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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 %
BWM
651
Blossom Wealth Management
California
$306K +$10.6K +132 +4%
EWA
652
EP Wealth Advisors
California
$306K +$78.9K +980 +35%
EF
653
Empowered Funds
Pennsylvania
$304K +$54.4K +675 +22%
AC
654
AlphaCore Capital
California
$302K -$14K -174 -4%
AIP
655
Ameritas Investment Partners
Nebraska
$301K – – –
KWA
656
Kingswood Wealth Advisors
California
$301K +$301K +3,740 New
CWM
657
Connecticut Wealth Management
Connecticut
$300K +$300K +3,728 New
JGUA
658
John G. Ullman & Associates
New York
$294K -$2.58K -32 -0.9%
FHC
659
First Heartland Consultants
Missouri
$294K +$80 +1 +0%
CAI
660
Capital Advisors Inc
Oklahoma
$292K -$9.1K -113 -3%
AFM
661
Armstrong Fleming & Moore
District of Columbia
$291K +$1.13K +14 +0.4%
PA
662
Parallel Advisors
California
$287K -$29.2K -362 -9%
RWA
663
Ropes Wealth Advisors
Massachusetts
$286K -$112K -1,393 -28%
RCAG
664
Rehmann Capital Advisory Group
Michigan
$285K +$9.35K +116 +3%
QCG
665
Quadrant Capital Group
Ohio
$282K +$38K +472 +16%
WJWM
666
Williams Jones Wealth Management
New York
$278K +$16.1K +200 +6%
GS
667
GTS Securities
New York
$278K +$278K +3,450 New
GWSG
668
GPS Wealth Strategies Group
Colorado
$277K +$19.7K +244 +8%
W
669
Wealthquest
Ohio
$275K +$275K +3,409 New
PCI
670
Planning Center Inc
Illinois
$274K – – –
Credit Agricole
671
Credit Agricole
France
$272K +$239K +2,967 +720%
MNBTD
672
Moody National Bank Trust Division
Texas
$272K +$16.8K +209 +7%
SP
673
Successful Portfolios
Florida
$271K -$322 -4 -0.1%
CI
674
Cigna Investments
Connecticut
$271K -$34.6K -430 -11%
P
675
Pitcairn
Pennsylvania
$271K +$19.5K +242 +8%
25 26
27
28 29