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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 %
TT
526
TI-Trust
Illinois
$567K – – –
CSB
527
City State Bank
Iowa
$561K – – –
NSAM
528
North Star Asset Management
Wisconsin
$556K -$13.2K -150 -2%
MAS
529
Meeder Advisory Services
Ohio
$553K +$6.44K +73 +1%
PWP
530
Phillips Wealth Planners
Mississippi
$552K +$48.6K +551 +10%
Two Sigma Advisers
531
Two Sigma Advisers
New York
$547K -$3.79M -42,900 -87%
BP
532
Ballentine Partners
Massachusetts
$545K -$538K -6,100 -50%
HWM
533
HB Wealth Management
Georgia
$545K +$35.4K +401 +7%
VFPW
534
Vantage Financial Partners (Wisconsin)
Wisconsin
$538K +$3.97K +45 +0.7%
MC
535
Moors & Cabot
Massachusetts
$533K -$1.5K -17 -0.3%
DA
536
Drake & Associates
Wisconsin
$531K -$6.8K -77 -1%
BIM
537
Bridges Investment Management
Nebraska
$529K – – –
OC
538
Oarsman Capital
Wisconsin
$520K -$37.6K -426 -7%
CC
539
Chicago Capital
Illinois
$519K – – –
DWP
540
Daymark Wealth Partners
Ohio
$506K +$174K +1,968 +52%
MP
541
McDonald Partners
Ohio
$503K +$10.4K +118 +2%
DAS
542
Dynamic Advisor Solutions
Arizona
$501K -$87.3K -989 -15%
SPC
543
Sigma Planning Corp
Michigan
$500K -$76.3K -864 -13%
ST
544
Spinnaker Trust
Maine
$498K -$6.62K -75 -1%
BMCM
545
Bryn Mawr Capital Management
Pennsylvania
$496K +$149K +1,685 +43%
AWS
546
Atria Wealth Solutions
New York
$494K +$29.8K +338 +6%
TW
547
TrinityPoint Wealth
Connecticut
$494K +$4.94K +56 +1%
OIA
548
OneDigital Investment Advisors
Kansas
$493K +$8.56K +97 +2%
SF
549
Summit Financial
New Jersey
$493K +$493K +5,583 New
CC
550
Courier Capital
New York
$491K – – –
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