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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 %
LI
526
LVZ Inc
Michigan
$543K +$28.4K +300 +6%
ST
527
Spinnaker Trust
Maine
$542K -$339K -3,575 -38%
AWM
528
Apollon Wealth Management
South Carolina
$534K -$89.6K -945 -14%
TMAM
529
Tokio Marine Asset Management
Japan
$532K +$78.1K +824 +17%
MP
530
McDonald Partners
Ohio
$529K -$758 -8 -0.1%
CC
531
Courier Capital
New York
$528K – – –
FBA
532
Front Barnett Associates
Illinois
$526K – – –
TW
533
TrinityPoint Wealth
Connecticut
$525K +$6.64K +70 +1%
OIA
534
OneDigital Investment Advisors
Kansas
$521K +$35.5K +375 +7%
MG
535
Mather Group
Illinois
$520K -$24.5K -258 -4%
TCOT
536
Trust Company of Toledo
Ohio
$519K +$5.59K +59 +1%
WPA
537
West Paces Advisors
Georgia
$516K -$10.4K -110 -2%
WFI
538
West Family Investments
California
$516K -$27.8K -293 -5%
MIA
539
Milestone Investment Advisors
Wisconsin
$514K +$514K +5,418 New
MW
540
Marcum Wealth
Ohio
$511K +$53.7K +567 +12%
MCM
541
Mill Capital Management
North Carolina
$507K +$49.8K +525 +11%
FMLI
542
Fukoku Mutual Life Insurance
Japan
$503K – – –
CA
543
Claro Advisors
Massachusetts
$502K +$502K +5,292 New
TAM
544
Titleist Asset Management
Texas
$501K +$501K +5,290 New
CTA
545
Chesley Taft & Associates
Illinois
$500K – – –
AWS
546
Atria Wealth Solutions
New York
$499K -$5.12K -54 -1%
SFI
547
SPC Financial Inc
Maryland
$499K +$1.14K +12 +0.2%
BFO
548
Boston Family Office
Massachusetts
$498K – – –
SBIA
549
Sheaff Brock Investment Advisors
Indiana
$498K +$1.71K +18 +0.3%
IWM
550
IHT Wealth Management
Illinois
$493K +$117K +1,237 +31%
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