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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 %
MA
451
Montag & Associates
Georgia
$678K – – –
BCV
452
Banque Cantonale Vaudoise
Switzerland
$675K -$116K -1,443 -15%
IWM
453
IHT Wealth Management
Illinois
$666K +$95.3K +1,183 +17%
RMC
454
Resources Management Corp
Connecticut
$665K -$32.2K -400 -5%
VVP
455
Venture Visionary Partners
Ohio
$661K -$4.03K -50 -0.6%
SC
456
Searle & Co
Connecticut
$661K – – –
CPIA
457
Cornell Pochily Investment Advisors
New York
$660K -$8.06K -100 -1%
MAM
458
Madison Asset Management
Wisconsin
$659K – – –
OWP
459
Obermeyer Wealth Partners
Colorado
$657K – – –
AIMCA
460
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$652K -$231K -2,867 -26%
VWM
461
Venturi Wealth Management
Texas
$648K -$115K -1,426 -15%
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$643K +$18.9K +235 +3%
BMC
463
Beaton Management Company
Massachusetts
$643K +$1.37K +17 +0.2%
IC
464
IEQ Capital
California
$640K -$130K -1,614 -17%
AAP
465
Aristotle Atlantic Partners
Florida
$640K – – –
BFG
466
Bleakley Financial Group
New Jersey
$636K -$179K -2,220 -22%
SS
467
Simplicity Solutions
Minnesota
$636K -$179K -2,218 -22%
DC
468
Davenport & Co
Virginia
$631K -$141K -1,756 -18%
Assenagon Asset Management
469
Assenagon Asset Management
Luxembourg
$630K -$6.62M -82,213 -91%
MHIC
470
Marble Harbor Investment Counsel
Massachusetts
$623K – – –
QCM
471
QRG Capital Management
Illinois
$615K +$615K +7,632 New
LTAS
472
Linden Thomas Advisory Services
North Carolina
$615K +$39.8K +494 +7%
GVAG
473
Great Valley Advisor Group
Delaware
$611K -$13.5K -168 -2%
IWP
474
Icon Wealth Partners
Texas
$610K -$645K -8,006 -51%
IAN
475
Integrated Advisors Network
Texas
$609K +$89.8K +1,115 +17%
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