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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 %
MLA
701
My Legacy Advisors
Oregon
$291K +$291K +3,540 New
OFS
702
OneAscent Financial Services
Alabama
$290K +$290K +3,451 New
SFI
703
Siemens Fonds Invest
Germany
$289K +$68.4K +813 +31%
FHC
704
First Heartland Consultants
Missouri
$288K -$19.3K -229 -6%
PA
705
Parallel Advisors
California
$287K -$13.3K -158 -4%
HSA
706
HBK Sorce Advisory
Pennsylvania
$287K +$39.7K +472 +16%
W
707
Wealthquest
Ohio
$286K -$758 -9 -0.3%
ZB
708
Zions Bancorporation
Utah
$286K +$7.83K +93 +3%
GWSG
709
GPS Wealth Strategies Group
Colorado
$286K -$3.45K -41 -1%
PCI
710
Planning Center Inc
Illinois
$286K -$1.09K -13 -0.4%
CCM
711
Coldstream Capital Management
Washington
$285K +$22.7K +270 +9%
CI
712
Cigna Investments
Connecticut
$283K – – –
QI
713
Qtron Investments
Massachusetts
$282K – – –
BBW
714
Blue Barn Wealth
Utah
$281K +$16.2K +193 +6%
SAM
715
Summit Asset Management
Tennessee
$281K – – –
VFA
716
Valeo Financial Advisors
Indiana
$278K +$278K +3,302 New
AC
717
AXQ Capital
New Jersey
$278K +$278K +3,300 New
GIA
718
Gladstone Institutional Advisory
Florida
$276K +$45.7K +543 +20%
RSWM
719
Robertson Stephens Wealth Management
California
$274K +$17.3K +206 +7%
SIAM
720
Sterling Investment Advisors (Missouri)
Missouri
$274K – – –
PNC
721
Park National Corp
Ohio
$272K -$50.5K -600 -16%
1SB
722
1ST Source Bank
Indiana
$272K -$101K -1,200 -27%
LFA
723
LGT Financial Advisors
Texas
$271K – – –
KFGK
724
Keystone Financial Group (Kentucky)
Kentucky
$270K +$11.6K +138 +4%
CWA
725
Centennial Wealth Advisory
Michigan
$269K -$6.15K -73 -2%
27 28
29
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