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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 %
IWM
501
IHT Wealth Management
Illinois
$625K +$166K +1,883 +36%
TAM
502
Titleist Asset Management
Texas
$623K +$156K +1,771 +33%
QCM
503
Quantinno Capital Management
New York
$622K -$424K -4,801 -41%
MOS
504
MGO One Seven
Ohio
$621K -$6.62K -75 -1%
FAP
505
Financial Advisory Partners
Florida
$620K +$620K +7,024 New
Verition Fund Management
506
Verition Fund Management
Connecticut
$618K +$618K +7,004 New
GP
507
Girard Partners
Pennsylvania
$616K -$132K -1,500 -18%
FIA
508
Foundations Investment Advisors
Arizona
$616K -$81.9K -928 -12%
WAS
509
Winch Advisory Services
Wisconsin
$605K +$5.12K +58 +0.9%
ACM
510
Aquatic Capital Management
Illinois
$600K +$600K +6,800 New
S
511
SignatureFD
Georgia
$600K -$113K -1,281 -16%
MW
512
Marcum Wealth
Ohio
$599K +$123K +1,391 +26%
CIM
513
Chiron Investment Management
New York
$599K +$599K +6,783 New
WB
514
WesBanco Bank
West Virginia
$598K -$17.6K -199 -3%
APF
515
Alaska Permanent Fund
Alaska
$597K +$597K +6,771 New
ETC
516
Exchange Traded Concepts
Oklahoma
$597K -$60.1K -681 -9%
CA
517
Claro Advisors
Massachusetts
$589K +$122K +1,387 +26%
IA
518
IFP Advisors
Florida
$588K -$864K -9,789 -60%
BPWM
519
Badgley Phelps Wealth Managers
Washington
$586K – – –
MCM
520
MAI Capital Management
Ohio
$583K -$43.1K -489 -7%
OSNBOA
521
Old Second National Bank of Aurora
Illinois
$582K – – –
RT
522
Rockland Trust
Massachusetts
$580K -$5.12K -58 -0.9%
MLFP
523
MPS Loria Financial Planners
Illinois
$574K +$2.56K +29 +0.4%
MG
524
Mather Group
Illinois
$573K +$88.7K +1,005 +18%
IAN
525
Integrated Advisors Network
Texas
$569K -$4.24K -48 -0.7%
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