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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 %
RSWM
826
Robertson Stephens Wealth Management
California
$204K +$204K +2,171 New
PHS
827
Pekin Hardy Strauss
Illinois
$203K +$203K +2,169 New
ZCA
828
Zeke Capital Advisors
Pennsylvania
$203K -$25.2K -269 -11%
ISL
829
Ingalls & Snyder LLC
New York
$203K -$7.97K -85 -4%
TIM
830
Thompson Investment Management
Wisconsin
$203K +$203K +2,169 New
TSWM
831
Tyler-Stone Wealth Management
Ohio
$202K – – –
CAM
832
Cozad Asset Management
Illinois
$202K +$202K +2,154 New
BC
833
Bowman & Company
Wisconsin
$202K +$202K +2,154 New
GWCM
834
Godshalk Welsh Capital Management
Pennsylvania
$202K +$202K +2,150 New
M
835
MOTCO
Texas
$201K -$4.07M -43,359 -95%
Capstone Investment Advisors
836
Capstone Investment Advisors
New York
$199K +$199K +2,125 New
CSPIA
837
Cary Street Partners Investment Advisory
Virginia
$194K +$194K +2,071 New
SIM
838
Sentry Investment Management
Wisconsin
$194K – – –
FWM
839
Focused Wealth Management
New York
$184K +$1.41K +15 +0.8%
CWP
840
Concord Wealth Partners
Virginia
$169K +$169K +1,801 New
TH
841
TCTC Holdings
Texas
$161K – – –
OC
842
Oakworth Capital
Alabama
$160K – – –
Jones Financial Companies
843
Jones Financial Companies
Missouri
$160K +$12.9K +138 +9%
VIA
844
Virtus Investment Advisers
Connecticut
$159K – – –
CYG
845
Clean Yield Group
Vermont
$157K – – –
PPC
846
Park Place Capital
Alabama
$153K +$153K +1,633 New
BCA
847
Bray Capital Advisors
Florida
$149K – – –
HBT
848
Hills Bank & Trust
Iowa
$145K – – –
JFA
849
JNBA Financial Advisors
Minnesota
$145K – – –
SWM
850
Spire Wealth Management
Virginia
$141K +$25.6K +273 +22%
32 33
34
35 36