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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 %
MLL
551
Moody Lynn & Lieberson
Massachusetts
$492K – – –
PNC
552
Park National Corp
Ohio
$492K +$275K +2,902 +127%
DT
553
Diversified Trust
Tennessee
$486K +$22.8K +241 +5%
MIM
554
Meridiem Investment Management
United Kingdom
$481K – – –
BS
555
Bessemer Securities
New York
$479K – – –
BCM
556
Becker Capital Management
Oregon
$477K – – –
MFT
557
Moisand Fitzgerald Tamayo
Florida
$477K -$481K -5,075 -50%
WAM
558
WFA Asset Management
Wisconsin
$477K +$2.94K +31 +0.6%
TCA
559
Transcend Capital Advisors
New Jersey
$477K -$26.2K -276 -5%
BL
560
Balentine LLC
Georgia
$476K -$303K -3,202 -39%
CA
561
Clearstead Advisors
Ohio
$474K -$66.9K -706 -12%
PL
562
Plancorp LLC
Missouri
$472K +$9.29K +98 +2%
MWM
563
Mission Wealth Management
California
$469K +$4.65K +49 +1%
HI
564
Hudock Inc
Pennsylvania
$469K +$1.9K +20 +0.4%
PCI
565
Planning Center Inc
Illinois
$465K – – –
BWM
566
Buckley Wealth Management
Nevada
$459K -$5.31K -56 -1%
GSB
567
Greenfield Savings Bank
Massachusetts
$458K -$52.1K -550 -10%
AP
568
Appleton Partners
Massachusetts
$454K -$6.16K -65 -1%
PFG
569
PAX Financial Group
Texas
$452K +$29.2K +308 +7%
WA
570
Wealth Architects
California
$452K – – –
ACM
571
Advisors Capital Management
New Jersey
$451K -$11.7K -123 -3%
Aviva
572
Aviva
United Kingdom
$449K – – –
SMC
573
Smith, Moore & Co
Missouri
$449K +$4.36K +46 +1%
LIA
574
LS Investment Advisors
Michigan
$449K – – –
ST
575
Smithfield Trust
Pennsylvania
$447K +$19K +200 +4%
21 22
23
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