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WEC Energy
WEC

Overview Fund Activity

1,021 hedge funds and large institutions have $21.1B invested in WEC Energy in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 343 increasing their positions, 358 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
16.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
90
Increased
343
Reduced
358
Closed
75
Calls
$11.7M
Puts
$24.2M
Net Calls
-$12.5M
Net Calls Change
+$1.96M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$109M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$73.8M
3
MAM
Magellan Asset Management
Australia
+$68.2M
4
Millennium Management
Millennium Management
New York
+$62.9M
5
EAM
Eagle Asset Management
Florida
+$62M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$70.3M
3
SI
Scout Investments
Missouri
-$61.7M
4
BlackRock
BlackRock
New York
-$42.4M
5
ESCM
Echo Street Capital Management
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
851
Atlantic Private Wealth
North Carolina
$79.4K +$706 +8 +0.9%
CSWM
852
Cassady Schiller Wealth Management
Ohio
$78.3K +$5.82K +66 +8%
CAL
853
Capital Advisors Ltd
Ohio
$78K -$2.47K -28 -3%
BCFD
854
Boit C.F. David
$76.5K – – –
BWM
855
BerganKDV Wealth Management
Minnesota
$75.8K -$36.2K -410 -32%
LC
856
Lindbrook Capital
California
$75.4K -$7.32K -83 -9%
TSW
857
Thompson Siegel & Walmsley
Virginia
$71K – – –
MG
858
MilWealth Group
Wisconsin
$68K -$4.32K -49 -6%
AT
859
Avalon Trust
New Mexico
$68K – – –
IBOK
860
Independence Bank of Kentucky
Kentucky
$66.7K – – –
EWA
861
EverSource Wealth Advisors
Alabama
$66.1K +$5.39K +61 +9%
TLA
862
Tanglewood Legacy Advisors
Texas
$64.9K +$12K +136 +23%
RFA
863
Register Financial Advisors
Georgia
$63.5K – – –
VSQM
864
V-Square Quantitative Management
Illinois
$63.3K +$63.3K +717 New
CT
865
Colonial Trust
South Carolina
$62.9K – – –
FA
866
Fiduciary Alliance
South Carolina
$61.8K +$61.8K +700 New
MHR
867
Matthew Hamilton Rosenberg
$61.4K -$16.5K -187 -21%
FHA
868
First Horizon Advisors
Tennessee
$60.1K – – –
OA
869
Operose Advisors
Wisconsin
$60.1K – – –
SOW
870
State of Wyoming
Wyoming
$60K +$15.1K +171 +34%
TCOV
871
Trust Company of Vermont
Vermont
$57.7K -$6.62K -75 -10%
MSFP
872
Mark Sheptoff Financial Planning
Connecticut
$57.4K – – –
SFCL
873
Strengthening Families & Communities LLC
Massachusetts
$57K +$5.13K +58 +10%
CWP
874
Concord Wealth Partners
Virginia
$56.9K -$48.6K -550 -46%
FBC
875
Fairfield, Bush & Co
Connecticut
$56.7K +$56.7K +642 New
33 34
35
36 37