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WEC Energy
WEC

Overview Fund Activity

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$133M
2
Invesco
2
Invesco
Georgia
$359M
3
Bessemer Group
3
Bessemer Group
New Jersey
$94.7M
4
BlackRock
4
BlackRock
New York
$2.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$434M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$68.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$431M
5
MAM
5
Magellan Asset Management
Australia
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
801
DFPG Investments
Utah
$220K +$220K +2,240 New
HC
802
Hamilton Capital
Ohio
$219K +$219K +2,337 New
AA
803
Addison Advisors
Vermont
$218K – – –
CW
804
CreativeOne Wealth
Kansas
$218K +$218K +2,325 New
FFP
805
FourThought Financial Partners
Florida
$216K +$216K +2,303 New
PNC
806
Park National Corp
Ohio
$214K -$169K -1,800 -44%
EWA
807
EP Wealth Advisors
California
$214K +$214K +2,278 New
OPCM
808
Osborne Partners Capital Management
California
$213K – – –
PWPS
809
Pinnacle Wealth Planning Services
Ohio
$212K -$188K -2,001 -47%
KBFS
810
Kohmann Bosshard Financial Services
Ohio
$212K +$212K +2,261 New
PCTC
811
Perkins Coie Trust Company
Washington
$212K – – –
RBFC
812
Roman Butler Fullerton & Co
Missouri
$211K +$211K +2,225 New
VWMG
813
Virginia Wealth Management Group
Virginia
$211K – – –
ECM
814
Exchange Capital Management
Michigan
$211K -$6.28K -67 -3%
CWP
815
CFM Wealth Partners
Texas
$210K – – –
PSP
816
Principal Street Partners
Tennessee
$210K -$4.22K -45 -2%
IIM
817
Ipswich Investment Management
Massachusetts
$208K +$208K +2,222 New
TFGT
818
TS Financial Group (TSFG)
Illinois
$208K – – –
PFGIA
819
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$207K +2,208 New
CAMG
820
CWA Asset Management Group
Florida
$207K -$22.9K -244 -10%
DA
821
Denali Advisors
California
$206K +$9.38K +100 +5%
CM
822
Capital Management
Virginia
$206K +$206K +2,200 New
WT
823
Whittier Trust
California
$206K +$96.7K +1,031 +89%
EP
824
Eudaimonia Partners
Tennessee
$205K +$205K +2,190 New
TBA
825
Tower Bridge Advisors
Pennsylvania
$205K +$205K +2,185 New
31 32
33
34 35