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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 %
CFGSD
726
Compass Financial Group (South Dakota)
South Dakota
$275K +$275K +2,938 New
DBT
727
Dubuque Bank & Trust
Iowa
$274K
BFM
728
Boston Financial Management
Massachusetts
$274K
RWA
729
Ropes Wealth Advisors
Massachusetts
$274K +$274K +2,918 New
FCI
730
Financial Counselors Inc
Kansas
$273K +$273K +2,915 New
UB
731
UMB Bank
Missouri
$270K
SF
732
Synovus Financial
Georgia
$270K +$270K +2,879 New
CCM
733
Carlson Capital Management
Minnesota
$267K -$1.88K -20 -0.7%
HWMG
734
Hurlow Wealth Management Group
Indiana
$267K +$938 +10 +0.4%
AWE
735
Avidian Wealth Enterprises
Texas
$267K -$1.31K -14 -0.5%
PWA
736
Providence Wealth Advisors
Illinois
$266K +$739 +8 +0.3%
BBA
737
BLB&B Advisors
Pennsylvania
$266K
XT
738
XTX Topco
Cayman Islands
$266K +$24.6K +262 +10%
SBWIC
739
Schaper Benz & Wise Investment Counsel
Wisconsin
$265K
MIM
740
MTM Investment Management
South Carolina
$265K
JWCA
741
J.W. Cole Advisors
Florida
$265K -$23.9K -255 -8%
QCG
742
Quadrant Capital Group
Ohio
$264K -$92.9K -991 -26%
RIA
743
Regal Investment Advisors
Michigan
$262K -$52.8K -563 -17%
OCG
744
Opus Capital Group
Ohio
$262K -$1.88K -20 -0.7%
AFS
745
Axiom Financial Strategies
Indiana
$262K +$40.7K +434 +18%
PWP
746
Principle Wealth Partners
Connecticut
$260K
SI
747
Stephens Inc
Arkansas
$259K -$1.69K -18 -0.6%
VDI
748
Vaughan David Investments
Illinois
$259K -$22.5K -240 -8%
FMTC
749
Farmers & Merchants Trust Company
California
$259K
PWM
750
Perigon Wealth Management
California
$258K -$4.31K -46 -2%