WEC icon

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 %
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K -$237K -2,938 -38%
MCM
577
Mill Capital Management
North Carolina
$389K – – –
ACA
578
Aptus Capital Advisors
Alabama
$388K +$201K +2,493 +107%
GSB
579
Greenfield Savings Bank
Massachusetts
$387K -$2.01K -25 -0.5%
AP
580
Appleton Partners
Massachusetts
$386K – – –
ST
581
Smithfield Trust
Pennsylvania
$383K -$8.42K -105 -2%
EH
582
Equitable Holdings
New York
$383K +$725 +9 +0.2%
DCM
583
Donaldson Capital Management
Indiana
$382K -$824K -10,234 -68%
SMC
584
Smith, Moore & Co
Missouri
$382K +$161 +2 +0%
Aviva
585
Aviva
United Kingdom
$381K – – –
LIA
586
LS Investment Advisors
Michigan
$381K – – –
WMA
587
West Michigan Advisors
Michigan
$381K -$3.46K -43 -0.9%
HCM
588
Hutner Capital Management
Vermont
$378K +$51.6K +640 +16%
AWM
589
Apollon Wealth Management
South Carolina
$376K -$71.9K -892 -16%
FFM
590
Forum Financial Management
Illinois
$376K – – –
NP
591
Nilsine Partners
Colorado
$376K -$2.98K -37 -0.8%
BTWM
592
Baker Tilly Wealth Management
Wisconsin
$374K +$8.14K +101 +2%
SVWAG
593
Sound View Wealth Advisors Group
Georgia
$374K +$64.9K +806 +21%
TPCW
594
TD Private Client Wealth
New York
$372K -$247K -3,068 -40%
DWA
595
Douglass Winthrop Advisors
New York
$371K – – –
IWP
596
IAG Wealth Partners
Wisconsin
$368K +$62.5K +776 +20%
ZIC
597
ZWJ Investment Counsel
Georgia
$367K +$9.51K +118 +3%
DWT
598
Dorsey & Whitney Trust
South Dakota
$367K +$30.1K +374 +9%
II
599
Inspire Investing
Idaho
$366K +$4.11K +51 +1%
MCM
600
McDonough Capital Management
Florida
$364K – – –
22 23
24
25 26