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WEC Energy
WEC

Overview Fund Activity

1,010 hedge funds and large institutions have $22.5B invested in WEC Energy in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 323 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
-51
Holders Change %
-4.81%
% of All Funds
16.17%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
78
Increased
364
Reduced
323
Closed
106
Calls
$16M
Puts
$30.5M
Net Calls
-$14.5M
Net Calls Change
-$8.92M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$191M
2
Bank of America
Bank of America
North Carolina
+$46.3M
3
EAM
Eagle Asset Management
Florida
+$37.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$37.3M
5
RJA
Raymond James & Associates
Florida
+$29.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$434M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$65.9M
4
MAM
Magellan Asset Management
Australia
-$60.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
851
Mendota Financial Group
Wisconsin
$74.6K -$1.6K -16 -2%
PWMG
852
Prestige Wealth Management Group
New Jersey
$74K -$2.09K -22 -3%
AT
853
Avalon Trust
New Mexico
$73.1K +$73.1K +771 New
IBOK
854
Independence Bank of Kentucky
Kentucky
$71.7K – – –
TCOV
855
Trust Company of Vermont
Vermont
$69.1K +$28.3K +299 +70%
RFA
856
Register Financial Advisors
Georgia
$68.2K +$68.2K +720 New
CT
857
Colonial Trust
South Carolina
$67.6K – – –
EWA
858
EverSource Wealth Advisors
Alabama
$65.2K +$6.92K +73 +12%
FHA
859
First Horizon Advisors
Tennessee
$64.6K -$3.41K -36 -5%
OA
860
Operose Advisors
Wisconsin
$64.6K – – –
MSFP
861
Mark Sheptoff Financial Planning
Connecticut
$61.6K – – –
BSB
862
Bangor Savings Bank
Maine
$61.6K +$4.74K +50 +8%
SSG
863
Summit Securities Group
New York
$59K +$28.6K +301 +94%
SIS
864
Sound Income Strategies
Florida
$58.3K +$8.25K +87 +16%
HCM
865
Hollencrest Capital Management
California
$58K – – –
TLA
866
Tanglewood Legacy Advisors
Texas
$56.9K – – –
BC
867
Barrett & Company
Rhode Island
$56.9K – – –
GWS
868
Glassman Wealth Services
Virginia
$56.3K +$6.16K +65 +12%
AWM
869
Avior Wealth Management
Nebraska
$55.3K +$36.7K +387 +197%
PI
870
PineBridge Investments
New York
$55.2K +$4.08K +43 +8%
AIM
871
Anchor Investment Management
South Carolina
$54.8K – – –
CTA
872
Colonial Trust Advisors
South Carolina
$54.5K – – –
CB
873
CNB Bank
Pennsylvania
$53.7K – – –
DMBA
874
Deseret Mutual Benefit Administrators
Utah
$53.1K – – –
SIC
875
Salem Investment Counselors
North Carolina
$52.9K – – –
33 34
35
36 37