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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 %
ACM
551
Alethea Capital Management
Washington
$427K +$427K +5,300 New
MWM
552
Mission Wealth Management
California
$426K +$68.9K +855 +19%
SBIA
553
Sheaff Brock Investment Advisors
Indiana
$425K +$1.13K +14 +0.3%
CTA
554
Chesley Taft & Associates
Illinois
$425K – – –
TI
555
Tidal Investments
Wisconsin
$425K +$57.8K +717 +16%
BFO
556
Boston Family Office
Massachusetts
$423K – – –
SFI
557
SPC Financial Inc
Maryland
$423K -$967 -12 -0.2%
WFI
558
West Family Investments
California
$416K +$160K +1,983 +62%
WAM
559
WFA Asset Management
Wisconsin
$416K +$2.66K +33 +0.6%
WPA
560
West Paces Advisors
Georgia
$416K -$21.3K -265 -5%
DT
561
Diversified Trust
Tennessee
$415K -$23.3K -289 -5%
WA
562
Wealth Architects
California
$415K +$1.45K +18 +0.4%
BCM
563
Becker Capital Management
Oregon
$414K +$8.62K +107 +2%
OSNBOA
564
Old Second National Bank of Aurora
Illinois
$412K -$119K -1,478 -22%
MIM
565
Meridiem Investment Management
United Kingdom
$409K – – –
FIM
566
Freedom Investment Management
Connecticut
$407K -$30.4K -377 -7%
PFG
567
PAX Financial Group
Texas
$407K +$7.89K +98 +2%
MFT
568
Moisand Fitzgerald Tamayo
Florida
$405K – – –
MIA
569
Milestone Investment Advisors
Wisconsin
$405K +$405K +5,028 New
HI
570
Hudock Inc
Pennsylvania
$400K +$322 +4 +0.1%
PL
571
Plancorp LLC
Missouri
$400K +$8.62K +107 +2%
MM
572
MQS Management
New York
$395K +$395K +4,909 New
MLL
573
Moody Lynn & Lieberson
Massachusetts
$395K -$23K -285 -5%
BL
574
Balentine LLC
Georgia
$395K +$10.6K +131 +3%
IWA
575
Inspirion Wealth Advisors
Illinois
$394K +$122K +1,515 +45%
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