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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 %
PWMG
826
Prestige Wealth Management Group
New Jersey
$126K +$56.6K +641 +82%
HBT
827
Hills Bank & Trust
Iowa
$123K -$13.9K -157 -10%
JFA
828
JNBA Financial Advisors
Minnesota
$121K – – –
Acadian Asset Management
829
Acadian Asset Management
Massachusetts
$121K – – –
CFGS
830
Concourse Financial Group Securities
Alabama
$121K -$3.79K -43 -3%
KTC
831
Kistler-Tiffany Companies
Pennsylvania
$119K +$119K +1,353 New
FP
832
Financial Perspectives
Minnesota
$118K – – –
HCP
833
Hexagon Capital Partners
Arkansas
$114K +$882 +10 +0.8%
HIA
834
Harbor Investment Advisory
Maryland
$110K – – –
SS
835
Sunbelt Securities
Texas
$104K +$62.7K +711 +151%
SCA
836
Stonebridge Capital Advisors
Minnesota
$104K +$26.7K +303 +35%
QC
837
Quent Capital
New York
$104K +$3.44K +39 +3%
GJIA
838
Glass Jacobson Investment Advisors
Maryland
$103K +$103K +1,168 New
TWM
839
Tradition Wealth Management
Minnesota
$102K +$6.56K +74 +7%
USB
840
Union Savings Bank
Connecticut
$98.8K +$98.8K +1,100 New
CCA
841
Column Capital Advisors
Indiana
$96.3K -$882 -10 -0.9%
IFS
842
Intelligent Financial Strategies
Minnesota
$93.4K – – –
WT
843
Whittier Trust
California
$91.3K – – –
TFM
844
TFC Financial Management
Massachusetts
$89.3K +$1.06K +12 +1%
AA
845
Alta Advisers
United Kingdom
$88.2K – – –
SIS
846
Strategic Investment Solutions
Illinois
$87.1K -$42.4K -492 -33%
PB
847
Pinnacle Bancorp
Nebraska
$86.7K – – –
CWC
848
Carolinas Wealth Consulting
North Carolina
$84.3K – – –
SF
849
Safeguard Financial
Wisconsin
$83K +$83K +941 New
FPF
850
First Pacific Financial
Washington
$79.6K +$79.6K +902 New
32 33
34
35 36