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WEC Energy

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
676
Sandy Spring Bank
Maryland
$323K -$14.5K -155 -4%
SP
677
Successful Portfolios
Florida
$321K -$281 -3 -0.1%
ZB
678
Zions Bancorporation
Utah
$319K -$5.72K -61 -2%
KOMWMG
679
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$318K -$1.78K -19 -0.6%
GC
680
Gilbert & Cook
Iowa
$317K -$330K -3,520 -51%
CA
681
Crewe Advisors
Utah
$317K -$8.35K -89 -3%
SCP
682
Shorepoint Capital Partners
Massachusetts
$315K +$315K +3,358 New
RCAG
683
Rehmann Capital Advisory Group
Michigan
$313K +$3.75K +40 +1%
SAM
684
Summit Asset Management
Tennessee
$313K
FAN
685
Financial Advisors Network
California
$313K +$67.5K +720 +28%
PPWM
686
Paragon Private Wealth Management
Kentucky
$313K +$313K +3,333 New
PBO
687
Peoples Bank (Ohio)
Ohio
$312K +$312K +3,329 New
BOS
688
Bank of Stockton
California
$312K
IWA
689
Inspirion Wealth Advisors
Illinois
$310K +$188 +2 +0.1%
CFGS
690
Concourse Financial Group Securities
Alabama
$309K -$137K -1,457 -31%
APP
691
Alpha Paradigm Partners
Illinois
$308K -$86.8K -926 -22%
CAM
692
Centre Asset Management
New York
$308K -$6.47K -69 -2%
DSC
693
Duncker Streett & Co
Missouri
$308K
BBW
694
Blue Barn Wealth
Utah
$307K +$8.16K +87 +3%
OTL
695
Oak Thistle LLC
New York
$306K +$23.6K +252 +8%
DLCIG
696
D.L. Carlson Investment Group
New Hampshire
$305K
SIAM
697
Sterling Investment Advisors (Missouri)
Missouri
$305K
CC
698
Callan Capital
California
$304K +$304K +3,246 New
VF
699
Virtu Financial
New York
$303K +$303K +3,229 New
AF
700
Advisornet Financial
Minnesota
$303K -$98K -1,045 -24%