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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 %
FMWA
451
Forvis Mazars Wealth Advisors
Missouri
$802K – – –
FC
452
FORA Capital
Florida
$800K +$800K +8,442 New
MA
453
Montag & Associates
Georgia
$798K – – –
E
454
Ergoteles
New York
$790K +$790K +8,334 New
SC
455
Searle & Co
Connecticut
$789K – – –
CPIA
456
Cornell Pochily Investment Advisors
New York
$787K – – –
VVP
457
Venture Visionary Partners
Ohio
$782K +$5.59K +59 +0.7%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$776K +$137K +1,432 +21%
OWP
459
Obermeyer Wealth Partners
Colorado
$773K – – –
LNB
460
Ledyard National Bank
$769K -$34.6K -365 -4%
AIMCA
461
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$768K -$6.82M -71,975 -90%
S
462
SignatureFD
Georgia
$766K +$66.2K +698 +9%
Assenagon Asset Management
463
Assenagon Asset Management
Luxembourg
$761K -$5M -52,733 -87%
SCA
464
Snowden Capital Advisors
New York
$758K +$88.4K +933 +13%
BMC
465
Beaton Management Company
Massachusetts
$756K – – –
AAP
466
Aristotle Atlantic Partners
Florida
$753K – – –
EGM
467
Engineers Gate Manager
New York
$752K -$1.42M -14,955 -65%
FIA
468
Foundations Investment Advisors
Arizona
$749K +$108K +1,136 +17%
GRP
469
Global Retirement Partners
California
$740K +$492K +5,214 +198%
MHIC
470
Marble Harbor Investment Counsel
Massachusetts
$733K – – –
TPCW
471
TD Private Client Wealth
New York
$732K +$80.3K +847 +12%
WG
472
Winton Group
United Kingdom
$727K +$261K +2,758 +56%
SWA
473
Stratos Wealth Advisors
Ohio
$721K +$4.74K +50 +0.7%
SS
474
Simplicity Solutions
Minnesota
$718K +$257K +2,712 +56%
BAMF
475
BI Asset Management Fondsmaeglerselskab
Denmark
$717K -$243K -2,570 -25%
17 18
19
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