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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 %
TH
801
TCTC Holdings
Texas
$199K – – –
TFGT
802
TS Financial Group (TSFG)
Illinois
$196K +$352 +4 +0.2%
PI
803
PineBridge Investments
New York
$193K +$142K +1,608 +276%
TIM
804
Thompson Investment Management
Wisconsin
$191K – – –
PFBT
805
Parkside Financial Bank & Trust
Missouri
$191K +$7.24K +82 +4%
CI Investments Inc
806
CI Investments Inc
Ontario, Canada
$184K +$42.7K +484 +30%
SIM
807
Sentry Investment Management
Wisconsin
$183K – – –
PCM
808
Penserra Capital Management
California
$179K +$177K +2,028 +11,267%
FWM
809
Focused Wealth Management
New York
$176K +$1.59K +18 +0.9%
TSWM
810
Tyler-Stone Wealth Management
Ohio
$176K +$176K +1,995 New
AA
811
Addison Advisors
Vermont
$170K – – –
SWM
812
Spire Wealth Management
Virginia
$164K +$265 +3 +0.2%
M
813
MOTCO
Texas
$151K -$9.35K -106 -6%
OC
814
Oakworth Capital
Alabama
$151K – – –
FFA
815
Farther Finance Advisors
California
$149K -$29.9K -339 -17%
PIAS
816
PCA Investment Advisory Services
Ohio
$144K +$144K +1,628 New
PPC
817
Park Place Capital
Alabama
$141K -$176 -2 -0.1%
BCA
818
Bray Capital Advisors
Florida
$140K – – –
AF
819
Advisornet Financial
Minnesota
$140K +$2.91K +33 +2%
DJSG
820
D.J. St. Germain
Massachusetts
$139K +$139K +1,573 New
RTL
821
Red Tortoise LLC
Georgia
$137K – – –
VC
822
Vestor Capital
Illinois
$134K +$6.09K +69 +5%
CYG
823
Clean Yield Group
Vermont
$130K -$17.6K -200 -12%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$129K -$6.09K -69 -4%
LTI
825
Laffer Tengler Investments
Tennessee
$126K – – –
31 32
33
34 35