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WEC Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
751
Krane Funds Advisors
New York
$241K -$259K -3,081 -52%
MWA
752
Midland Wealth Advisors
Illinois
$241K +$241K +2,862 New
BOS
753
Bank of Stockton
California
$239K
MIM
754
MTM Investment Management
South Carolina
$238K
IWN
755
Independent Wealth Network
Iowa
$238K +$238K +2,825 New
ICG
756
InterOcean Capital Group
Tennessee
$237K +$237K +2,810 New
HWMG
757
Hurlow Wealth Management Group
Indiana
$235K -$168 -2 -0.1%
DLCIG
758
D.L. Carlson Investment Group
New Hampshire
$235K -$8.58K -110 -4%
CISOA
759
Capital Investment Services of America
Wisconsin
$234K
KIA
760
KLR Investment Advisors
Rhode Island
$233K +$233K +2,772 New
PWP
761
Principle Wealth Partners
Connecticut
$233K
WWM
762
Western Wealth Management
Colorado
$232K +$505 +6 +0.2%
CAAS
763
Capital Asset Advisory Services
Michigan
$231K -$19.9K -237 -8%
LOPW
764
Live Oak Private Wealth
North Carolina
$230K
BIM
765
Baldwin Investment Management
Pennsylvania
$228K
IIC
766
Ironwood Investment Counsel
Arizona
$227K
AIM
767
Arcadia Investment Management
Michigan
$227K
MPPLM
768
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$226K -$29.9K -355 -12%
DI
769
DFPG Investments
Utah
$226K -$2.77K -32 -1%
MSFS
770
Main Street Financial Solutions
Pennsylvania
$226K -$105K -1,253 -32%
IA
771
IFG Advisors
Missouri
$225K
FHA
772
Flagship Harbor Advisors
Massachusetts
$224K -$673 -8 -0.3%
KA
773
Kovack Advisors
Florida
$224K +$224K +2,664 New
MWM
774
MBE Wealth Management
Wisconsin
$224K -$1.85K -22 -0.8%
FMTC
775
Farmers & Merchants Trust Company
California
$224K