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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 %
MIM
726
MTM Investment Management
South Carolina
$250K – – –
IAIM
727
International Assets Investment Management
Florida
$249K +$19.4K +220 +8%
HWMG
728
Hurlow Wealth Management Group
Indiana
$246K -$5.21K -59 -2%
CISOA
729
Capital Investment Services of America
Wisconsin
$246K -$17.2K -195 -7%
PWP
730
Principle Wealth Partners
Connecticut
$244K – – –
VWA
731
V Wealth Advisors
Kansas
$244K +$9K +102 +4%
OCG
732
Opus Capital Group
Ohio
$243K – – –
LOPW
733
Live Oak Private Wealth
North Carolina
$241K +$2.47K +28 +1%
PVI
734
Pine Valley Investments
New Jersey
$240K +$240K +2,716 New
BJL
735
Brighton Jones LLC
Washington
$239K +$7.32K +83 +3%
DSC
736
Duncker Streett & Co
Missouri
$239K -$17.6K -199 -7%
BIM
737
Baldwin Investment Management
Pennsylvania
$239K – – –
AIM
738
Arcadia Investment Management
Michigan
$238K – – –
AO
739
Advisor OS
Illinois
$238K +$238K +2,696 New
FEM
740
Fulcrum Equity Management
Texas
$238K +$238K +2,694 New
IA
741
IFG Advisors
Missouri
$236K – – –
MWM
742
MBE Wealth Management
Wisconsin
$235K – – –
FMTC
743
Farmers & Merchants Trust Company
California
$235K – – –
STA
744
Summit Trail Advisors
New York
$234K +$234K +2,656 New
FB
745
Fulton Bank
Pennsylvania
$233K -$13.7K -155 -6%
BHIA
746
Birch Hill Investment Advisors
Massachusetts
$233K – – –
NC
747
NinePointTwo Capital
California
$232K – – –
BFIM
748
Beese Fulmer Investment Management
Ohio
$232K – – –
RIA
749
Regal Investment Advisors
Michigan
$232K +$3.62K +41 +2%
JMF
750
Johnson Midwest Financial
Iowa
$231K – – –
28 29
30
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