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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 %
BIM
526
Bridges Investment Management
Nebraska
$483K – – –
PRC
527
Pearl River Capital
Michigan
$483K +$483K +5,999 New
FWA
528
Freedom Wealth Alliance
Wisconsin
$483K -$126K -1,569 -21%
MC
529
Moors & Cabot
Massachusetts
$482K -$4.83K -60 -1%
DAC
530
Dividend Assets Capital
South Carolina
$480K -$191K -2,376 -28%
KFA
531
Krane Funds Advisors
New York
$479K +$479K +5,945 New
DA
532
Drake & Associates
Wisconsin
$477K -$7.73K -96 -2%
CC
533
Chicago Capital
Illinois
$474K – – –
MP
534
McDonald Partners
Ohio
$471K +$12.2K +151 +3%
DWP
535
Daymark Wealth Partners
Ohio
$470K +$7.98K +99 +2%
OC
536
Oarsman Capital
Wisconsin
$469K -$5.72K -71 -1%
MAS
537
Meeder Advisory Services
Ohio
$461K -$43.4K -539 -9%
APF
538
Alaska Permanent Fund
Alaska
$457K -$88.1K -1,094 -16%
SPC
539
Sigma Planning Corp
Michigan
$456K -$886 -11 -0.2%
ST
540
Spinnaker Trust
Maine
$455K – – –
TW
541
TrinityPoint Wealth
Connecticut
$453K +$2.34K +29 +0.5%
SF
542
Summit Financial
New Jersey
$450K +$403 +5 +0.1%
BMCM
543
Bryn Mawr Capital Management
Pennsylvania
$449K -$3.79K -47 -0.8%
CC
544
Courier Capital
New York
$449K – – –
FBA
545
Front Barnett Associates
Illinois
$447K – – –
TMAM
546
Tokio Marine Asset Management
Japan
$446K – – –
PPWM
547
Paragon Private Wealth Management
Kentucky
$444K +$39K +484 +10%
MG
548
Mather Group
Illinois
$443K -$80K -993 -15%
LI
549
LVZ Inc
Michigan
$441K +$441K +5,478 New
NSAM
550
North Star Asset Management
Wisconsin
$436K -$72.1K -895 -14%
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