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WEC Energy
WEC

Overview Fund Activity

1,045 hedge funds and large institutions have $20.8B invested in WEC Energy in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
+59
Holders Change %
+5.98%
% of All Funds
15.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
145
Increased
326
Reduced
381
Closed
70
Calls
$41.2M
Puts
$68.3M
Net Calls
-$27.1M
Net Calls Change
-$27.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$674M
2
Invesco
Invesco
Georgia
$512M
3
Millennium Management
Millennium Management
New York
$153M
4
ClearBridge Investments
ClearBridge Investments
New York
$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$78.9M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
Echo Street Capital Management
New York
$0
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
Magellan Asset Management
Australia
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
801
Argent Trust Co
Tennessee
$209K +$209K +2,486 New
IWM
802
Integris Wealth Management
California
$208K +$208K +2,477 New
Acadian Asset Management
803
Acadian Asset Management
Massachusetts
$207K +$91.3K +1,088 +79%
OCG
804
Opus Capital Group
Ohio
$206K +$206K +2,447 New
CIC
805
Carnegie Investment Counsel
Ohio
$205K +$205K +2,434 New
SPC
806
Sigma Planning Corp
Michigan
$204K -$272K -3,231 -57%
WKWM
807
Walter & Keenan Wealth Management
Indiana
$204K +$204K +2,424 New
PWM
808
Perigon Wealth Management
California
$201K +$201K +2,390 New
TIA
809
Tandem Investment Advisors
South Carolina
$201K +$201K +2,386 New
TF
810
Tompkins Financial
New York
$201K – – –
HP
811
Hilltop Partners
Indiana
$201K +$201K +2,385 New
MMG
812
Monetary Management Group
Missouri
$198K – – –
TH
813
TCTC Holdings
Texas
$196K +$6.48K +77 +3%
FMTCOCP
814
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$194K -$11.7K -139 -6%
FCAS
815
First Command Advisory Services
Texas
$190K – – –
PCTC
816
Perkins Coie Trust Company
Washington
$185K -$6.9K -82 -4%
SAM
817
Smartleaf Asset Management
Massachusetts
$184K +$184K +2,191 New
TIM
818
Thompson Investment Management
Wisconsin
$183K – – –
CI Investments Inc
819
CI Investments Inc
Ontario, Canada
$182K -$31.2M -369,714 -99%
FFA
820
Farther Finance Advisors
California
$182K -$1.52K -18 -0.8%
MSWM
821
Mowery & Schoenfeld Wealth Management
Illinois
$180K +$180K +2,133 New
PCWA
822
Pacific Capital Wealth Advisors
California
$178K +$178K +2,111 New
TSWM
823
Tyler-Stone Wealth Management
Ohio
$174K +$6.06K +72 +4%
FWM
824
Focused Wealth Management
New York
$171K +$1.6K +19 +0.9%
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$169K +$30.4K +361 +22%
31 32
33
34 35