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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 %
RT
501
Rockland Trust
Massachusetts
$628K +$190 +2 +0%
OSNBOA
502
Old Second National Bank of Aurora
Illinois
$625K – – –
SPC
503
Sigma Planning Corp
Michigan
$619K +$37.3K +393 +6%
IAN
504
Integrated Advisors Network
Texas
$616K -$3.32K -35 -0.5%
MLFP
505
MPS Loria Financial Planners
Illinois
$614K +$2.75K +29 +0.4%
NSAM
506
North Star Asset Management
Wisconsin
$612K -$61K -644 -9%
TT
507
TI-Trust
Illinois
$610K – – –
EWA
508
EP Wealth Advisors
California
$605K +$134K +650 +29%
CSB
509
City State Bank
Iowa
$603K -$15.6K -164 -3%
OC
510
Oarsman Capital
Wisconsin
$599K -$95.5K -1,007 -14%
EP
511
Edgestream Partners
New Jersey
$590K -$1.99M -20,964 -77%
CT
512
Coastline Trust
Rhode Island
$588K -$5.21K -55 -0.9%
MAS
513
Meeder Advisory Services
Ohio
$587K -$63.8K -673 -10%
WCA
514
Waratah Capital Advisors
Ontario, Canada
$584K – – –
FIM
515
Freedom Investment Management
Connecticut
$582K +$5.5K +58 +1%
DA
516
Drake & Associates
Wisconsin
$577K +$11.5K +121 +2%
MC
517
Moors & Cabot
Massachusetts
$574K -$2.09K -22 -0.4%
VFPW
518
Vantage Financial Partners (Wisconsin)
Wisconsin
$573K +$3.98K +42 +0.7%
SW
519
SVB Wealth
Massachusetts
$571K -$22.5K -237 -4%
BIM
520
Bridges Investment Management
Nebraska
$569K – – –
LTAS
521
Linden Thomas Advisory Services
North Carolina
$563K +$165K +1,743 +41%
CC
522
Chicago Capital
Illinois
$558K – – –
BCV
523
Banque Cantonale Vaudoise
Switzerland
$552K – – –
HWM
524
HB Wealth Management
Georgia
$548K +$210K +2,219 +62%
PWP
525
Phillips Wealth Planners
Mississippi
$547K +$298K +3,105 +120%
19 20
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