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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 %
SDIC
451
South Dakota Investment Council
South Dakota
$891K
HI
452
Hendershot Investments
Virginia
$879K
AWS
453
Atria Wealth Solutions
New York
$872K +$633K +7,522 +265%
TW
454
TrinityPoint Wealth
Connecticut
$869K +$396K +4,703 +84%
BCM
455
Brown Capital Management
Maryland
$869K
DADC
456
D.A. Davidson & Co
Montana
$859K -$6.14K -73 -0.7%
USAA
457
United Services Automobile Association
Texas
$858K +$858K +10,191 New
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$840K +$2.27K +27 +0.3%
FT
459
Fiduciary Trust
Massachusetts
$817K
PHIMC
460
Private Harbour Investment Management & Counsel
Ohio
$811K -$3.79K -45 -0.5%
TPI
461
Trust Point Inc
Wisconsin
$805K +$805K +9,568 New
GT
462
Greenleaf Trust
Michigan
$805K -$2.61K -31 -0.3%
JIC
463
Johnson Investment Counsel
Ohio
$802K +$93K +1,105 +13%
RBC
464
Romano Brothers & Co
Illinois
$796K -$11.7K -139 -1%
WA
465
Wealth Alliance
New York
$793K -$42.1K -500 -5%
Credit Agricole
466
Credit Agricole
France
$786K +$501K +5,958 +176%
BBVA
467
Banco Bilbao Vizcaya Argentaria
Spain
$785K +$25.9K +308 +3%
VA
468
Valmark Advisers
Ohio
$776K -$111K -1,322 -13%
CSS
469
Cubist Systematic Strategies
Connecticut
$770K -$9.11M -108,288 -92%
WANY
470
Wealthspire Advisors (New York)
New York
$765K -$150K -1,786 -16%
APP
471
Avantax Planning Partners
Iowa
$764K +$35K +416 +5%
FNBT
472
FineMark National Bank & Trust
Florida
$757K +$4.38K +52 +0.6%
SAG
473
SageView Advisory Group
California
$737K +$737K +9,123 New
QT
474
Quantbot Technologies
New York
$732K +$732K +8,691 New
CCC
475
Chelsea Counsel Company
California
$730K