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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 %
FMTC
751
Farmers & Merchants Trust Company
California
$214K – – –
FCI
752
Financial Counselors Inc
Kansas
$213K -$18.8K -233 -8%
CW
753
Connectus Wealth
Ohio
$212K -$28.2K -350 -12%
BHIA
754
Birch Hill Investment Advisors
Massachusetts
$212K – – –
NC
755
NinePointTwo Capital
California
$212K – – –
RIA
756
Regal Investment Advisors
Michigan
$212K +$161 +2 +0.1%
BFIM
757
Beese Fulmer Investment Management
Ohio
$212K – – –
SFI
758
Siemens Fonds Invest
Germany
$211K – – –
BIA
759
Beacon Investment Advisors
Maryland
$211K +$564 +7 +0.3%
JMF
760
Johnson Midwest Financial
Iowa
$211K – – –
DI
761
DFPG Investments
Utah
$210K -$27.3K -343 -11%
IIM
762
Ipswich Investment Management
Massachusetts
$207K – – –
MA
763
MJP Associates
Connecticut
$207K -$1.93K -24 -0.9%
FB
764
Fulton Bank
Pennsylvania
$206K -$7.41K -92 -3%
BJL
765
Brighton Jones LLC
Washington
$205K -$12.7K -158 -6%
WPC
766
Waters Parkerson & Co
Louisiana
$205K – – –
NPF
767
Norris Perne & French
Michigan
$205K – – –
TFGT
768
TS Financial Group (TSFG)
Illinois
$204K +$24.6K +305 +14%
Jones Financial Companies
769
Jones Financial Companies
Missouri
$199K +$564 +7 +0.3%
CSPIA
770
Cary Street Partners Investment Advisory
Virginia
$198K +$564 +7 +0.3%
FMTCOCP
771
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196K -$4.58K -57 -2%
AF
772
Advisornet Financial
Minnesota
$195K +$67.3K +835 +53%
UM
773
UniSuper Management
Australia
$193K – – –
TF
774
Tompkins Financial
New York
$192K – – –
MMG
775
Monetary Management Group
Missouri
$189K – – –
29 30
31
32 33