WEC icon

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 %
IWP
651
IAG Wealth Partners
Wisconsin
$334K -$8.15K -86 -2%
WJWM
652
Williams Jones Wealth Management
New York
$332K -$3.98K -42 -1%
BCP
653
Blue Chip Partners
Michigan
$329K +$2.37K +25 +0.7%
SSB
654
Sandy Spring Bank
Maryland
$326K – – –
SP
655
Successful Portfolios
Florida
$325K -$190 -2 -0.1%
VIA
656
Vident Investment Advisory
Georgia
$324K -$1.15M -12,158 -78%
FA
657
Faithward Advisors
Pennsylvania
$323K +$323K +3,446 New
CA
658
Crewe Advisors
Utah
$322K +$2.28K +24 +0.7%
RCAG
659
Rehmann Capital Advisory Group
Michigan
$322K +$5.59K +59 +2%
CWA
660
Centennial Wealth Advisory
Michigan
$322K +$42.7K +450 +15%
MM
661
MQS Management
New York
$321K +$321K +3,383 New
IWA
662
Inspirion Wealth Advisors
Illinois
$320K +$6.73K +71 +2%
ZB
663
Zions Bancorporation
Utah
$319K -$3.79K -40 -1%
BBA
664
BLB&B Advisors
Pennsylvania
$319K +$50K +528 +19%
SAM
665
Summit Asset Management
Tennessee
$316K – – –
BOS
666
Bank of Stockton
California
$316K – – –
MNBTD
667
Moody National Bank Trust Division
Texas
$313K +$13K +137 +4%
DLCIG
668
D.L. Carlson Investment Group
New Hampshire
$309K – – –
BBW
669
Blue Barn Wealth
Utah
$308K -$2.65K -28 -0.9%
SIAM
670
Sterling Investment Advisors (Missouri)
Missouri
$308K – – –
CC
671
Callan Capital
California
$308K – – –
QCG
672
Quadrant Capital Group
Ohio
$307K +$40.8K +430 +15%
LFA
673
LGT Financial Advisors
Texas
$305K – – –
BIA
674
Beacon Investment Advisors
Maryland
$304K +$1.23K +13 +0.4%
P
675
Pitcairn
Pennsylvania
$302K – – –
25 26
27
28 29