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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 %
UCFA
626
United Capital Financial Advisors
Texas
$333K -$43.5K -540 -12%
TCA
627
Transcend Capital Advisors
New Jersey
$331K +$7.25K +90 +2%
GSEP
628
Golden State Equity Partners
California
$330K +$22.6K +281 +7%
AIM
629
Alhambra Investment Management
Florida
$329K – – –
RMCM
630
Reynders McVeigh Capital Management
Massachusetts
$329K – – –
Wolverine Trading
631
Wolverine Trading
Illinois
$328K +$328K +4,077 New
BFS
632
Bard Financial Services
Connecticut
$327K – – –
LCM
633
Landscape Capital Management
New Jersey
$327K +$327K +4,059 New
HR
634
Howe & Rusling
New York
$324K – – –
GW
635
GW & Wade
Massachusetts
$323K +$323K +4,008 New
PTC
636
Private Trust Company
Ohio
$323K -$6.85K -85 -2%
SPA
637
Sherbrooke Park Advisers
New York
$321K +$321K +3,984 New
AWA
638
Arete Wealth Advisors
Illinois
$321K +$321K +3,983 New
WSFS
639
Wilmington Savings Fund Society
Delaware
$321K -$1.53K -19 -0.5%
GI
640
Gradient Investments
Minnesota
$321K +$11.2K +139 +4%
FFA
641
First Foundation Advisors
California
$319K +$319K +3,955 New
HDIM
642
Hanson & Doremus Investment Management
Vermont
$318K – – –
BOPW
643
Brandywine Oak Private Wealth
Pennsylvania
$317K -$81 -1 -0%
MSFS
644
Main Street Financial Solutions
Pennsylvania
$317K +$3.87K +48 +1%
FFN
645
Focus Financial Network
Minnesota
$315K -$24.2K -301 -7%
BONH
646
Bank of New Hampshire
New Hampshire
$312K – – –
WI
647
Wintrust Investments
Illinois
$311K +$161 +2 +0.1%
PNC
648
Park National Corp
Ohio
$309K -$12.3K -153 -4%
WA
649
WealthTrust Axiom
Pennsylvania
$307K – – –
FGA
650
Fortis Group Advisors
New Jersey
$306K +$306K +3,805 New
24 25
26
27 28