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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 %
MHR
876
Matthew Hamilton Rosenberg
$82.8K – – –
CAL
877
Capital Advisors Ltd
Ohio
$82K -$11.3K -120 -12%
BCFD
878
Boit C.F. David
$81.3K – – –
ZIG
879
Zullo Investment Group
Pennsylvania
$80.5K +$7.97K +85 +11%
PWMG
880
Prestige Wealth Management Group
New Jersey
$75.3K +$2.53K +27 +3%
TSW
881
Thompson Siegel & Walmsley
Virginia
$75K – – –
MCM
882
Manchester Capital Management
Vermont
$72.2K +$72.2K +770 New
MFG
883
Mendota Financial Group
Wisconsin
$71.6K +$71.6K +764 New
IBOK
884
Independence Bank of Kentucky
Kentucky
$71K – – –
GPI
885
General Partner Inc
Pennsylvania
$68.4K +$68.4K +730 New
FHA
886
First Horizon Advisors
Tennessee
$67.2K -$1.69K -18 -2%
CT
887
Colonial Trust
South Carolina
$66.9K +$66.9K +713 New
HNWAG
888
High Net Worth Advisory Group
Florida
$64.4K +$94 +1 +0.1%
BWM
889
BerganKDV Wealth Management
Minnesota
$64K -$17.3K -185 -21%
OA
890
Operose Advisors
Wisconsin
$63.9K – – –
MSFP
891
Mark Sheptoff Financial Planning
Connecticut
$60.9K – – –
USCWA
892
U.S. Capital Wealth Advisors
Texas
$60.5K +$60.5K +645 New
EWA
893
EverSource Wealth Advisors
Alabama
$57.7K +$14.2K +151 +33%
SBL
894
Sargent Bickham Lagudis
Colorado
$57.5K – – –
HCM
895
Hollencrest Capital Management
California
$57.4K +$57.4K +612 New
BC
896
Barrett & Company
Rhode Island
$56.3K – – –
TLA
897
Tanglewood Legacy Advisors
Texas
$56.3K +$56.3K +600 New
AS
898
AM Squared
Hong Kong
$56.3K +$56.3K +600 New
BSB
899
Bangor Savings Bank
Maine
$56K -$6.25K -67 -10%
TWC
900
TD Waterhouse Canada
Ontario, Canada
$55.1K -$786 -8 -1%
34 35
36
37 38