WEC icon

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 %
JWCA
676
J.W. Cole Advisors
Florida
$270K -$63.9K -793 -19%
QI
677
Qtron Investments
Massachusetts
$270K -$315K -3,915 -54%
SAM
678
Summit Asset Management
Tennessee
$269K – – –
ZB
679
Zions Bancorporation
Utah
$266K -$2.66K -33 -1%
BS
680
Bessemer Securities
New York
$266K -$101K -1,250 -27%
CCA
681
Checchi Capital Advisers
California
$266K -$12.2K -151 -4%
CWA
682
Centennial Wealth Advisory
Michigan
$264K -$4.99K -62 -2%
HTC
683
Haverford Trust Company
Pennsylvania
$263K – – –
Lido Advisors
684
Lido Advisors
California
$262K +$1.93K +24 +0.7%
UB
685
UMB Bank
Missouri
$262K +$13.2K +164 +5%
SIAM
686
Sterling Investment Advisors (Missouri)
Missouri
$262K – – –
CL
687
Choreo LLC
Illinois
$261K +$22K +273 +9%
BCP
688
Blue Chip Partners
Michigan
$260K -$31.3K -388 -11%
LFA
689
LGT Financial Advisors
Texas
$260K – – –
LNC
690
Lincoln National Corp
Pennsylvania
$259K -$15.8K -196 -6%
EW
691
Evexia Wealth
Wisconsin
$257K +$257K +3,126 New
FAIM
692
Financial Advocates Investment Management
Washington
$255K -$15.5K -192 -6%
BBA
693
BLB&B Advisors
Pennsylvania
$254K – – –
BBW
694
Blue Barn Wealth
Utah
$254K -$161 -2 -0.1%
TC
695
TwinBeech Capital
New York
$254K +$254K +3,148 New
DLCIG
696
D.L. Carlson Investment Group
New Hampshire
$251K -$10.9K -135 -4%
CCM
697
Coldstream Capital Management
Washington
$251K -$21.8K -271 -8%
CAM
698
Centre Asset Management
New York
$251K -$3.62K -45 -1%
BOS
699
Bank of Stockton
California
$248K -$29.1K -350 -11%
KFGK
700
Keystone Financial Group (Kentucky)
Kentucky
$248K +$2.26K +28 +0.9%
26 27
28
29 30