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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.

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$392M
2
Invesco
Invesco
Georgia
+$157M
3
Millennium Management
Millennium Management
New York
+$127M
4
ClearBridge Investments
ClearBridge Investments
New York
+$99.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$78.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$390M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.4M
3
ESCM
Echo Street Capital Management
New York
-$47.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$36M
5
MAM
Magellan Asset Management
Australia
-$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CQS
476
Credential Qtrade Securities
$727K -$145K -1,726 -17%
WOC
477
West Oak Capital
California
$720K -$57.7K -697 -7%
WAM
478
WNY Asset Management
New York
$715K +$337 +4 +0%
MA
479
Montag & Associates
Georgia
$708K – – –
BCV
480
Banque Cantonale Vaudoise
Switzerland
$705K – – –
CT
481
Chicago Trust
Illinois
$704K -$60K -713 -8%
PWA
482
Providence Wealth Advisors
Illinois
$698K +$563K +11,761 +417%
AWM
483
Apollon Wealth Management
South Carolina
$697K +$303K +3,605 +77%
RMC
484
Resources Management Corp
Connecticut
$695K – – –
FMWA
485
Forvis Mazars Wealth Advisors
Missouri
$693K -$18.5K -220 -3%
LTAS
486
Linden Thomas Advisory Services
North Carolina
$691K +$49.1K +583 +8%
N
487
Natixis
France
$690K +$597K +7,089 +637%
SC
488
Searle & Co
Connecticut
$690K – – –
HCM
489
Highview Capital Management
Illinois
$689K +$689K +8,189 New
OWP
490
Obermeyer Wealth Partners
Colorado
$686K – – –
BC
491
Bridgefront Capital
Texas
$686K +$336K +3,997 +96%
PWG
492
Portside Wealth Group
Utah
$684K -$189K -2,246 -22%
Lazard Asset Management
493
Lazard Asset Management
New York
$682K +$682K +8,104 New
AIMCA
494
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$682K – – –
FI
495
FJ Investments
Utah
$682K +$682K +8,100 New
UCFA
496
United Capital Financial Advisors
Texas
$675K +$327K +3,885 +94%
DPAM
497
Degroof Petercam Asset Management
Belgium
$673K +$673K +8,000 New
IWM
498
IHT Wealth Management
Illinois
$672K -$24K -285 -3%
BMC
499
Beaton Management Company
Massachusetts
$672K – – –
ECM
500
Everence Capital Management
Indiana
$669K +$337K +4,010 +102%
18 19
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