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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 %
LFA
701
LGT Financial Advisors
Texas
$302K +$302K +3,222 New
B
702
Bailard
California
$300K
PA
703
Parallel Advisors
California
$300K -$35.4K -378 -11%
BIA
704
Beacon Investment Advisors
Maryland
$300K +$300K +3,194 New
P
705
Pitcairn
Pennsylvania
$299K +$3.19K +34 +1%
HTC
706
Haverford Trust Company
Pennsylvania
$298K
SFA
707
Sequoia Financial Advisors
Ohio
$297K +$61.9K +660 +26%
MNBTD
708
Moody National Bank Trust Division
Texas
$297K -$24.8K -265 -8%
MCWS
709
McKinley Carter Wealth Services
West Virginia
$293K +$68K +725 +30%
PFBT
710
Parkside Financial Bank & Trust
Missouri
$290K -$2.16K -23 -0.7%
Kovitz Investment Group Partners
711
Kovitz Investment Group Partners
Illinois
$287K
LWM
712
Lodestone Wealth Management
Washington
$287K +$287K +3,057 New
BSW
713
Buckingham Strategic Wealth
Missouri
$286K -$19.1K -204 -6%
KFGK
714
Keystone Financial Group (Kentucky)
Kentucky
$285K
CFS
715
CRA Financial Services
New Jersey
$284K
FIB
716
First Interstate Bank
Montana
$282K -$7.04K -75 -2%
CCM
717
Coldstream Capital Management
Washington
$282K +$282K +3,004 New
SWA
718
Sutton Wealth Advisors
Florida
$281K -$2.16K -23 -0.8%
CW
719
Connectus Wealth
Ohio
$280K
BBNA
720
Bremer Bank National Association
Minnesota
$280K +$9.36K +100 +3%
CISOA
721
Capital Investment Services of America
Wisconsin
$279K +$18.3K +195 +7%
SAM
722
Strategy Asset Managers
California
$279K +$5.82K +62 +2%
SB
723
Strategic Blueprint
Georgia
$277K -$13.4K -143 -5%
WDC
724
Woodward Diversified Capital
California
$276K -$252K -2,683 -48%
CWA
725
Centennial Wealth Advisory
Michigan
$276K +$65.8K +702 +31%