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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 %
OPCM
776
Osborne Partners Capital Management
California
$216K – – –
KBFS
777
Kohmann Bosshard Financial Services
Ohio
$214K – – –
PCTC
778
Perkins Coie Trust Company
Washington
$214K – – –
VWMG
779
Virginia Wealth Management Group
Virginia
$214K – – –
TH
780
TCTC Holdings
Texas
$214K +$51.3K +541 +32%
CWP
781
CFM Wealth Partners
Texas
$213K – – –
TFGT
782
TS Financial Group (TSFG)
Illinois
$211K – – –
PI
783
PEAK6 Investments
Illinois
$211K +$211K +2,223 New
IIM
784
Ipswich Investment Management
Massachusetts
$211K – – –
PA
785
Pinnacle Associates
New York
$211K +$211K +2,221 New
TBA
786
Tower Bridge Advisors
Pennsylvania
$210K +$2.94K +31 +1%
PFGIA
787
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$379 +4 +0.2%
CM
788
Capital Management
Virginia
$209K – – –
WPW
789
Waldron Private Wealth
Pennsylvania
$209K +$209K +2,200 New
CAMG
790
CWA Asset Management Group
Florida
$207K -$1.71K -18 -0.8%
SGK
791
Steigerwald Gordon & Koch
Virginia
$206K -$19K -200 -8%
TIM
792
Thompson Investment Management
Wisconsin
$206K – – –
PHS
793
Pekin Hardy Strauss
Illinois
$206K – – –
CAM
794
Cozad Asset Management
Illinois
$204K – – –
BC
795
Bowman & Company
Wisconsin
$204K – – –
GWCM
796
Godshalk Welsh Capital Management
Pennsylvania
$204K – – –
ACA
797
Aptus Capital Advisors
Alabama
$203K +$203K +2,141 New
ISL
798
Ingalls & Snyder LLC
New York
$202K -$3.22K -34 -2%
IB
799
Intrust Bank
Kansas
$202K +$202K +2,128 New
PFBT
800
Parkside Financial Bank & Trust
Missouri
$198K -$95K -1,002 -32%
30 31
32
33 34