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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 %
Tudor Investment Corp
476
Tudor Investment Corp
Connecticut
$599K -$2.79M -34,645 -82%
BTI
477
Blue Trust Inc
Georgia
$597K +$200K +2,263 +50%
GWM
478
Geneos Wealth Management
Colorado
$597K +$5.32K +66 +0.9%
CA
479
Cetera Advisors
Colorado
$592K -$9.34K -116 -2%
LF
480
Lantz Financial
Illinois
$590K +$725 +9 +0.1%
IHL
481
Investment House LLC
California
$588K – – –
SCA
482
Snowden Capital Advisors
New York
$587K -$63.3K -786 -10%
EGM
483
Engineers Gate Manager
New York
$581K -$666K -8,270 -53%
SC
484
Steph & Co
Wisconsin
$580K +$6.28K +78 +1%
NW
485
NewEdge Wealth
Pennsylvania
$577K -$24.3K -302 -4%
CSIC
486
Clifford Swan Investment Counsel
California
$575K – – –
CA
487
Claro Advisors
Massachusetts
$572K +$33.8K +420 +6%
PAS
488
Park Avenue Securities
New York
$571K +$571K +7,085 New
MOS
489
MGO One Seven
Ohio
$569K +$2.01K +25 +0.4%
AMG
490
Advisors Management Group
Wisconsin
$566K -$6.12K -76 -1%
VAS
491
Vestmark Advisory Solutions
Massachusetts
$565K -$247K -3,062 -30%
BPWM
492
Badgley Phelps Wealth Managers
Washington
$565K +$30K +373 +6%
SWA
493
Stratos Wealth Advisors
Ohio
$565K -$12.8K -159 -2%
Capstone Investment Advisors
494
Capstone Investment Advisors
New York
$564K +$564K +6,998 New
WB
495
WesBanco Bank
West Virginia
$563K +$16.9K +210 +3%
WAS
496
Winch Advisory Services
Wisconsin
$557K +$4.99K +62 +0.9%
BRWA
497
B. Riley Wealth Advisors
Florida
$554K +$144K +1,786 +35%
ETC
498
Exchange Traded Concepts
Oklahoma
$553K +$7.97K +99 +1%
Simplex Trading
499
Simplex Trading
Illinois
$549K +$549K +6,818 New
TGAM
500
TBH Global Asset Management
Tennessee
$548K +$548K +6,804 New
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