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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 %
CFS
701
CRA Financial Services
New Jersey
$267K – – –
QCG
702
Quadrant Capital Group
Ohio
$267K -$19K -215 -7%
SIA
703
Schechter Investment Advisors
Michigan
$267K -$60.8K -689 -19%
OWM
704
OneAscent Wealth Management
Alabama
$266K -$50.7K -575 -16%
CW
705
Connectus Wealth
Ohio
$264K – – –
AFS
706
Axiom Financial Strategies
Indiana
$263K – – –
FIB
707
First Interstate Bank
Montana
$263K – – –
CL
708
Choreo LLC
Illinois
$261K -$2.03K -23 -0.8%
GIA
709
Gladstone Institutional Advisory
Florida
$261K +$882 +10 +0.3%
OAM
710
Ostrum Asset Management
France
$260K +$176 +2 +0.1%
CFGSD
711
Compass Financial Group (South Dakota)
South Dakota
$259K – – –
IP
712
Isthmus Partners
Wisconsin
$258K – – –
ATC
713
Argent Trust Co
Tennessee
$258K +$12.1K +137 +5%
HSA
714
HBK Sorce Advisory
Pennsylvania
$258K +$25.6K +290 +11%
DBT
715
Dubuque Bank & Trust
Iowa
$257K – – –
LWM
716
Lodestone Wealth Management
Washington
$255K – – –
FMLI
717
Fukoku Mutual Life Insurance
Japan
$254K -$215K -2,431 -46%
FCI
718
Financial Counselors Inc
Kansas
$254K – – –
PWA
719
Providence Wealth Advisors
Illinois
$254K -$7.23K -80 -3%
SAM
720
Strategy Asset Managers
California
$254K +$794 +9 +0.3%
CFA
721
CWS Financial Advisors
Michigan
$253K +$10.1K +115 +4%
RSWM
722
Robertson Stephens Wealth Management
California
$251K +$251K +2,847 New
SI
723
Stephens Inc
Arkansas
$251K -$18.8K -213 -7%
CCM
724
Carlson Capital Management
Minnesota
$251K -$882 -10 -0.4%
SBWIC
725
Schaper Benz & Wise Investment Counsel
Wisconsin
$250K – – –
27 28
29
30 31