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WEC Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
AMG
526
Advisors Management Group
Wisconsin
$593K +$1.94K +23 +0.3%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$590K -$82.3K -978 -12%
MOS
528
MGO One Seven
Ohio
$585K -$9.76K -116 -2%
PP
529
Paloma Partners
Connecticut
$582K +$582K +6,909 New
CAG
530
Csenge Advisory Group
Florida
$581K +$213K +2,529 +58%
SCA
531
Snowden Capital Advisors
New York
$581K -$32.8K -390 -5%
GI
532
GAMMA Investing
California
$580K +$580K +7,186 New
ETC
533
Exchange Traded Concepts
Oklahoma
$580K +$2.36K +28 +0.4%
BP
534
Ballentine Partners
Massachusetts
$580K -$239K -2,836 -29%
TGAM
535
TBH Global Asset Management
Tennessee
$576K +$3.37K +40 +0.6%
TCOT
536
Trust Company of Toledo
Ohio
$575K +$39.3K +467 +7%
MC
537
Moors & Cabot
Massachusetts
$572K +$68.6K +815 +14%
TMAM
538
Tokio Marine Asset Management
Japan
$570K +$104K +1,234 +22%
IA
539
IFP Advisors
Florida
$567K +$12.6K +150 +2%
WB
540
WesBanco Bank
West Virginia
$567K -$21.2K -252 -4%
BRWA
541
B. Riley Wealth Advisors
Florida
$567K -$12K -142 -2%
GWM
542
Geneos Wealth Management
Colorado
$565K -$58.3K -693 -9%
LF
543
Lantz Financial
Illinois
$564K -$53K -630 -9%
MW
544
Marcum Wealth
Ohio
$558K -$8.5K -101 -2%
NW
545
NewEdge Wealth
Pennsylvania
$556K -$46.8K -556 -8%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$555K -$35.6K -423 -6%
MLFP
547
MPS Loria Financial Planners
Illinois
$553K +$2.53K +30 +0.5%
XT
548
XTX Topco
Cayman Islands
$552K +$36.5K +434 +7%
RT
549
Rockland Trust
Massachusetts
$551K -$2.1K -25 -0.4%
FAP
550
Financial Advisory Partners
Florida
$550K -$15.6K -185 -3%