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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 %
MFG
776
Merit Financial Group
Georgia
$223K +$223K +2,493 New
SFG
777
StrategIQ Financial Group
Indiana
$219K – – –
CAMG
778
CWA Asset Management Group
Florida
$219K +$6.7K +75 +3%
BB
779
Busey Bank
Illinois
$218K – – –
ZCA
780
Zeke Capital Advisors
Pennsylvania
$218K – – –
CIC
781
Carnegie Investment Counsel
Ohio
$218K – – –
BS
782
Boenning & Scattergood
Pennsylvania
$218K – – –
GGS
783
Galvin Gaustad & Stein
Arizona
$217K -$77K -861 -26%
GWANC
784
Guardian Wealth Advisors (North Carolina)
North Carolina
$216K +$216K +2,412 New
FF
785
FourThought Financial
Florida
$215K -$120K -1,338 -36%
MCWS
786
McKinley Carter Wealth Services
West Virginia
$215K -$18.6K -208 -8%
Lido Advisors
787
Lido Advisors
California
$214K -$1.61K -18 -0.7%
BHIA
788
Birch Hill Investment Advisors
Massachusetts
$214K – – –
LC
789
LCNB Corp
Ohio
$214K – – –
TWM
790
Triton Wealth Management
Arizona
$214K +$92 +1 +0%
SW
791
StrongBox Wealth
Missouri
$213K – – –
SGK
792
Steigerwald Gordon & Koch
Virginia
$212K – – –
AFS
793
Axiom Financial Strategies
Indiana
$211K -$20.8K -232 -9%
WDL
794
Well Done LLC
Michigan
$211K – – –
MMG
795
Monetary Management Group
Missouri
$210K – – –
AA
796
Addison Advisors
Vermont
$208K – – –
ECM
797
Exchange Capital Management
Michigan
$207K -$2.24K -25 -1%
GIA
798
Gladstone Institutional Advisory
Florida
$207K +$537 +6 +0.3%
OPCM
799
Osborne Partners Capital Management
California
$204K – – –
PSP
800
Principal Street Partners
Tennessee
$204K +$204K +2,285 New
30 31
32
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