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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 %
MCM
601
McDonough Capital Management
Florida
$399K – – –
CAG
602
Csenge Advisory Group
Florida
$396K +$17.6K +199 +5%
II
603
Inspire Investing
Idaho
$396K +$706 +8 +0.2%
ZIC
604
ZWJ Investment Counsel
Georgia
$392K – – –
MWM
605
Mission Wealth Management
California
$391K -$45K -510 -10%
PCIA
606
Prime Capital Investment Advisors
Kansas
$390K +$390K +4,420 New
VF
607
Virtu Financial
New York
$389K +$163K +1,847 +72%
BO
608
Bank OZK
Arkansas
$386K -$20.8K -236 -5%
FAFN
609
First Affirmative Financial Network
Colorado
$384K +$265 +3 +0.1%
ACI
610
Alpha Cubed Investments
California
$381K – – –
CPSC
611
Carl P. Sherr & Co
Massachusetts
$379K -$1.06K -12 -0.3%
TFO
612
Tarbox Family Office
California
$378K – – –
IWS
613
Insight Wealth Strategies
California
$377K +$18.1K +205 +5%
ZCM
614
Ziegler Capital Management
Illinois
$374K – – –
FFN
615
Focus Financial Network
Minnesota
$372K +$18.1K +205 +5%
SFA
616
Sequoia Financial Advisors
Ohio
$371K +$44K +499 +13%
HI
617
Horizon Investments
North Carolina
$369K -$3.94K -45 -1%
DWT
618
Dorsey & Whitney Trust
South Dakota
$369K +$369K +4,181 New
1SB
619
1ST Source Bank
Indiana
$368K -$2.74K -31 -0.7%
JWCA
620
J.W. Cole Advisors
Florida
$366K -$7.77K -88 -2%
OFS
621
OneAscent Financial Services
Alabama
$365K -$46.8K -531 -11%
FMAEN1
622
Fund Management at Engine No 1
California
$362K +$24.5K +278 +7%
PTC
623
Private Trust Company
Ohio
$361K -$176 -2 -0%
AIM
624
Alhambra Investment Management
Florida
$360K – – –
RMCM
625
Reynders McVeigh Capital Management
Massachusetts
$360K -$6.61K -75 -2%
23 24
25
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