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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 %
BL
551
Balentine LLC
Georgia
$549K +$136K +1,619 +33%
SC
552
Syon Capital
California
$547K +$547K +6,500 New
IAN
553
Integrated Advisors Network
Texas
$545K -$91.9K -1,092 -14%
TT
554
TI-Trust
Illinois
$541K
PGFC
555
Peapack-Gladstone Financial Corp
New Jersey
$538K -$24.7K -294 -4%
OIA
556
OneDigital Investment Advisors
Kansas
$536K +$589 +7 +0.1%
Nomura Holdings
557
Nomura Holdings
Japan
$535K +$535K +6,358 New
BWM
558
Buckley Wealth Management
Nevada
$534K -$24.4K -290 -4%
SFI
559
SPC Financial Inc
Maryland
$526K +$84.2K +1,000 +19%
CSB
560
City State Bank
Iowa
$526K -$9.6K -114 -2%
PPWM
561
Paragon Private Wealth Management
Kentucky
$524K +$60.5K +719 +13%
DAS
562
Dynamic Advisor Solutions
Arizona
$520K -$17.9K -207 -3%
CA
563
Clearstead Advisors
Ohio
$520K -$521K -6,194 -50%
CSPIA
564
Cary Street Partners Investment Advisory
Virginia
$517K +$310K +3,683 +150%
CFGS
565
Concourse Financial Group Securities
Alabama
$516K +$404K +4,802 +360%
MCM
566
MAI Capital Management
Ohio
$515K -$45.8K -544 -8%
CFG
567
Citizens Financial Group
Rhode Island
$513K +$158K +1,872 +44%
IC
568
IEQ Capital
California
$505K -$163K -1,939 -24%
BIM
569
Bridges Investment Management
Nebraska
$505K
PTC
570
Petrus Trust Company
Texas
$504K +$504K +5,993 New
OC
571
Oarsman Capital
Wisconsin
$503K +$13.3K +158 +3%
DA
572
Drake & Associates
Wisconsin
$502K +$4.12K +49 +0.8%
DWP
573
Daymark Wealth Partners
Ohio
$501K +$9.68K +115 +2%
FC
574
FORA Capital
Florida
$499K +$136K +1,613 +37%
BFS
575
Bradley Foster & Sargent
Connecticut
$499K +$157K +1,868 +46%