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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
$674M
2
Invesco
Invesco
Georgia
$512M
3
Millennium Management
Millennium Management
New York
$153M
4
ClearBridge Investments
ClearBridge Investments
New York
$112M
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
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
Echo Street Capital Management
New York
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
Magellan Asset Management
Australia
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
UM
726
UniSuper Management
Australia
$269K +$66.5K +790 +33%
CCA
727
Checchi Capital Advisers
California
$268K -$9.51K -113 -3%
BBA
728
BLB&B Advisors
Pennsylvania
$266K – – –
P
729
Pitcairn
Pennsylvania
$265K -$17.8K -211 -6%
QCM
730
Qsemble Capital Management
New York
$263K -$3.06M -36,378 -92%
IAIM
731
International Assets Investment Management
Florida
$262K +$14.2K +169 +6%
UB
732
UMB Bank
Missouri
$261K -$12.8K -152 -5%
CFS
733
CRA Financial Services
New Jersey
$257K +$2.27K +27 +0.9%
SSB
734
Sandy Spring Bank
Maryland
$256K – – –
CC
735
Callan Capital
California
$255K -$102K -1,217 -29%
VSQM
736
V-Square Quantitative Management
Illinois
$254K +$17.7K +210 +7%
KOMWMG
737
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$253K +$589 +7 +0.2%
BBNA
738
Bremer Bank National Association
Minnesota
$252K – – –
BCP
739
Blue Chip Partners
Michigan
$252K -$20.4K -242 -7%
SW
740
SVB Wealth
Massachusetts
$251K +$251K +2,981 New
CCM
741
Carlson Capital Management
Minnesota
$250K -$3.2K -38 -1%
BFM
742
Boston Financial Management
Massachusetts
$250K +$2.44K +29 +1%
EW
743
Evexia Wealth
Wisconsin
$250K – – –
OAM
744
Ostrum Asset Management
France
$247K +$1.01K +12 +0.4%
CFGSD
745
Compass Financial Group (South Dakota)
South Dakota
$247K – – –
IP
746
Isthmus Partners
Wisconsin
$247K – – –
HB
747
HTLF Bank
Colorado
$245K +$245K +2,912 New
BSW
748
Buckingham Strategic Wealth
Missouri
$244K +$244K +2,904 New
LWM
749
Lodestone Wealth Management
Washington
$243K – – –
EA
750
Everpar Advisors
Oklahoma
$242K +$242K +2,879 New
28 29
30
31 32