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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 %
NP
576
Nilsine Partners
Colorado
$443K +$443K +4,674 New
OFS
577
OneAscent Financial Services
Alabama
$442K +$12.5K +132 +3%
FFM
578
Forum Financial Management
Illinois
$442K +$95 +1 +0%
PPWM
579
Paragon Private Wealth Management
Kentucky
$439K +$123K +1,296 +39%
BO
580
Bank OZK
Arkansas
$437K – – –
BC
581
Brookfield Corp
Ontario, Canada
$436K +$436K +4,601 New
DWA
582
Douglass Winthrop Advisors
New York
$436K – – –
RWA
583
Ropes Wealth Advisors
Massachusetts
$434K +$158K +1,664 +57%
CFG
584
Citizens Financial Group
Rhode Island
$431K +$9.48K +100 +2%
MCM
585
McDonough Capital Management
Florida
$429K +$2.37K +25 +0.6%
II
586
Inspire Investing
Idaho
$425K -$182K -1,923 -30%
ZIC
587
ZWJ Investment Counsel
Georgia
$421K – – –
HTC
588
Haverford Trust Company
Pennsylvania
$413K +$111K +1,175 +37%
FAFN
589
First Affirmative Financial Network
Colorado
$413K +$5.78K +61 +1%
EFG
590
Ethos Financial Group
Pennsylvania
$412K -$3.03K -32 -0.7%
TI
591
Tidal Investments
Wisconsin
$410K +$35.5K +375 +9%
FBT
592
First Bankers Trust
Kentucky
$409K +$49.8K +525 +14%
ACI
593
Alpha Cubed Investments
California
$409K -$54.2K -572 -12%
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$409K +$3.03K +32 +0.7%
CPSC
595
Carl P. Sherr & Co
Massachusetts
$408K – – –
CAG
596
Csenge Advisory Group
Florida
$407K -$1.71K -18 -0.4%
TFO
597
Tarbox Family Office
California
$406K – – –
HI
598
Horizon Investments
North Carolina
$405K -$146K -1,542 -27%
ZCM
599
Ziegler Capital Management
Illinois
$402K – – –
JWCA
600
J.W. Cole Advisors
Florida
$401K +$133K +1,404 +50%
22 23
24
25 26