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WEC Energy

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
576
Buckley Wealth Management
Nevada
$459K +$7.13K +76 +2%
ACI
577
Alpha Cubed Investments
California
$458K
DT
578
Diversified Trust
Tennessee
$458K -$470K -5,010 -51%
PL
579
Plancorp LLC
Missouri
$458K -$156K -1,666 -25%
SSA
580
Schonfeld Strategic Advisors
New York
$457K +$457K +4,877 New
ACM
581
Advisors Capital Management
New Jersey
$457K +$7.31K +78 +2%
SS
582
Simplicity Solutions
Minnesota
$456K -$88.8K -947 -16%
AP
583
Appleton Partners
Massachusetts
$455K
MW
584
Marcum Wealth
Ohio
$453K -$5.72K -61 -1%
MCM
585
Mill Capital Management
North Carolina
$452K
IFU
586
iSAM Funds (UK)
United Kingdom
$449K +$449K +4,792 New
TMAM
587
Tokio Marine Asset Management
Japan
$449K -$144K -1,538 -24%
WA
588
Wealth Architects
California
$447K -$14.6K -156 -3%
PCI
589
Planning Center Inc
Illinois
$445K +$128K +1,360 +40%
Aviva
590
Aviva
United Kingdom
$444K
LIA
591
LS Investment Advisors
Michigan
$444K
OPS
592
Orion Portfolio Solutions
Nebraska
$442K +$29.7K +317 +7%
SMC
593
Smith, Moore & Co
Missouri
$440K -$37.4K -399 -8%
FFM
594
Forum Financial Management
Illinois
$437K
MSFS
595
Main Street Financial Solutions
Pennsylvania
$433K +$69.7K +741 +19%
BO
596
Bank OZK
Arkansas
$432K -$37.5K -400 -8%
DWA
597
Douglass Winthrop Advisors
New York
$431K -$94 -1 -0%
AG
598
Ascent Group
Virginia
$430K -$257K -2,746 -37%
OFS
599
OneAscent Financial Services
Alabama
$425K +$101K +1,082 +31%
ST
600
Smithfield Trust
Pennsylvania
$423K