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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 %
FNBT
451
FineMark National Bank & Trust
Florida
$793K +$12K +136 +2%
CT
452
Chicago Trust
Illinois
$785K -$618 -7 -0.1%
BBVA
453
Banco Bilbao Vizcaya Argentaria
Spain
$784K +$19.4K +220 +3%
BAMF
454
BI Asset Management Fondsmaeglerselskab
Denmark
$779K +$111K +1,256 +17%
WANY
455
Wealthspire Advisors (New York)
New York
$777K -$374K -4,242 -33%
APP
456
Avantax Planning Partners
Iowa
$767K -$214K -2,430 -22%
CCC
457
Chelsea Counsel Company
California
$765K – – –
RMC
458
Resources Management Corp
Connecticut
$763K +$746K +8,459 +4,383%
BWM
459
Buckley Wealth Management
Nevada
$755K +$328K +3,713 +77%
WAM
460
WNY Asset Management
New York
$754K -$78.2K -886 -9%
JIC
461
Johnson Investment Counsel
Ohio
$748K -$247K -2,797 -25%
FMWA
462
Forvis Mazars Wealth Advisors
Missouri
$747K – – –
MA
463
Montag & Associates
Georgia
$742K – – –
WorldQuant Millennium Advisors
464
WorldQuant Millennium Advisors
New York
$739K +$739K +8,370 New
FC
465
FORA Capital
Florida
$737K -$7.85K -89 -1%
SC
466
Searle & Co
Connecticut
$737K – – –
DAC
467
Dividend Assets Capital
South Carolina
$736K -$1.55M -17,586 -68%
CPIA
468
Cornell Pochily Investment Advisors
New York
$732K -$88 -1 -0%
VVP
469
Venture Visionary Partners
Ohio
$728K – – –
MAM
470
Madison Asset Management
Wisconsin
$722K +$722K +8,185 New
OWP
471
Obermeyer Wealth Partners
Colorado
$719K – – –
GT
472
Greenleaf Trust
Michigan
$713K -$103K -1,162 -13%
SCA
473
Snowden Capital Advisors
New York
$712K +$6.62K +75 +0.9%
BMC
474
Beaton Management Company
Massachusetts
$703K – – –
AAP
475
Aristotle Atlantic Partners
Florida
$701K – – –
17 18
19
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