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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 %
1SB
601
1ST Source Bank
Indiana
$398K – – –
LFAS
602
Level Four Advisory Services
Texas
$398K +$398K +4,202 New
CPWA
603
Cerro Pacific Wealth Advisors
California
$396K +$2.28K +24 +0.6%
RMCM
604
Reynders McVeigh Capital Management
Massachusetts
$394K -$9.47K -100 -2%
PTC
605
Private Trust Company
Ohio
$388K -$14.6K -154 -4%
KFA
606
Krane Funds Advisors
New York
$388K -$181K -1,840 -32%
AIM
607
Alhambra Investment Management
Florida
$387K – – –
SVWAG
608
Sound View Wealth Advisors Group
Georgia
$387K -$16.8K -177 -4%
PA
609
Parallel Advisors
California
$386K +$82.6K +871 +27%
WSFS
610
Wilmington Savings Fund Society
Delaware
$386K +$1.14K +12 +0.3%
IWS
611
Insight Wealth Strategies
California
$385K +$3.32K +35 +0.9%
AC
612
AlphaCore Capital
California
$385K +$385K +4,065 New
BFS
613
Bard Financial Services
Connecticut
$385K – – –
HR
614
Howe & Rusling
New York
$381K +$381K +4,019 New
BFS
615
Bradley Foster & Sargent
Connecticut
$381K – – –
FFN
616
Focus Financial Network
Minnesota
$380K +$3.41K +36 +0.9%
BOPW
617
Brandywine Oak Private Wealth
Pennsylvania
$379K -$15.9K -168 -4%
O
618
Ossiam
France
$378K -$841K -8,875 -69%
AIP
619
Ameritas Investment Partners
Nebraska
$376K – – –
HDIM
620
Hanson & Doremus Investment Management
Vermont
$374K -$16.3K -172 -4%
EH
621
Equitable Holdings
New York
$374K -$26.3K -277 -7%
BMCM
622
Bryn Mawr Capital Management
Pennsylvania
$373K -$6.54K -69 -2%
MSFS
623
Main Street Financial Solutions
Pennsylvania
$369K -$68.4K -721 -16%
VFA
624
Values First Advisors
Tennessee
$368K +$21.6K +228 +6%
BONH
625
Bank of New Hampshire
New Hampshire
$367K – – –
23 24
25
26 27