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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 %
SIM
801
Sentry Investment Management
Wisconsin
$196K – – –
FFA
802
Farther Finance Advisors
California
$193K +$85.5K +902 +80%
CSPIA
803
Cary Street Partners Investment Advisory
Virginia
$191K -$4.93K -52 -3%
FWM
804
Focused Wealth Management
New York
$188K +$1.61K +17 +0.9%
AA
805
Addison Advisors
Vermont
$183K -$38.3K -404 -17%
SWM
806
Spire Wealth Management
Virginia
$176K +$33.1K +349 +23%
M
807
MOTCO
Texas
$172K -$30.9K -326 -15%
OC
808
Oakworth Capital
Alabama
$162K – – –
VIA
809
Virtus Investment Advisers
Connecticut
$161K – – –
CYG
810
Clean Yield Group
Vermont
$158K – – –
CI Investments Inc
811
CI Investments Inc
Ontario, Canada
$152K -$13.9M -146,036 -99%
PPC
812
Park Place Capital
Alabama
$152K -$3.03K -32 -2%
BCA
813
Bray Capital Advisors
Florida
$151K – – –
RTL
814
Red Tortoise LLC
Georgia
$148K +$5.5K +58 +4%
HBT
815
Hills Bank & Trust
Iowa
$147K – – –
AF
816
Advisornet Financial
Minnesota
$147K -$159K -1,682 -52%
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$145K +$30.2K +319 +26%
SIS
818
Strategic Investment Solutions
Illinois
$142K +$142K +1,502 New
VC
819
Vestor Capital
Illinois
$137K -$284 -3 -0.2%
LTI
820
Laffer Tengler Investments
Tennessee
$135K – – –
CFGS
821
Concourse Financial Group Securities
Alabama
$134K -$179K -1,888 -57%
JFA
822
JNBA Financial Advisors
Minnesota
$130K -$16.3K -172 -11%
Acadian Asset Management
823
Acadian Asset Management
Massachusetts
$130K – – –
FP
824
Financial Perspectives
Minnesota
$127K – – –
HCP
825
Hexagon Capital Partners
Arkansas
$122K -$5.21K -55 -4%
31 32
33
34 35