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WEC Energy
WEC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$392M
2
Invesco
Invesco
Georgia
+$157M
3
Millennium Management
Millennium Management
New York
+$127M
4
ClearBridge Investments
ClearBridge Investments
New York
+$99.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$78.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$390M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.4M
3
ESCM
Echo Street Capital Management
New York
-$47.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$36M
5
MAM
Magellan Asset Management
Australia
-$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
626
Freedom Investment Management
Connecticut
$401K -$24.2K -287 -6%
FFN
627
Focus Financial Network
Minnesota
$399K +$69.5K +826 +21%
MAS
628
Meeder Advisory Services
Ohio
$399K -$82.9K -985 -17%
SMC
629
Smith, Moore & Co
Missouri
$399K +$84 +1 +0%
Aviva
630
Aviva
United Kingdom
$399K – – –
LIA
631
LS Investment Advisors
Michigan
$398K – – –
DCM
632
Donaldson Capital Management
Indiana
$398K -$1.6K -19 -0.4%
GSB
633
Greenfield Savings Bank
Massachusetts
$396K -$8.5K -101 -2%
PWM
634
Partnership Wealth Management
Maryland
$396K +$396K +4,900 New
WPA
635
West Paces Advisors
Georgia
$395K -$39.8K -473 -9%
FFM
636
Forum Financial Management
Illinois
$393K – – –
AC
637
AlphaCore Capital
California
$392K +$76.3K +906 +24%
DWA
638
Douglass Winthrop Advisors
New York
$387K – – –
BCM
639
Becker Capital Management
Oregon
$386K -$46.9K -557 -11%
WI
640
Wintrust Investments
Illinois
$382K +$57.6K +684 +18%
MCM
641
McDonough Capital Management
Florida
$381K – – –
PWP
642
Phillips Wealth Planners
Mississippi
$380K -$120K -1,493 -24%
BWM
643
Blossom Wealth Management
California
$379K +$59.2K +703 +19%
EH
644
Equitable Holdings
New York
$376K -$23.5K -279 -6%
ACM
645
Advisors Capital Management
New Jersey
$376K -$757 -9 -0.2%
ST
646
Smithfield Trust
Pennsylvania
$375K -$27.3K -324 -7%
WMA
647
West Michigan Advisors
Michigan
$374K -$23.4K -278 -6%
ZIC
648
ZWJ Investment Counsel
Georgia
$374K -$9.93K -118 -3%
DAC
649
Dividend Assets Capital
South Carolina
$371K -$130K -1,550 -26%
NIM
650
NEOS Investment Management
Connecticut
$370K +$118K +1,405 +47%
24 25
26
27 28