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WEC Energy
WEC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$392M
2
Invesco
Invesco
Georgia
+$157M
3
Millennium Management
Millennium Management
New York
+$127M
4
ClearBridge Investments
ClearBridge Investments
New York
+$99.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$78.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$390M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$70.4M
3
ESCM
Echo Street Capital Management
New York
-$47.2M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$36M
5
MAM
Magellan Asset Management
Australia
-$33.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCTC
676
Sanibel Captiva Trust Company
Florida
$333K +$333K +3,951 New
HDIM
677
Hanson & Doremus Investment Management
Vermont
$332K – – –
IWP
678
IAG Wealth Partners
Wisconsin
$332K -$53.2K -632 -14%
EWA
679
EP Wealth Advisors
California
$330K +$10.3K +122 +3%
Los Angeles Capital Management
680
Los Angeles Capital Management
California
$329K -$523K -6,218 -61%
BONH
681
Bank of New Hampshire
New Hampshire
$326K – – –
Lido Advisors
682
Lido Advisors
California
$324K +$49.6K +589 +18%
BOPW
683
Brandywine Oak Private Wealth
Pennsylvania
$323K -$8.5K -101 -3%
WA
684
WealthTrust Axiom
Pennsylvania
$321K – – –
RMCM
685
Reynders McVeigh Capital Management
Massachusetts
$315K -$28.6K -340 -8%
BFW
686
Brady Family Wealth
Missouri
$314K -$46.6K -554 -13%
GT
687
Glenview Trust
Kentucky
$311K +$311K +3,694 New
SI
688
Stephens Inc
Arkansas
$311K +$58.2K +691 +23%
A
689
AlphaQuest
New York
$306K +$306K +3,631 New
CAI
690
Capital Advisors Inc
Oklahoma
$305K – – –
BHCM
691
Brevan Howard Capital Management
Jersey
$305K +$305K +3,623 New
AFM
692
Armstrong Fleming & Moore
District of Columbia
$305K +$1.09K +13 +0.4%
GS
693
GTS Securities
New York
$303K +$12.1K +144 +4%
CWM
694
Connecticut Wealth Management
Connecticut
$297K -$16.8K -200 -5%
GW
695
GW & Wade
Massachusetts
$296K -$40.8K -486 -12%
HT
696
Headlands Technologies
Illinois
$295K +$231K +2,743 +359%
RWP
697
RWA Wealth Partners
Massachusetts
$292K +$292K +3,474 New
FFA
698
First Foundation Advisors
California
$292K -$40.9K -486 -12%
MM
699
MQS Management
New York
$291K -$122K -1,453 -30%
HTC
700
Haverford Trust Company
Pennsylvania
$291K +$16K +190 +6%
26 27
28
29 30