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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 %
CAL
826
Capital Advisors Ltd
Ohio
$72K +$885 +11 +1%
CSWM
827
Cassady Schiller Wealth Management
Ohio
$71.4K – – –
ANBT
828
American National Bank & Trust
Texas
$68.8K +$68.8K +854 New
TSW
829
Thompson Siegel & Walmsley
Virginia
$67K +$2.42K +30 +4%
NS
830
NBC Securities
Alabama
$66K +$66K +831 New
OC
831
Oakworth Capital
Alabama
$65.2K -$72.5K -900 -53%
MHR
832
Matthew Hamilton Rosenberg
$64.9K +$8.86K +110 +16%
CT
833
Colonial Trust
South Carolina
$63.6K +$6.12K +76 +11%
OA
834
Operose Advisors
Wisconsin
$62.6K +$7.73K +96 +14%
HT
835
Headlands Technologies
Illinois
$61.6K +$61.2K +760 +15,200%
IBOK
836
Independence Bank of Kentucky
Kentucky
$60.9K – – –
TLA
837
Tanglewood Legacy Advisors
Texas
$59.3K – – –
RFA
838
Register Financial Advisors
Georgia
$58K – – –
AT
839
Avalon Trust
New Mexico
$56.4K -$5.72K -71 -9%
TCOV
840
Trust Company of Vermont
Vermont
$52.7K – – –
MSFP
841
Mark Sheptoff Financial Planning
Connecticut
$52.4K – – –
SFCL
842
Strengthening Families & Communities LLC
Massachusetts
$52K +$480 +6 +0.9%
CWP
843
Concord Wealth Partners
Virginia
$51.9K – – –
PFBT
844
Parkside Financial Bank & Trust
Missouri
$49.9K -$125K -1,549 -71%
HCM
845
Hollencrest Capital Management
California
$49.3K – – –
AWM
846
Avior Wealth Management
Nebraska
$47.3K +$81 +1 +0.2%
SJIM
847
St. Johns Investment Management
Florida
$46.7K – – –
CTA
848
Colonial Trust Advisors
South Carolina
$46.6K +$322 +4 +0.7%
CTWM
849
Cherry Tree Wealth Management
Minnesota
$46.6K – – –
AIM
850
Anchor Investment Management
South Carolina
$46.6K – – –
32 33
34
35 36