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WEC Energy
WEC

Overview Fund Activity

1,009 hedge funds and large institutions have $20.9B invested in WEC Energy in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 375 increasing their positions, 306 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-28
Holders Change %
-2.7%
% of All Funds
17.45%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
74
Increased
375
Reduced
306
Closed
88
Calls
$17.3M
Puts
$16.8M
Net Calls
+$571K
Net Calls Change
-$12M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$149M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.71B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$61.1M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$31.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Cohen & Steers
2
Cohen & Steers
New York
$28.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$55.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$468M
5
Victory Capital Management
5
Victory Capital Management
Texas
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
751
Autus Asset Management
Arizona
$241K – – –
OWM
752
OneAscent Wealth Management
Alabama
$240K +$15.8K +177 +7%
GRP
753
Global Retirement Partners
California
$239K -$1.1K -12 -0.5%
IA
754
IFG Advisors
Missouri
$239K – – –
NPF
755
Norris Perne & French
Michigan
$239K +$11.6K +130 +5%
VWA
756
V Wealth Advisors
Kansas
$238K -$447 -5 -0.2%
SW
757
SkyOak Wealth
Michigan
$238K – – –
E
758
Ergoteles
New York
$238K +$238K +2,656 New
BJL
759
Brighton Jones LLC
Washington
$237K +$24.9K +278 +12%
BFIM
760
Beese Fulmer Investment Management
Ohio
$235K – – –
FMTCOCP
761
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$235K – – –
AO
762
Advisor OS
Illinois
$235K +$235K +2,627 New
YWP
763
YorkBridge Wealth Partners
New York
$234K +$4.3K +48 +2%
FAN
764
Financial Advisors Network
California
$234K +$22.8K +255 +11%
SWM
765
SeaCrest Wealth Management
New York
$232K -$1.07K -12 -0.5%
XT
766
XTX Topco
Cayman Islands
$230K +$230K +2,571 New
WKWM
767
Walter & Keenan Wealth Management
Indiana
$229K +$1.7K +19 +0.7%
WPC
768
Waters Parkerson & Co
Louisiana
$228K – – –
QCM
769
Quantinno Capital Management
New York
$227K +$227K +2,538 New
IP
770
Isthmus Partners
Wisconsin
$226K – – –
PCWA
771
Pacific Capital Wealth Advisors
California
$226K – – –
WPW
772
Warther Private Wealth
Ohio
$225K – – –
SFA
773
Sequoia Financial Advisors
Ohio
$224K -$67.5K -756 -23%
ER
774
Enlightenment Research
Florida
$224K +$224K +2,500 New
ACA
775
Aptus Capital Advisors
Alabama
$223K +$223K +2,491 New
29 30
31
32 33