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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 %
BFS
626
Bradley Foster & Sargent
Connecticut
$358K +$4.06K +46 +1%
BFS
627
Bard Financial Services
Connecticut
$358K – – –
HCM
628
Hutner Capital Management
Vermont
$357K +$21.5K +244 +6%
TCA
629
Transcend Capital Advisors
New Jersey
$355K -$88.7K -1,005 -20%
HR
630
Howe & Rusling
New York
$355K – – –
WSFS
631
Wilmington Savings Fund Society
Delaware
$353K -$6.62K -75 -2%
PNC
632
Park National Corp
Ohio
$352K -$106K -1,200 -23%
HDIM
633
Hanson & Doremus Investment Management
Vermont
$348K – – –
BOPW
634
Brandywine Oak Private Wealth
Pennsylvania
$348K -$5.47K -62 -2%
PA
635
Parallel Advisors
California
$347K -$12.8K -145 -4%
AC
636
AlphaCore Capital
California
$346K -$12.4K -141 -3%
BFW
637
Brady Family Wealth
Missouri
$345K +$13.2K +150 +4%
MSFS
638
Main Street Financial Solutions
Pennsylvania
$343K +$88 +1 +0%
BONH
639
Bank of New Hampshire
New Hampshire
$341K – – –
WI
640
Wintrust Investments
Illinois
$340K +$340K +3,853 New
GI
641
Gradient Investments
Minnesota
$339K -$794 -9 -0.2%
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$338K -$22K -249 -6%
WA
643
WealthTrust Axiom
Pennsylvania
$337K – – –
CT
644
Coastline Trust
Rhode Island
$336K -$211K -2,388 -39%
GSEP
645
Golden State Equity Partners
California
$336K +$336K +3,810 New
IWP
646
IAG Wealth Partners
Wisconsin
$335K +$24.5K +278 +8%
CI
647
Cigna Investments
Connecticut
$335K – – –
CAI
648
Capital Advisors Inc
Oklahoma
$330K -$441 -5 -0.1%
AIP
649
Ameritas Investment Partners
Nebraska
$330K -$19.9K -226 -6%
JGUA
650
John G. Ullman & Associates
New York
$325K – – –
24 25
26
27 28