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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 %
FBT
651
First Bankers Trust
Kentucky
$324K -$56.3K -638 -15%
CGL
652
Clarius Group LLC
Washington
$324K +$176 +2 +0.1%
BWM
653
Blossom Wealth Management
California
$323K +$117K +1,324 +57%
FHC
654
First Heartland Consultants
Missouri
$323K – – –
BCP
655
Blue Chip Partners
Michigan
$319K +$12.7K +144 +4%
LFAS
656
Level Four Advisory Services
Texas
$319K -$51.5K -584 -14%
AFM
657
Armstrong Fleming & Moore
District of Columbia
$317K +$317K +3,594 New
KOMWMG
658
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$316K +$265 +3 +0.1%
MPPLM
659
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$311K -$26.6K -302 -8%
AAM
660
Ascension Asset Management
New York
$309K +$309K +3,500 New
SSB
661
Sandy Spring Bank
Maryland
$305K +$1.59K +18 +0.5%
CCA
662
Checchi Capital Advisers
California
$305K -$8.12K -92 -3%
RCAG
663
Rehmann Capital Advisory Group
Michigan
$302K +$2.47K +28 +0.8%
CA
664
Crewe Advisors
Utah
$302K +$2.03K +23 +0.7%
CW
665
CreativeOne Wealth
Kansas
$302K -$9.72K -110 -3%
LNC
666
Lincoln National Corp
Pennsylvania
$301K -$16.9K -191 -5%
PCI
667
Planning Center Inc
Illinois
$301K -$119K -1,344 -28%
CCM
668
Coldstream Capital Management
Washington
$299K -$18.1K -205 -6%
IWA
669
Inspirion Wealth Advisors
Illinois
$298K +$176 +2 +0.1%
SP
670
Successful Portfolios
Florida
$297K -$4.68K -53 -2%
FAIM
671
Financial Advocates Investment Management
Washington
$297K -$15.3K -173 -5%
EWA
672
EP Wealth Advisors
California
$297K -$12K -114 -4%
VIA
673
Vident Investment Advisory
Georgia
$295K -$7.79K -88 -3%
ZB
674
Zions Bancorporation
Utah
$295K -$2.29K -26 -0.8%
SAM
675
Summit Asset Management
Tennessee
$294K – – –
25 26
27
28 29