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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
$112M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$252M
3
MAM
Magellan Asset Management
Australia
$469M
4
Millennium Management
Millennium Management
New York
$105M
5
EAM
Eagle Asset Management
Florida
$96.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$366M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$179M
3
SI
Scout Investments
Missouri
$29.9M
4
BlackRock
BlackRock
New York
$2.58B
5
ESCM
Echo Street Capital Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
876
Glassman Wealth Services
Virginia
$54.9K +$2.47K +28 +5%
SIS
877
Sound Income Strategies
Florida
$54.2K -$88 -1 -0.2%
HCM
878
Hollencrest Capital Management
California
$54K – – –
WTG
879
West Tower Group
Virginia
$53K +$53K +601 New
BC
880
Barrett & Company
Rhode Island
$52.9K – – –
AWM
881
Avior Wealth Management
Nebraska
$51.8K +$265 +3 +0.5%
SJIM
882
St. Johns Investment Management
Florida
$51.2K +$22.1K +250 +76%
AIM
883
Anchor Investment Management
South Carolina
$51K – – –
CTWM
884
Cherry Tree Wealth Management
Minnesota
$51K +$51K +578 New
CTA
885
Colonial Trust Advisors
South Carolina
$50.7K – – –
CB
886
CNB Bank
Pennsylvania
$49.9K – – –
DMBA
887
Deseret Mutual Benefit Administrators
Utah
$49.4K – – –
BSB
888
Bangor Savings Bank
Maine
$49.3K -$8.03K -91 -14%
SIC
889
Salem Investment Counselors
North Carolina
$49.2K – – –
SWM
890
Sugarloaf Wealth Management
Georgia
$48.8K – – –
QL
891
Quarry LP
New York
$48.4K +$38.2K +433 +373%
GKIM
892
GW&K Investment Management
Massachusetts
$48K +$8.66K +99 +22%
TWC
893
TD Waterhouse Canada
Ontario, Canada
$47.9K -$1.3K -14 -3%
HWM
894
Horizons Wealth Management
North Carolina
$47.2K – – –
GFL
895
Granite FO LLC
New Hampshire
$44.1K -$39.7K -450 -47%
PCM
896
Perritt Capital Management
Illinois
$44.1K – – –
SWA
897
SOA Wealth Advisors
New York
$42.4K – – –
WT
898
Washington Trust
Rhode Island
$40.7K – – –
PSB
899
Piscataqua Savings Bank
New Hampshire
$40.5K – – –
SN
900
Sittner & Nelson
Oregon
$40.3K – – –
34 35
36
37 38