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WEC Energy
WEC

Overview Fund Activity

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$133M
2
Invesco
2
Invesco
Georgia
$359M
3
Bessemer Group
3
Bessemer Group
New Jersey
$94.7M
4
BlackRock
4
BlackRock
New York
$2.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$434M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$68.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$431M
5
MAM
5
Magellan Asset Management
Australia
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
851
Red Tortoise LLC
Georgia
$141K +$141K +1,500 New
VC
852
Vestor Capital
Illinois
$136K +$23.6K +252 +21%
LTI
853
Laffer Tengler Investments
Tennessee
$134K – – –
Acadian Asset Management
854
Acadian Asset Management
Massachusetts
$129K -$939K -10,046 -88%
HCP
855
Hexagon Capital Partners
Arkansas
$125K -$10.2K -109 -8%
FP
856
Financial Perspectives
Minnesota
$125K – – –
HIA
857
Harbor Investment Advisory
Maryland
$117K +$1.88K +20 +2%
GTCM
858
Gyon Technologies Capital Management
New Jersey
$116K +$116K +1,234 New
MPWT
859
MassMutual Private Wealth & Trust
Connecticut
$114K +$96.6K +1,030 +557%
SC
860
SouthState Corp
Florida
$113K -$21.8K -232 -16%
GJIA
861
Glass Jacobson Investment Advisors
Maryland
$110K +$110K +1,168 New
LPIC
862
LeJeune Puetz Investment Counsel
Michigan
$108K – – –
QC
863
Quent Capital
New York
$106K +$29.8K +318 +39%
FFA
864
Farther Finance Advisors
California
$106K +$106K +1,130 New
CCA
865
Column Capital Advisors
Indiana
$103K – – –
TWM
866
Tradition Wealth Management
Minnesota
$101K +$1.13K +12 +1%
SCA
867
Stonebridge Capital Advisors
Minnesota
$99.3K +$10.7K +114 +12%
IFS
868
Intelligent Financial Strategies
Minnesota
$99.2K – – –
AA
869
Alta Advisers
United Kingdom
$94K – – –
TFM
870
TFC Financial Management
Massachusetts
$93.8K – – –
MG
871
MilWealth Group
Wisconsin
$92.3K – – –
PB
872
Pinnacle Bancorp
Nebraska
$92K – – –
Dimensional Fund Advisors
873
Dimensional Fund Advisors
Texas
$91.5K +$2.13K +22,755 +2%
CWC
874
Carolinas Wealth Consulting
North Carolina
$86.5K – – –
CSWM
875
Cassady Schiller Wealth Management
Ohio
$83.8K +$83.8K +894 New
33 34
35
36 37