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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 %
BFG
476
Bleakley Financial Group
New Jersey
$717K +$47.6K +502 +7%
FWA
477
Freedom Wealth Alliance
Wisconsin
$717K +$95 +1 +0%
Axa
478
Axa
France
$713K – – –
ETC
479
Exchange Traded Concepts
Oklahoma
$706K +$122K +1,288 +21%
MWM
480
Mattern Wealth Management
Kansas
$694K +$694K +7,320 New
IHL
481
Investment House LLC
California
$692K – – –
LF
482
Lantz Financial
Illinois
$690K +$63.8K +673 +10%
QI
483
Qtron Investments
Massachusetts
$688K – – –
SM
484
Sciencast Management
New Jersey
$685K +$685K +7,293 New
AMG
485
Advisors Management Group
Wisconsin
$680K -$144K -1,524 -18%
CSIC
486
Clifford Swan Investment Counsel
California
$677K – – –
GVAG
487
Great Valley Advisor Group
Delaware
$675K +$139K +1,471 +26%
NW
488
NewEdge Wealth
Pennsylvania
$675K +$11.2K +118 +2%
MOS
489
MGO One Seven
Ohio
$674K +$10.4K +110 +2%
MCM
490
MAI Capital Management
Ohio
$673K -$40.3K -425 -6%
SC
491
Steph & Co
Wisconsin
$671K – – –
WB
492
WesBanco Bank
West Virginia
$661K -$2.46K -26 -0.4%
MPI
493
Mairs & Power Inc
Minnesota
$659K +$246K +2,600 +60%
CA
494
Cetera Advisors
Colorado
$650K +$13.8K +146 +2%
WAS
495
Winch Advisory Services
Wisconsin
$644K -$569 -6 -0.1%
GWM
496
Geneos Wealth Management
Colorado
$641K +$17.3K +183 +3%
IC
497
IEQ Capital
California
$636K +$146K +1,535 +30%
DAS
498
Dynamic Advisor Solutions
Arizona
$632K +$205K +2,163 +48%
Fiera Capital (Canada)
499
Fiera Capital (Canada)
Quebec, Canada
$630K -$30.8K -325 -5%
BPWM
500
Badgley Phelps Wealth Managers
Washington
$630K +$16K +169 +3%
18 19
20
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