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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.

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

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
5
Magellan Asset Management
Australia
$399M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
826
Quadrant Capital Group
Ohio
$162K -$132K -1,573 -45%
AA
827
Addison Advisors
Vermont
$162K – – –
SWM
828
Spire Wealth Management
Virginia
$142K -$8K -100 -5%
SIM
829
Sentry Investment Management
Wisconsin
$139K -$15K -178 -10%
DJSG
830
D.J. St. Germain
Massachusetts
$139K +$6.23K +74 +5%
BCA
831
Bray Capital Advisors
Florida
$134K – – –
RTL
832
Red Tortoise LLC
Georgia
$127K -$4.88K -58 -4%
CYG
833
Clean Yield Group
Vermont
$124K – – –
LTI
834
Laffer Tengler Investments
Tennessee
$123K +$2.78K +33 +2%
PCM
835
Penserra Capital Management
California
$122K -$25.6K -307 -17%
HCP
836
Hexagon Capital Partners
Arkansas
$116K +$5.39K +64 +5%
HBT
837
Hills Bank & Trust
Iowa
$116K -$253 -3 -0.2%
JFA
838
JNBA Financial Advisors
Minnesota
$115K -$1.43K -17 -1%
FP
839
Financial Perspectives
Minnesota
$113K – – –
AF
840
Advisornet Financial
Minnesota
$104K -$99.5K -1,182 -49%
QC
841
Quent Capital
New York
$102K -$9.43K -112 -8%
SOW
842
State of Wyoming
Wyoming
$101K +$10.5K +125 +12%
RFS
843
Richardson Financial Services
Massachusetts
$99.1K +$99.1K +1,177 New
GJIA
844
Glass Jacobson Investment Advisors
Maryland
$98.3K – – –
TWM
845
Tradition Wealth Management
Minnesota
$94K -$3.02K -36 -3%
USB
846
Union Savings Bank
Connecticut
$92.6K – – –
IFS
847
Intelligent Financial Strategies
Minnesota
$89.1K – – –
TFM
848
TFC Financial Management
Massachusetts
$89K +$421 +5 +0.5%
WT
849
Whittier Trust
California
$87.1K -$4.38K -52 -5%
SIS
850
Strategic Investment Solutions
Illinois
$86.5K -$5.31M -63,075 -98%
32 33
34
35 36