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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 %
GI
626
Gradient Investments
Minnesota
$365K +$853 +9 +0.2%
MPPLM
627
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$363K – – –
OTL
628
Oak Thistle LLC
New York
$363K +$53.2K +561 +17%
FMAEN1
629
Fund Management at Engine No 1
California
$363K +$33.4K +352 +10%
WA
630
WealthTrust Axiom
Pennsylvania
$362K – – –
HCM
631
Hutner Capital Management
Vermont
$361K – – –
CI
632
Cigna Investments
Connecticut
$360K -$6.55K -69 -2%
DWP
633
Daymark Wealth Partners
Ohio
$357K +$357K +3,767 New
MFG
634
Merit Financial Group
Georgia
$357K -$8.44K -89 -2%
BFW
635
Brady Family Wealth
Missouri
$357K +$2.56K +27 +0.7%
CAI
636
Capital Advisors Inc
Oklahoma
$355K +$664 +7 +0.2%
SIA
637
Schechter Investment Advisors
Michigan
$352K +$25.6K +270 +8%
SFA
638
Sequoia Financial Advisors
Ohio
$352K +$51.2K +540 +17%
BPC
639
Banque Pictet & Cie
Switzerland
$349K -$289K -3,053 -45%
JGUA
640
John G. Ullman & Associates
New York
$349K -$2.75K -29 -0.8%
CGL
641
Clarius Group LLC
Washington
$348K +$13K +137 +4%
FHC
642
First Heartland Consultants
Missouri
$346K +$4.55K +48 +1%
FFIC
643
First Fiduciary Investment Counsel
Ohio
$346K – – –
LNC
644
Lincoln National Corp
Pennsylvania
$341K -$2.84K -30 -0.8%
CCM
645
Coldstream Capital Management
Washington
$341K +$55.8K +589 +20%
OWM
646
OneAscent Wealth Management
Alabama
$340K +$663 +7 +0.2%
KOMWMG
647
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$339K +$17.4K +184 +5%
CCA
648
Checchi Capital Advisers
California
$336K -$25.8K -272 -7%
FAIM
649
Financial Advocates Investment Management
Washington
$335K +$1.42K +15 +0.4%
CW
650
CreativeOne Wealth
Kansas
$334K +$114K +1,202 +52%
24 25
26
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