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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 %
AAP
501
Aristotle Atlantic Partners
Florida
$668K – – –
FIA
502
Foundations Investment Advisors
Arizona
$662K +$124K +1,517 +23%
QCM
503
QRG Capital Management
Illinois
$656K +$13.8K +164 +2%
MHIC
504
Marble Harbor Investment Counsel
Massachusetts
$651K – – –
FLC
505
Fifth Lane Capital
Texas
$651K +$651K +7,729 New
VFPW
506
Vantage Financial Partners (Wisconsin)
Wisconsin
$647K +$130K +1,547 +25%
DC
507
Davenport & Co
Virginia
$645K -$14.8K -176 -2%
GVAG
508
Great Valley Advisor Group
Delaware
$642K +$3.03K +36 +0.5%
MP
509
McDonald Partners
Ohio
$641K +$149K +1,774 +30%
FGA
510
Fortis Group Advisors
New Jersey
$641K +$320K +3,805 +100%
Assenagon Asset Management
511
Assenagon Asset Management
Luxembourg
$640K -$18.3K -218 -3%
VWM
512
Venturi Wealth Management
Texas
$639K -$38.1K -453 -6%
CAM
513
Carret Asset Management
New York
$623K -$109K -1,300 -15%
BAMF
514
BI Asset Management Fondsmaeglerselskab
Denmark
$620K -$194K -2,306 -24%
BPWM
515
Badgley Phelps Wealth Managers
Washington
$620K +$29.1K +346 +5%
IMCOOI
516
Investment Management Corp of Ontario (IMCO)
Canada
$620K +$620K +7,362 New
WAS
517
Winch Advisory Services
Wisconsin
$619K +$37.3K +443 +6%
IHL
518
Investment House LLC
California
$614K – – –
BFG
519
Bleakley Financial Group
New Jersey
$612K -$52.2K -620 -8%
SS
520
Simplicity Solutions
Minnesota
$612K -$52.7K -626 -8%
DWM
521
Dakota Wealth Management
Florida
$611K +$44.9K +534 +8%
BTI
522
Blue Trust Inc
Georgia
$607K +$62.8K +781 +12%
CSIC
523
Clifford Swan Investment Counsel
California
$601K – – –
SC
524
Steph & Co
Wisconsin
$597K -$8.42K -100 -1%
CC
525
Centiva Capital
New York
$596K +$228K +2,714 +62%
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