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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 %
BIA
751
Beacon Investment Advisors
Maryland
$231K -$52.1K -590 -18%
SFI
752
Siemens Fonds Invest
Germany
$230K – – –
QT
753
Quantamental Technologies
New York
$230K +$230K +2,603 New
MA
754
MJP Associates
Connecticut
$229K -$529 -6 -0.2%
FHA
755
Flagship Harbor Advisors
Massachusetts
$228K +$228K +2,588 New
IIM
756
Ipswich Investment Management
Massachusetts
$227K +$30.9K +350 +16%
NPF
757
Norris Perne & French
Michigan
$224K – – –
WPC
758
Waters Parkerson & Co
Louisiana
$224K – – –
SW
759
SkyOak Wealth
Michigan
$223K – – –
PWM
760
Perigon Wealth Management
California
$222K -$5.65K -64 -2%
WPW
761
Warther Private Wealth
Ohio
$222K – – –
MCWS
762
McKinley Carter Wealth Services
West Virginia
$222K – – –
BSW
763
Buckingham Strategic Wealth
Missouri
$221K -$48.1K -545 -18%
BCM
764
Bayesian Capital Management
New York
$221K +$221K +2,500 New
FMTCOCP
765
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K – – –
PCWA
766
Pacific Capital Wealth Advisors
California
$220K – – –
GWP
767
Gateway Wealth Partners
Wisconsin
$219K +$9K +102 +4%
IWM
768
Integris Wealth Management
California
$219K – – –
EWM
769
Executive Wealth Management
Michigan
$218K +$794 +9 +0.4%
Jones Financial Companies
770
Jones Financial Companies
Missouri
$218K +$529 +6 +0.2%
CSPIA
771
Cary Street Partners Investment Advisory
Virginia
$216K +$38K +431 +21%
TNBTD
772
Trustmark National Bank Trust Department
Mississippi
$215K -$4.77K -54 -2%
CIC
773
Carnegie Investment Counsel
Ohio
$215K – – –
MGIA
774
Moneta Group Investment Advisors
Missouri
$215K +$215K +2,433 New
IF
775
Intrua Financial
Texas
$212K -$353 -4 -0.2%
29 30
31
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