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WEC Energy
WEC

Overview Fund Activity

1,009 hedge funds and large institutions have $20.9B invested in WEC Energy in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 375 increasing their positions, 306 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-28
Holders Change %
-2.7%
% of All Funds
17.45%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
74
Increased
375
Reduced
306
Closed
88
Calls
$17.3M
Puts
$16.8M
Net Calls
+$571K
Net Calls Change
-$12M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$149M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.71B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$61.1M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$31.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Cohen & Steers
2
Cohen & Steers
New York
$28.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$55.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$468M
5
Victory Capital Management
5
Victory Capital Management
Texas
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
851
Quent Capital
New York
$73K +$269 +3 +0.4%
TSW
852
Thompson Siegel & Walmsley
Virginia
$72K – – –
PWMG
853
Prestige Wealth Management Group
New Jersey
$70K – – –
ZIG
854
Zullo Investment Group
Pennsylvania
$69K +$3.74K +42 +6%
IBOK
855
Independence Bank of Kentucky
Kentucky
$68K – – –
PK
856
Pflug Koory
Nebraska
$68K – – –
FHA
857
First Horizon Advisors
Tennessee
$66K -$1.17K -13 -2%
CFO
858
CVA Family Office
Colorado
$61K – – –
OA
859
Operose Advisors
Wisconsin
$61K – – –
HNWAG
860
High Net Worth Advisory Group
Florida
$61K – – –
BSB
861
Bangor Savings Bank
Maine
$60K – – –
BBHC
862
Brown Brothers Harriman & Co
New York
$60K +$37.5K +417 +167%
MSFP
863
Mark Sheptoff Financial Planning
Connecticut
$58K – – –
BC
864
Barrett & Company
Rhode Island
$56.3K +$56.3K +600 New
TWC
865
TD Waterhouse Canada
Ontario, Canada
$55.1K +$8.32K +86 +18%
SBL
866
Sargent Bickham Lagudis
Colorado
$55K – – –
EC
867
Estate Counselors
Wisconsin
$53K – – –
AIM
868
Anchor Investment Management
South Carolina
$51.7K – – –
CB
869
CNB Bank
Pennsylvania
$51K – – –
SFCL
870
Strengthening Families & Communities LLC
Massachusetts
$51K +$708 +8 +1%
SIC
871
Salem Investment Counselors
North Carolina
$50K – – –
SWM
872
Sugarloaf Wealth Management
Georgia
$50K – – –
Bank of Montreal
873
Bank of Montreal
Ontario, Canada
$48.2K +$478 +5,148 +1%
HWM
874
Horizons Wealth Management
North Carolina
$48K – – –
SIS
875
Sound Income Strategies
Florida
$48K +$1.71K +19 +4%
33 34
35
36 37