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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 %
BFIM
726
Beese Fulmer Investment Management
Ohio
$249K – – –
NC
727
NinePointTwo Capital
California
$249K – – –
BJL
728
Brighton Jones LLC
Washington
$249K +$2.65K +28 +1%
EFMC
729
Empire Financial Management Company
New York
$249K +$249K +2,624 New
SFI
730
Siemens Fonds Invest
Germany
$249K -$2.28K -24 -0.9%
JMF
731
Johnson Midwest Financial
Iowa
$248K – – –
IAIM
732
International Assets Investment Management
Florida
$247K -$156K -1,650 -39%
MA
733
MJP Associates
Connecticut
$246K -$4.36K -46 -2%
RIA
734
Regal Investment Advisors
Michigan
$245K -$19.8K -209 -7%
PWM
735
Perigon Wealth Management
California
$245K -$16.3K -172 -6%
GCWM
736
Graham Capital Wealth Management
District of Columbia
$244K +$244K +257 New
VF
737
Virtu Financial
New York
$243K -$62.9K -664 -21%
WPC
738
Waters Parkerson & Co
Louisiana
$241K – – –
NPF
739
Norris Perne & French
Michigan
$241K – – –
DI
740
DFPG Investments
Utah
$240K +$27.6K +291 +13%
SW
741
SkyOak Wealth
Michigan
$240K -$12K -127 -5%
CAM
742
Cresset Asset Management
Illinois
$239K +$239K +2,519 New
JFG
743
Jefferies Financial Group
New York
$238K +$238K +2,516 New
WPW
744
Warther Private Wealth
Ohio
$238K – – –
MCWS
745
McKinley Carter Wealth Services
West Virginia
$238K -$58.1K -613 -20%
FMTCOCP
746
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$237K – – –
TNBTD
747
Trustmark National Bank Trust Department
Mississippi
$236K +$236K +2,493 New
PCWA
748
Pacific Capital Wealth Advisors
California
$236K – – –
IWM
749
Integris Wealth Management
California
$235K – – –
QP
750
Quilter Plc
United Kingdom
$234K +$234K +236 New
28 29
30
31 32