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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 %
AWM
551
Apollon Wealth Management
South Carolina
$491K -$6.44K -73 -1%
FBA
552
Front Barnett Associates
Illinois
$490K – – –
TMAM
553
Tokio Marine Asset Management
Japan
$489K -$5.82K -66 -1%
JFG
554
Jefferies Financial Group
New York
$488K +$266K +3,010 +120%
DT
555
Diversified Trust
Tennessee
$480K +$27.8K +315 +6%
FIM
556
Freedom Investment Management
Connecticut
$479K -$62.7K -711 -12%
WPA
557
West Paces Advisors
Georgia
$479K -$1.85K -21 -0.4%
SW
558
SVB Wealth
Massachusetts
$478K -$53.6K -608 -10%
MFG
559
Merit Financial Group
Georgia
$476K +$144K +1,633 +43%
CTA
560
Chesley Taft & Associates
Illinois
$466K – – –
SBIA
561
Sheaff Brock Investment Advisors
Indiana
$465K +$1.59K +18 +0.3%
SFI
562
SPC Financial Inc
Maryland
$464K – – –
BFO
563
Boston Family Office
Massachusetts
$464K – – –
MLL
564
Moody Lynn & Lieberson
Massachusetts
$458K – – –
WAM
565
WFA Asset Management
Wisconsin
$453K +$8.82K +100 +2%
WA
566
Wealth Architects
California
$453K +$32.3K +366 +8%
BRWA
567
B. Riley Wealth Advisors
Florida
$449K -$359K -4,065 -44%
MIM
568
Meridiem Investment Management
United Kingdom
$448K – – –
BCM
569
Becker Capital Management
Oregon
$444K – – –
MFT
570
Moisand Fitzgerald Tamayo
Florida
$444K – – –
PPWM
571
Paragon Private Wealth Management
Kentucky
$443K +$34.7K +393 +8%
CA
572
Clearstead Advisors
Ohio
$439K -$1.85K -21 -0.4%
HI
573
Hudock Inc
Pennsylvania
$438K +$2.21K +25 +0.5%
PFG
574
PAX Financial Group
Texas
$437K +$16.1K +182 +4%
RWA
575
Ropes Wealth Advisors
Massachusetts
$437K +$32.5K +368 +8%
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