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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 %
IF
576
Intrua Financial
Texas
$498K +$498K +5,915 New
FAIM
577
Financial Advocates Investment Management
Washington
$496K +$229K +2,717 +86%
HWM
578
HB Wealth Management
Georgia
$492K -$321K -3,817 -39%
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$492K +$81.3K +966 +20%
LI
580
LVZ Inc
Michigan
$486K +$25.3K +300 +5%
APF
581
Alaska Permanent Fund
Alaska
$483K +$4.8K +57 +1%
MWM
582
MGB Wealth Management
Texas
$481K +$481K +5,714 New
1IA
583
1834 Investment Advisors
Wisconsin
$481K -$457K -5,432 -49%
ST
584
Spinnaker Trust
Maine
$475K
HI
585
Horizon Investments
North Carolina
$475K +$115K +1,386 +32%
CC
586
Chicago Capital
Illinois
$475K -$20.8K -247 -4%
CC
587
Courier Capital
New York
$469K -$168 -2 -0%
NWM
588
Northcape Wealth Management
New York
$465K +$465K +5,530 New
TPA
589
Trivium Point Advisory
Connecticut
$461K +$461K +5,480 New
RCAG
590
Rehmann Capital Advisory Group
Michigan
$461K +$163K +1,933 +55%
LNC
591
Lincoln National Corp
Pennsylvania
$461K +$190K +2,260 +70%
SWA
592
Stratos Wealth Advisors
Ohio
$458K -$132K -1,571 -22%
HCM
593
Hutner Capital Management
Vermont
$457K +$61.9K +736 +16%
NSAM
594
North Star Asset Management
Wisconsin
$455K
S
595
SignatureFD
Georgia
$454K -$69.8K -829 -13%
CA
596
Claro Advisors
Massachusetts
$453K -$144K -1,714 -24%
SF
597
Summit Financial
New Jersey
$450K -$20.2K -240 -4%
PCIA
598
Prime Capital Investment Advisors
Kansas
$447K +$79.9K +949 +22%
II
599
Inspire Investing
Idaho
$446K +$64K +760 +17%
CTA
600
Chesley Taft & Associates
Illinois
$444K