WEC icon

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 %
ST
576
Smithfield Trust
Pennsylvania
$433K +$15.6K +176 +4%
PL
577
Plancorp LLC
Missouri
$429K -$10.8K -122 -2%
BTI
578
Blue Trust Inc
Georgia
$427K -$582K -6,138 -58%
GSB
579
Greenfield Savings Bank
Massachusetts
$426K – – –
MCM
580
Mill Capital Management
North Carolina
$426K -$46.3K -525 -10%
AP
581
Appleton Partners
Massachusetts
$423K – – –
WMA
582
West Michigan Advisors
Michigan
$421K +$168K +1,905 +67%
BL
583
Balentine LLC
Georgia
$421K -$22.1K -251 -5%
EH
584
Equitable Holdings
New York
$418K +$70.5K +799 +20%
SMC
585
Smith, Moore & Co
Missouri
$418K +$176 +2 +0%
Aviva
586
Aviva
United Kingdom
$418K – – –
LIA
587
LS Investment Advisors
Michigan
$418K – – –
MPI
588
Mairs & Power Inc
Minnesota
$416K -$198K -2,242 -32%
NP
589
Nilsine Partners
Colorado
$415K +$2.56K +29 +0.6%
TCOT
590
Trust Company of Toledo
Ohio
$412K -$70.6K -800 -15%
EFG
591
Ethos Financial Group
Pennsylvania
$412K – – –
FFM
592
Forum Financial Management
Illinois
$412K +$618 +7 +0.2%
UCFA
593
United Capital Financial Advisors
Texas
$412K -$366K -4,147 -47%
MC
594
Machina Capital
France
$410K +$410K +4,645 New
DWA
595
Douglass Winthrop Advisors
New York
$406K – – –
ACM
596
Advisors Capital Management
New Jersey
$403K -$16.8K -190 -4%
TI
597
Tidal Investments
Wisconsin
$402K +$20.2K +229 +5%
CFG
598
Citizens Financial Group
Rhode Island
$401K – – –
BS
599
Bessemer Securities
New York
$401K -$44.1K -500 -10%
BTWM
600
Baker Tilly Wealth Management
Wisconsin
$401K +$20.1K +228 +5%
22 23
24
25 26