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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 %
FP
801
Financial Perspectives
Minnesota
$108K – – –
CFGS
802
Concourse Financial Group Securities
Alabama
$107K -$2.74K -34 -2%
QC
803
Quent Capital
New York
$106K +$11.6K +144 +12%
HCP
804
Hexagon Capital Partners
Arkansas
$106K +$2.01K +25 +2%
SS
805
Sunbelt Securities
Texas
$95K -$161 -2 -0.2%
GJIA
806
Glass Jacobson Investment Advisors
Maryland
$94.1K – – –
TWM
807
Tradition Wealth Management
Minnesota
$93K +$483 +6 +0.5%
N
808
Natixis
France
$89.7K -$745K -9,250 -89%
USB
809
Union Savings Bank
Connecticut
$88.6K – – –
WT
810
Whittier Trust
California
$87.6K +$4.19K +52 +5%
FPFS
811
First Personal Financial Services
North Carolina
$86.7K +$60.9K +756 +236%
SOW
812
State of Wyoming
Wyoming
$86.4K +$31.6K +392 +58%
HL
813
HeadInvest LLC
Maine
$86.2K +$86.2K +1,119 New
SCA
814
Stonebridge Capital Advisors
Minnesota
$86K -$8.86K -110 -9%
IFS
815
Intelligent Financial Strategies
Minnesota
$85.3K – – –
CCA
816
Column Capital Advisors
Indiana
$85.1K -$2.82K -35 -3%
TFM
817
TFC Financial Management
Massachusetts
$84.7K +$3.22K +40 +4%
AA
818
Alta Advisers
United Kingdom
$80.6K – – –
LFG
819
Larson Financial Group
Missouri
$80.6K +$80.6K +1,000 New
MG
820
MilWealth Group
Wisconsin
$79.9K +$17.8K +221 +29%
PB
821
Pinnacle Bancorp
Nebraska
$79.1K – – –
LC
822
Lindbrook Capital
California
$77.8K +$8.94K +111 +13%
CWC
823
Carolinas Wealth Consulting
North Carolina
$76.4K -$144 -31 -0.2%
APW
824
Atlantic Private Wealth
North Carolina
$73.2K +$645 +8 +0.9%
FPF
825
First Pacific Financial
Washington
$72.7K – – –
31 32
33
34 35