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WEC Energy
WEC

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$674M
2
Invesco
2
Invesco
Georgia
$512M
3
Millennium Management
3
Millennium Management
New York
$153M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$112M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$78.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
5
Magellan Asset Management
Australia
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$140M 1,665,038 +803,718 +93%
Goldman Sachs
27
Goldman Sachs
New York
$128M 1,520,644 +199,288 +15%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$117M 1,395,660 -34,544 -2%
ClearBridge Investments
29
ClearBridge Investments
New York
$112M 1,332,587 +1,178,270 +764%
UBS AM
30
UBS AM
Illinois
$109M 1,296,145 +95,436 +8%
EARNEST Partners
31
EARNEST Partners
Georgia
$108M 1,285,495 +232,264 +22%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$106M 1,257,505 +746,385 +146%
RJA
33
Raymond James & Associates
Florida
$105M 1,242,264 +84,073 +7%
DPIM
34
Duff & Phelps Investment Management
Illinois
$103M 1,227,490 -37,000 -3%
WHG
35
Westwood Holdings Group
Texas
$102M 1,209,469 +195,857 +19%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$101M 1,198,681 -232,303 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
37
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M 1,101,630 -836,918 -43%
EAM
38
Eagle Asset Management
Florida
$92.2M 1,095,080 +26,141 +2%
CIMLRA
39
CBRE Investment Management Listed Real Assets
Pennsylvania
$88.4M 1,050,378 -117,394 -10%
Bessemer Group
40
Bessemer Group
New Jersey
$86.9M 1,032,676 -4,482 -0.4%
BG
41
Bahl & Gaynor
Ohio
$85.9M 1,020,319 -81,793 -7%
Franklin Resources
42
Franklin Resources
California
$84.7M 1,006,523 -122,530 -11%
EIP
43
Energy Income Partners
Connecticut
$83.2M 988,335 +270,415 +38%
Swiss National Bank
44
Swiss National Bank
Switzerland
$83M 986,287 -28,400 -3%
CI
45
Cincinnati Insurance
Ohio
$82.3M 978,300 – –
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$81.2M 964,150 -18,749 -2%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$78.9M 936,880 +936,880 New
First Trust Advisors
48
First Trust Advisors
Illinois
$78.6M 934,409 +2,793 +0.3%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$75.5M 897,229 -4,871 -0.5%
Amundi
50
Amundi
France
$73M 855,792 -30,378 -3%
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