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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 %
MW
501
Marcum Wealth
Ohio
$542K -$4.35K -54 -0.8%
FAP
502
Financial Advisory Partners
Florida
$542K -$24.2K -300 -4%
DWM
503
Dakota Wealth Management
Florida
$541K -$79.4K -986 -13%
QCM
504
Quantinno Capital Management
New York
$541K -$27K -335 -5%
ACM
505
AlphaStar Capital Management
North Carolina
$539K -$62.3K -774 -10%
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$538K -$91.8K -1,141 -15%
MCM
507
MAI Capital Management
Ohio
$537K +$4.67K +58 +0.9%
BWM
508
Buckley Wealth Management
Nevada
$535K -$154K -1,915 -22%
WorldQuant Millennium Advisors
509
WorldQuant Millennium Advisors
New York
$531K -$143K -1,776 -21%
IA
510
IFP Advisors
Florida
$531K -$5.56K -69 -1%
BFM
511
Boothbay Fund Management
New York
$531K +$531K +6,588 New
FIA
512
Foundations Investment Advisors
Arizona
$530K -$32.6K -405 -6%
RT
513
Rockland Trust
Massachusetts
$529K – – –
MLFP
514
MPS Loria Financial Planners
Illinois
$527K +$2.5K +31 +0.5%
TT
515
TI-Trust
Illinois
$518K – – –
TCOT
516
Trust Company of Toledo
Ohio
$513K +$137K +1,698 +36%
PWP
517
Phillips Wealth Planners
Mississippi
$513K -$2.47K -30 -0.5%
OIA
518
OneDigital Investment Advisors
Kansas
$512K +$61.9K +768 +14%
CSB
519
City State Bank
Iowa
$512K – – –
DTL
520
Dynamic Technology Lab
Singapore
$506K -$480K -5,961 -49%
DAS
521
Dynamic Advisor Solutions
Arizona
$502K +$45.1K +560 +10%
S
522
SignatureFD
Georgia
$501K -$46.2K -573 -8%
VFPW
523
Vantage Financial Partners (Wisconsin)
Wisconsin
$494K +$3.63K +45 +0.7%
XT
524
XTX Topco
Cayman Islands
$494K +$494K +6,129 New
GP
525
Girard Partners
Pennsylvania
$490K -$71.9K -892 -13%
19 20
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