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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 %
SAM
701
Strategy Asset Managers
California
$272K -$9.95K -105 -4%
WMA
702
West Michigan Advisors
Michigan
$271K +$271K +2,864 New
CCM
703
Carlson Capital Management
Minnesota
$270K – – –
HWMG
704
Hurlow Wealth Management Group
Indiana
$270K -$190 -2 -0.1%
SBWIC
705
Schaper Benz & Wise Investment Counsel
Wisconsin
$268K – – –
MIM
706
MTM Investment Management
South Carolina
$268K – – –
FB
707
Fulton Bank
Pennsylvania
$265K +$27.7K +292 +12%
ATC
708
Argent Trust Co
Tennessee
$264K +$14.2K +150 +6%
PWP
709
Principle Wealth Partners
Connecticut
$263K – – –
VDI
710
Vaughan David Investments
Illinois
$262K – – –
CFA
711
CWS Financial Advisors
Michigan
$261K +$261K +2,754 New
OCG
712
Opus Capital Group
Ohio
$261K -$3.51K -37 -1%
BIM
713
Baldwin Investment Management
Pennsylvania
$256K +$379 +4 +0.1%
LOPW
714
Live Oak Private Wealth
North Carolina
$256K +$948 +10 +0.4%
AIM
715
Arcadia Investment Management
Michigan
$256K – – –
AWE
716
Avidian Wealth Enterprises
Texas
$255K -$14.6K -154 -5%
GWSG
717
GPS Wealth Strategies Group
Colorado
$255K +$255K +2,689 New
FCB
718
First Command Bank
Texas
$254K -$2.75K -29 -1%
FCFS
719
First Command Financial Services
Texas
$254K -$2.75K -29 -1%
IA
720
IFG Advisors
Missouri
$253K – – –
VWA
721
V Wealth Advisors
Kansas
$253K +$284 +3 +0.1%
MWM
722
MBE Wealth Management
Wisconsin
$252K – – –
FMTC
723
Farmers & Merchants Trust Company
California
$252K -$9.48K -100 -4%
BHIA
724
Birch Hill Investment Advisors
Massachusetts
$250K – – –
HSA
725
HBK Sorce Advisory
Pennsylvania
$249K -$283K -2,986 -53%
27 28
29
30 31