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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 %
CWA
676
Centennial Wealth Advisory
Michigan
$294K -$5.38K -61 -2%
BOS
677
Bank of Stockton
California
$294K – – –
HTC
678
Haverford Trust Company
Pennsylvania
$288K -$96.2K -1,090 -25%
DLCIG
679
D.L. Carlson Investment Group
New Hampshire
$287K – – –
WJWM
680
Williams Jones Wealth Management
New York
$287K -$22.1K -250 -7%
SIAM
681
Sterling Investment Advisors (Missouri)
Missouri
$287K – – –
CC
682
Callan Capital
California
$286K – – –
Lido Advisors
683
Lido Advisors
California
$285K +$23.4K +265 +9%
LFA
684
LGT Financial Advisors
Texas
$284K – – –
GWSG
685
GPS Wealth Strategies Group
Colorado
$282K +$44.3K +502 +19%
WFI
686
West Family Investments
California
$281K -$200K -2,262 -42%
MNBTD
687
Moody National Bank Trust Division
Texas
$280K -$12.1K -137 -4%
CAM
688
Centre Asset Management
New York
$279K – – –
BBA
689
BLB&B Advisors
Pennsylvania
$278K -$18.4K -208 -6%
BBW
690
Blue Barn Wealth
Utah
$278K -$8.91K -101 -3%
P
691
Pitcairn
Pennsylvania
$275K -$6.35K -72 -2%
CAAS
692
Capital Asset Advisory Services
Michigan
$275K -$11.9K -130 -4%
EST
693
EA Series Trust
Pennsylvania
$274K +$274K +3,102 New
EF
694
Empowered Funds
Pennsylvania
$274K +$274K +3,102 New
UB
695
UMB Bank
Missouri
$273K -$618 -7 -0.2%
VFA
696
Values First Advisors
Tennessee
$272K -$70.2K -795 -20%
BBNA
697
Bremer Bank National Association
Minnesota
$271K +$3.79K +43 +1%
BFM
698
Boston Financial Management
Massachusetts
$269K +$7.24K +82 +3%
KFGK
699
Keystone Financial Group (Kentucky)
Kentucky
$269K +$269K +3,045 New
DI
700
DFPG Investments
Utah
$268K +$40.8K +455 +18%
26 27
28
29 30