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WEC Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
VA
651
Vident Advisory
Georgia
$368K +$13.5K +160 +4%
PTC
652
Private Trust Company
Ohio
$368K +$30.4K +361 +9%
SWP
653
Significant Wealth Partners
Illinois
$367K +$367K +4,357 New
ACI
654
Alpha Cubed Investments
California
$363K
CPSC
655
Carl P. Sherr & Co
Massachusetts
$361K
Tudor Investment Corp
656
Tudor Investment Corp
Connecticut
$359K -$267K -3,167 -43%
TFO
657
Tarbox Family Office
California
$359K -$1.26K -15 -0.4%
SVWAG
658
Sound View Wealth Advisors Group
Georgia
$358K -$32K -380 -8%
FAN
659
Financial Advisors Network
California
$357K +$3.87K +46 +1%
ZCM
660
Ziegler Capital Management
Illinois
$357K
MPI
661
Mairs & Power Inc
Minnesota
$354K -$12K -143 -3%
SBIA
662
Sheaff Brock Investment Advisors
Indiana
$353K -$91.3K -1,085 -21%
IWS
663
Insight Wealth Strategies
California
$353K -$10K -119 -3%
BTWM
664
Baker Tilly Wealth Management
Wisconsin
$352K -$38.3K -455 -10%
ACA
665
Aptus Capital Advisors
Alabama
$345K -$60.1K -714 -15%
TCA
666
Transcend Capital Advisors
New Jersey
$345K -$1.68K -20 -0.5%
AIM
667
Alhambra Investment Management
Florida
$344K
BFS
668
Bard Financial Services
Connecticut
$342K
AWA
669
Arete Wealth Advisors
Illinois
$341K +$5.89K +70 +2%
PL
670
Plancorp LLC
Missouri
$339K -$79.5K -944 -19%
HR
671
Howe & Rusling
New York
$338K
NP
672
Nilsine Partners
Colorado
$337K -$55.9K -664 -14%
AIP
673
Ameritas Investment Partners
Nebraska
$336K +$21K +249 +7%
GI
674
Gradient Investments
Minnesota
$335K
SP
675
Successful Portfolios
Florida
$335K +$51.3K +609 +18%