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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 %
SWM
876
Sugarloaf Wealth Management
Georgia
$52.4K – – –
TWC
877
TD Waterhouse Canada
Ontario, Canada
$52K -$3.15K -32 -6%
Group One Trading
878
Group One Trading
Illinois
$51.9K +$51.9K +547 New
HWM
879
Horizons Wealth Management
North Carolina
$51.2K – – –
HGERS
880
Householder Group Estate & Retirement Specialist
Arizona
$50K – – –
Loomis, Sayles & Company
881
Loomis, Sayles & Company
Massachusetts
$50K +$18.1K +190 +57%
RMC
882
Resources Management Corp
Connecticut
$49K -$2.15M -8,469 -98%
SOW
883
State of Wyoming
Wyoming
$48.2K +$3.89K +41 +9%
PCM
884
Perritt Capital Management
Illinois
$47.4K – – –
SWA
885
SOA Wealth Advisors
New York
$45.5K – – –
SS
886
Sunbelt Securities
Texas
$44.4K +$44.4K +470 New
ONST
887
Old North State Trust
North Carolina
$44K – – –
WT
888
Washington Trust
Rhode Island
$43.7K – – –
PSB
889
Piscataqua Savings Bank
New Hampshire
$43.5K – – –
SN
890
Sittner & Nelson
Oregon
$43.3K – – –
GKIM
891
GW&K Investment Management
Massachusetts
$43K +$43K +450 New
FRA
892
Front Row Advisors
California
$42K +$2.48K +26 +6%
EIM
893
Essex Investment Management
Massachusetts
$40.8K – – –
LWANC
894
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.4K +$40.4K +426 New
AWM
895
Atticus Wealth Management
Florida
$39.8K – – –
MCA
896
Maryland Capital Advisors
Maryland
$39.6K – – –
Credit Agricole
897
Credit Agricole
France
$39.1K – – –
CWA
898
Clearview Wealth Advisors
Oregon
$38.8K +$190 +2 +0.5%
BBHC
899
Brown Brothers Harriman & Co
New York
$38.3K +$20.8K +219 +118%
CFO
900
CVA Family Office
Colorado
$34.1K -$1.42K -15 -4%
34 35
36
37 38