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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 %
GSEP
601
Golden State Equity Partners
California
$444K +$99.4K +1,181 +29%
BFO
602
Boston Family Office
Massachusetts
$442K
MG
603
Mather Group
Illinois
$442K -$21.2K -252 -5%
TI
604
Tidal Investments
Wisconsin
$442K -$2.27K -27 -0.5%
MWM
605
Mission Wealth Management
California
$438K -$6.99K -83 -2%
AWM
606
Axxcess Wealth Management
California
$435K +$182K +2,162 +72%
WCM
607
Weaver Capital Management
Georgia
$434K +$434K +5,153 New
WA
608
Wealth Architects
California
$433K
BMCM
609
Bryn Mawr Capital Management
Pennsylvania
$432K -$36.9K -438 -8%
OSNBOA
610
Old Second National Bank of Aurora
Illinois
$431K
TWP
611
Tyche Wealth Partners
Texas
$431K +$431K +5,117 New
MIM
612
Meridiem Investment Management
United Kingdom
$428K
MFT
613
Moisand Fitzgerald Tamayo
Florida
$424K
WAM
614
WFA Asset Management
Wisconsin
$422K -$12.1K -144 -3%
IWA
615
Inspirion Wealth Advisors
Illinois
$422K -$259 -3 -0.1%
MFG
616
Merit Financial Group
Georgia
$422K +$58.4K +694 +16%
PPC
617
Park Place Capital
Alabama
$419K +$283K +3,358 +207%
HI
618
Hudock Inc
Pennsylvania
$419K +$421 +5 +0.1%
DT
619
Diversified Trust
Tennessee
$418K -$15.5K -184 -4%
PFG
620
PAX Financial Group
Texas
$414K +$23.5K +303 +6%
MLL
621
Moody Lynn & Lieberson
Massachusetts
$413K
MCM
622
Mill Capital Management
North Carolina
$406K
GP
623
Girard Partners
Pennsylvania
$404K -$109K -1,290 -21%
AO
624
Advisor OS
Illinois
$404K +$177K +2,108 +78%
AP
625
Appleton Partners
Massachusetts
$403K