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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 %
TIA
776
Trust Investment Advisors
Indiana
$212K +$212K +2,404 New
WKWM
777
Walter & Keenan Wealth Management
Indiana
$212K +$353 +4 +0.2%
SWM
778
SeaCrest Wealth Management
New York
$212K – – –
UM
779
UniSuper Management
Australia
$212K +$212K +2,400 New
GL
780
Graypoint LLC
New York
$211K -$1.68K -19 -0.8%
AIM
781
Aigen Investment Management
New York
$211K +$211K +2,391 New
CAMG
782
CWA Asset Management Group
Florida
$211K +$17.6K +200 +9%
TF
783
Tompkins Financial
New York
$210K – – –
HP
784
Hilltop Partners
Indiana
$210K – – –
LC
785
LCNB Corp
Ohio
$209K – – –
SFG
786
StrategIQ Financial Group
Indiana
$209K – – –
WDL
787
Well Done LLC
Michigan
$208K – – –
ANTB
788
AMG National Trust Bank
Colorado
$208K – – –
LWM
789
Liberty Wealth Management
California
$208K +$1.5K +17 +0.7%
MMG
790
Monetary Management Group
Missouri
$207K – – –
ACA
791
Aptus Capital Advisors
Alabama
$205K +$16.2K +184 +9%
B
792
Bailard
California
$203K – – –
RBFC
793
Roman Butler Fullerton & Co
Missouri
$203K +$1.79K +20 +0.9%
CWP
794
CFM Wealth Partners
Texas
$202K +$3.97K +45 +2%
CCT
795
Capital City Trust
Florida
$202K +$202K +2,287 New
VFA
796
Valeo Financial Advisors
Indiana
$201K +$201K +2,277 New
OPCM
797
Osborne Partners Capital Management
California
$201K – – –
FCFS
798
First Command Financial Services
Texas
$200K -$36.6K -415 -16%
FCB
799
First Command Bank
Texas
$200K -$36.6K -415 -16%
PCTC
800
Perkins Coie Trust Company
Washington
$199K – – –
30 31
32
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