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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 %
PCTC
776
Perkins Coie Trust Company
Washington
$184K +$2.18K +27 +1%
FCAS
777
First Command Advisory Services
Texas
$182K +$182K +2,262 New
TH
778
TCTC Holdings
Texas
$182K – – –
FFA
779
Farther Finance Advisors
California
$176K +$39.1K +486 +29%
TIM
780
Thompson Investment Management
Wisconsin
$175K – – –
FWM
781
Focused Wealth Management
New York
$162K +$1.53K +19 +1%
TSWM
782
Tyler-Stone Wealth Management
Ohio
$161K – – –
AA
783
Addison Advisors
Vermont
$155K – – –
SWM
784
Spire Wealth Management
Virginia
$151K +$1.85K +23 +1%
SIM
785
Sentry Investment Management
Wisconsin
$148K -$19.4K -240 -12%
Point72 Asset Management
786
Point72 Asset Management
Connecticut
$145K +$145K +1,795 New
PCM
787
Penserra Capital Management
California
$142K -$22.2K -277 -14%
MPWT
788
MassMutual Private Wealth & Trust
Connecticut
$133K +$14.7K +183 +12%
BBHC
789
Brown Brothers Harriman & Co
New York
$131K +$107K +1,329 +446%
PPC
790
Park Place Capital
Alabama
$130K +$1.69K +21 +1%
BCA
791
Bray Capital Advisors
Florida
$128K – – –
DJSG
792
D.J. St. Germain
Massachusetts
$127K – – –
RTL
793
Red Tortoise LLC
Georgia
$127K +$1.13K +14 +0.9%
CYG
794
Clean Yield Group
Vermont
$122K – – –
LTI
795
Laffer Tengler Investments
Tennessee
$115K – – –
PWMG
796
Prestige Wealth Management Group
New Jersey
$113K -$1.61K -20 -1%
M
797
MOTCO
Texas
$112K -$26.2K -325 -19%
JFA
798
JNBA Financial Advisors
Minnesota
$111K +$725 +9 +0.7%
Acadian Asset Management
799
Acadian Asset Management
Massachusetts
$111K – – –
HBT
800
Hills Bank & Trust
Iowa
$111K -$1.13K -14 -1%
30 31
32
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