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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 %
Walleye Trading
476
Walleye Trading
New York
$700K +$700K +7,935 New
FWA
477
Freedom Wealth Alliance
Wisconsin
$692K +$92 +1 +0%
PGFC
478
Peapack-Gladstone Financial Corp
New Jersey
$691K -$26.8K -303 -4%
JFGIW
479
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$690K -$309K -3,501 -31%
LNB
480
Ledyard National Bank
$689K -$26.6K -301 -4%
GVAG
481
Great Valley Advisor Group
Delaware
$685K +$56.3K +638 +9%
LNWWM
482
Laird Norton Wetherby Wealth Management
California
$684K -$75.4K -854 -10%
MHIC
483
Marble Harbor Investment Counsel
Massachusetts
$682K – – –
DWM
484
Dakota Wealth Management
Florida
$680K -$460K -5,213 -40%
TPCW
485
TD Private Client Wealth
New York
$679K -$2.38K -27 -0.3%
O
486
Ossiam
France
$674K +$322K +3,650 +91%
NW
487
NewEdge Wealth
Pennsylvania
$659K +$30.9K +350 +5%
CA
488
Cetera Advisors
Colorado
$658K +$53.1K +602 +9%
ACM
489
AlphaStar Capital Management
North Carolina
$658K -$579K -6,567 -47%
FRM
490
Fox Run Management
Connecticut
$657K +$657K +7,444 New
SEC
491
Seven Eight Capital
New York
$657K +$657K +7,440 New
GWM
492
Geneos Wealth Management
Colorado
$648K +$51.4K +583 +9%
LF
493
Lantz Financial
Illinois
$646K +$3.27K +37 +0.5%
IHL
494
Investment House LLC
California
$644K – – –
QI
495
Qtron Investments
Massachusetts
$641K – – –
SWA
496
Stratos Wealth Advisors
Ohio
$633K -$37.9K -429 -6%
CSIC
497
Clifford Swan Investment Counsel
California
$630K – – –
LTAS
498
Linden Thomas Advisory Services
North Carolina
$630K +$105K +1,193 +20%
SC
499
Steph & Co
Wisconsin
$628K +$3K +34 +0.5%
AMG
500
Advisors Management Group
Wisconsin
$627K -$6.8K -77 -1%
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