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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 %
BWM
826
BerganKDV Wealth Management
Minnesota
$120K +$55.5K +586 +86%
HIA
827
Harbor Investment Advisory
Maryland
$118K – – –
SC
828
SouthState Corp
Florida
$115K – – –
CWP
829
Concord Wealth Partners
Virginia
$113K -$57.5K -607 -34%
LPIC
830
LeJeune Puetz Investment Counsel
Michigan
$109K – – –
QC
831
Quent Capital
New York
$108K +$474 +5 +0.4%
CCA
832
Column Capital Advisors
Indiana
$104K – – –
TWM
833
Tradition Wealth Management
Minnesota
$102K -$95 -1 -0.1%
IFS
834
Intelligent Financial Strategies
Minnesota
$100K – – –
Citadel Advisors
835
Citadel Advisors
Florida
$99.1K -$8.84M -93,236 -99%
WT
836
Whittier Trust
California
$98.1K -$110K -1,159 -53%
AA
837
Alta Advisers
United Kingdom
$94.8K – – –
TFM
838
TFC Financial Management
Massachusetts
$94.8K – – –
PB
839
Pinnacle Bancorp
Nebraska
$93.1K – – –
GFL
840
Granite FO LLC
New Hampshire
$91.4K +$91.4K +950 New
CWC
841
Carolinas Wealth Consulting
North Carolina
$89.4K +$119 +22 +0.1%
LC
842
Lindbrook Capital
California
$88.9K +$60.4K +637 +212%
CAL
843
Capital Advisors Ltd
Ohio
$86K +$3.87K +41 +5%
APW
844
Atlantic Private Wealth
North Carolina
$84.5K +$84.5K +892 New
BCFD
845
Boit C.F. David
$83.9K – – –
MHR
846
Matthew Hamilton Rosenberg
$83.7K – – –
SCA
847
Stonebridge Capital Advisors
Minnesota
$83K -$17.4K -184 -17%
CSWM
848
Cassady Schiller Wealth Management
Ohio
$77.8K -$6.92K -73 -8%
MG
849
MilWealth Group
Wisconsin
$77.7K -$15.5K -164 -17%
TSW
850
Thompson Siegel & Walmsley
Virginia
$76K – – –
32 33
34
35 36