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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 %
Jones Financial Companies
751
Jones Financial Companies
Missouri
$233K +$71.4K +753 +44%
EWM
752
Executive Wealth Management
Michigan
$233K – – –
ECM
753
Evergreen Capital Management
Washington
$232K +$232K +2,447 New
CIC
754
Carnegie Investment Counsel
Ohio
$231K – – –
BFM
755
Boothbay Fund Management
New York
$229K -$134K -1,418 -37%
GL
756
Graypoint LLC
New York
$229K +$229K +2,416 New
SWM
757
SeaCrest Wealth Management
New York
$228K -$10.1K -107 -4%
WKWM
758
Walter & Keenan Wealth Management
Indiana
$227K -$15.2K -160 -6%
IF
759
Intrua Financial
Texas
$226K -$27.8K -296 -11%
TF
760
Tompkins Financial
New York
$226K -$95 -1 -0%
GWP
761
Gateway Wealth Partners
Wisconsin
$225K +$95 +1 +0%
HP
762
Hilltop Partners
Indiana
$225K – – –
LC
763
LCNB Corp
Ohio
$225K -$9.48K -100 -4%
SFG
764
StrategIQ Financial Group
Indiana
$224K – – –
WDL
765
Well Done LLC
Michigan
$224K – – –
ANTB
766
AMG National Trust Bank
Colorado
$223K +$223K +2,355 New
Lido Advisors
767
Lido Advisors
California
$223K +$40.4K +537 +22%
MMG
768
Monetary Management Group
Missouri
$223K – – –
BWM
769
Blossom Wealth Management
California
$222K +$222K +2,341 New
LWM
770
Liberty Wealth Management
California
$222K +$222K +2,337 New
MG
771
Meritage Group
California
$221K -$3.7K -39 -2%
RBFC
772
Roman Butler Fullerton & Co
Missouri
$220K +$1.87K +19 +0.9%
JF
773
Jump Financial
Illinois
$220K -$536K -5,659 -71%
B
774
Bailard
California
$218K -$85.4K -901 -28%
SG
775
StoneX Group
New York
$217K +$217K +2,294 New
29 30
31
32 33