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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 %
CAM
676
Centre Asset Management
New York
$300K -$11.4K -120 -4%
CAAS
677
Capital Asset Advisory Services
Michigan
$297K -$311K -3,286 -51%
UB
678
UMB Bank
Missouri
$294K +$19.9K +210 +7%
Lazard Asset Management
679
Lazard Asset Management
New York
$290K -$2.45M -25,919 -89%
SI
680
Stephens Inc
Arkansas
$290K +$28K +295 +11%
CFS
681
CRA Financial Services
New Jersey
$287K – – –
BBNA
682
Bremer Bank National Association
Minnesota
$287K +$3.32K +35 +1%
ACM
683
Acrisure Capital Management
Texas
$286K -$416K -4,389 -59%
BSW
684
Buckingham Strategic Wealth
Missouri
$286K – – –
PFO
685
Pathstone Family Office
New Jersey
$283K -$1.23M -12,463 -81%
CW
686
Connectus Wealth
Ohio
$283K – – –
CL
687
Choreo LLC
Illinois
$283K +$283K +2,985 New
AFS
688
Axiom Financial Strategies
Indiana
$283K +$18.3K +193 +7%
CISOA
689
Capital Investment Services of America
Wisconsin
$283K – – –
FIB
690
First Interstate Bank
Montana
$282K -$2.37K -25 -0.8%
BFM
691
Boston Financial Management
Massachusetts
$282K +$4.93K +52 +2%
GIA
692
Gladstone Institutional Advisory
Florida
$280K +$42.6K +449 +18%
OAM
693
Ostrum Asset Management
France
$279K +$279K +2,946 New
PWA
694
Providence Wealth Advisors
Illinois
$279K +$965 +10 +0.3%
CFGSD
695
Compass Financial Group (South Dakota)
South Dakota
$278K – – –
IP
696
Isthmus Partners
Wisconsin
$278K +$37.9K +400 +16%
DBT
697
Dubuque Bank & Trust
Iowa
$276K – – –
DSC
698
Duncker Streett & Co
Missouri
$275K -$35.5K -375 -11%
LWM
699
Lodestone Wealth Management
Washington
$274K -$16K -169 -6%
FCI
700
Financial Counselors Inc
Kansas
$272K -$3.88K -41 -1%
26 27
28
29 30