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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 %
LWM
726
Lodestone Wealth Management
Washington
$233K – – –
FMLI
727
Fukoku Mutual Life Insurance
Japan
$232K – – –
CIA
728
Choate Investment Advisors
Massachusetts
$231K +$231K +2,864 New
AWS
729
Atria Wealth Solutions
New York
$229K -$223K -2,765 -49%
SBWIC
730
Schaper Benz & Wise Investment Counsel
Wisconsin
$228K – – –
MIM
731
MTM Investment Management
South Carolina
$228K – – –
VSQM
732
V-Square Quantitative Management
Illinois
$227K +$169K +2,096 +292%
HWMG
733
Hurlow Wealth Management Group
Indiana
$225K – – –
CISOA
734
Capital Investment Services of America
Wisconsin
$224K – – –
PWP
735
Principle Wealth Partners
Connecticut
$223K – – –
CFA
736
CWS Financial Advisors
Michigan
$223K -$8.54K -106 -4%
WWM
737
Western Wealth Management
Colorado
$221K +$221K +2,745 New
SCM
738
Stevens Capital Management
Pennsylvania
$221K +$221K +2,747 New
GIA
739
Gladstone Institutional Advisory
Florida
$220K -$18.3K -227 -8%
LOPW
740
Live Oak Private Wealth
North Carolina
$220K – – –
FEM
741
Fulcrum Equity Management
Texas
$218K +$806 +10 +0.4%
BIM
742
Baldwin Investment Management
Pennsylvania
$218K – – –
AIM
743
Arcadia Investment Management
Michigan
$217K – – –
IIC
744
Ironwood Investment Counsel
Arizona
$217K +$217K +2,700 New
AO
745
Advisor OS
Illinois
$216K -$806 -10 -0.4%
DSC
746
Duncker Streett & Co
Missouri
$216K -$1.69K -21 -0.8%
PWA
747
Providence Wealth Advisors
Illinois
$216K +$690 +9 +0.3%
MWM
748
MBE Wealth Management
Wisconsin
$216K +$1.77K +22 +0.8%
FHA
749
Flagship Harbor Advisors
Massachusetts
$215K +$7.01K +87 +3%
IA
750
IFG Advisors
Missouri
$215K – – –
28 29
30
31 32