%
EF
442
Empirical Finance
Pennsylvania
$926K +$6.65K +79 +0.7%
IWC
443
Integrated Wealth Concepts
Massachusetts
$922K -$28.2K -335 -3%
NSIM
444
North Star Investment Management
Illinois
$919K -$168 -2 -0%
Wolverine Trading
445
Wolverine Trading
Illinois
$916K +$573K +6,808 +167%
VVP
446
Venture Visionary Partners
Ohio
$915K +$225K +2,671 +33%
SAM
447
Shell Asset Management
Netherlands
$911K +$4.54K +54 +0.5%
VHAM
448
Van Hulzen Asset Management
California
$903K -$58.9K -700 -6%
FTDI
449
First Trust Direct Indexing
Massachusetts
$896K +$128K +1,515 +17%
NB
450
Norinchukin Bank
Japan
$895K -$30.8K -366 -3%