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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 %
FMAEN1
601
Fund Management at Engine No 1
California
$364K +$33.1K +411 +10%
ACM
602
Advisors Capital Management
New Jersey
$361K -$7.02K -87 -2%
BFS
603
Bradley Foster & Sargent
Connecticut
$358K – – –
1SB
604
1ST Source Bank
Indiana
$357K +$20.6K +256 +6%
CAG
605
Csenge Advisory Group
Florida
$352K -$9.43K -117 -3%
CC
606
Centiva Capital
New York
$352K +$352K +4,364 New
PCIA
607
Prime Capital Investment Advisors
Kansas
$351K -$4.83K -60 -1%
MPI
608
Mairs & Power Inc
Minnesota
$351K -$29.2K -362 -8%
FC
609
FORA Capital
Florida
$348K -$325K -4,035 -48%
ACI
610
Alpha Cubed Investments
California
$347K – – –
MFG
611
Merit Financial Group
Georgia
$347K -$87.2K -1,083 -20%
IWS
612
Insight Wealth Strategies
California
$347K +$3.06K +38 +0.9%
CPSC
613
Carl P. Sherr & Co
Massachusetts
$346K – – –
BFW
614
Brady Family Wealth
Missouri
$345K +$30.4K +378 +10%
TFO
615
Tarbox Family Office
California
$345K – – –
HI
616
Horizon Investments
North Carolina
$344K +$7.18K +90 +2%
EFG
617
Ethos Financial Group
Pennsylvania
$343K -$7.09K -88 -2%
CC
618
Callan Capital
California
$342K +$81K +1,006 +31%
AM
619
AGF Management
Ontario, Canada
$342K +$342K +4,242 New
ZCM
620
Ziegler Capital Management
Illinois
$341K – – –
Two Sigma Investments
621
Two Sigma Investments
New York
$341K -$9.45M -117,291 -97%
CFG
622
Citizens Financial Group
Rhode Island
$340K -$26.1K -324 -7%
VA
623
Vident Advisory
Georgia
$339K +$339K +4,209 New
FAN
624
Financial Advisors Network
California
$338K +$338K +4,200 New
BC
625
Bridgefront Capital
Texas
$335K +$335K +4,153 New
23 24
25
26 27