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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 %
CAAS
701
Capital Asset Advisory Services
Michigan
$247K -$2.32K -28 -0.9%
RSWM
702
Robertson Stephens Wealth Management
California
$246K +$16.4K +204 +7%
SSB
703
Sandy Spring Bank
Maryland
$245K -$33.4K -415 -12%
MPPLM
704
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$245K -$39.1K -486 -14%
CFS
705
CRA Financial Services
New Jersey
$244K – – –
CCM
706
Carlson Capital Management
Minnesota
$243K +$13.5K +168 +6%
PVI
707
Pine Valley Investments
New Jersey
$242K +$23.7K +294 +11%
AWM
708
Axxcess Wealth Management
California
$242K +$242K +3,002 New
KOMWMG
709
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K -$46.7K -580 -16%
SI
710
Stephens Inc
Arkansas
$241K +$12.3K +153 +5%
BBNA
711
Bremer Bank National Association
Minnesota
$241K -$6.28K -78 -3%
NIM
712
NEOS Investment Management
Connecticut
$241K +$241K +2,990 New
FIB
713
First Interstate Bank
Montana
$240K – – –
FDDB
714
Fidelity D&D Bancorp
Pennsylvania
$239K +$239K +2,966 New
IAIM
715
International Assets Investment Management
Florida
$237K +$9.43K +117 +4%
BFM
716
Boston Financial Management
Massachusetts
$237K -$9.26K -115 -4%
AFS
717
Axiom Financial Strategies
Indiana
$237K -$3.63K -45 -2%
CFGSD
718
Compass Financial Group (South Dakota)
South Dakota
$237K – – –
SAM
719
Strategy Asset Managers
California
$236K +$4.75K +59 +2%
HSA
720
HBK Sorce Advisory
Pennsylvania
$236K +$967 +12 +0.4%
MWA
721
Monograph Wealth Advisors
California
$236K +$236K +2,931 New
IP
722
Isthmus Partners
Wisconsin
$236K – – –
OAM
723
Ostrum Asset Management
France
$236K -$1.69K -21 -0.7%
DBT
724
Dubuque Bank & Trust
Iowa
$235K – – –
CGL
725
Clarius Group LLC
Washington
$234K -$61.9K -769 -21%
27 28
29
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