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WEC Energy
WEC

Overview Fund Activity

986 hedge funds and large institutions have $19.3B invested in WEC Energy in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 339 increasing their positions, 361 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-35
Holders Change %
-3.43%
% of All Funds
15.72%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
83
Increased
339
Reduced
361
Closed
104
Calls
$20.6M
Puts
$20.7M
Net Calls
-$51K
Net Calls Change
+$12.5M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$147M
2
American Century Companies
American Century Companies
Missouri
+$116M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$33.8M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$29.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$71.2M
2
State Street
State Street
Massachusetts
-$59.1M
3
JAM
Jupiter Asset Management
United Kingdom
-$47.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$25.1M
5
WHRC
W.H. Reaves & Co
New Jersey
-$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
876
Laurel Wealth Advisors (North Carolina)
North Carolina
$34.3K – – –
SIS
877
Sound Income Strategies
Florida
$34.2K -$15.2K -189 -31%
AWM
878
Atticus Wealth Management
Florida
$33.8K – – –
MCA
879
Maryland Capital Advisors
Maryland
$33.7K – – –
AA
880
Ancora Advisors
Ohio
$33.1K +$4.91K +61 +17%
VF
881
VitalStone Financial
Texas
$30K – – –
SWA
882
Sutton Wealth Advisors
Florida
$29.2K +$2.34K +29 +9%
VNA
883
Valley National Advisers
Pennsylvania
$29K +$1.6K +20 +6%
TWP
884
TFO Wealth Partners
Ohio
$28.7K +$441 +5 +2%
TC
885
Trust Company
Kansas
$27.2K – – –
UIA
886
Ulland Investment Advisors
Minnesota
$27K – – –
CFFP
887
Center for Financial Planning
Michigan
$26.8K -$3.06K -38 -10%
PFP
888
Pinnacle Financial Partners
Tennessee
$26.4K – – –
PFSC
889
Peoples Financial Services Corp
Pennsylvania
$26.3K – – –
MCM
890
MV Capital Management
Maryland
$25.5K -$2.5K -31 -9%
RCM
891
Raleigh Capital Management
North Carolina
$24.3K +$1.29K +16 +6%
SIM
892
Studio Investment Management
Illinois
$23.9K – – –
QL
893
Quarry LP
New York
$23.8K -$20.5K -254 -46%
SCM
894
Silvant Capital Management
Georgia
$23.4K – – –
NFSG
895
Newbridge Financial Services Group
Florida
$23.3K +$80 +1 +0.3%
WB
896
Webster Bank
Connecticut
$22.7K – – –
ADL
897
Asset Dedication LLC
California
$22K – – –
FCA
898
FinTrust Capital Advisors
South Carolina
$21.7K – – –
PGAM
899
Princeton Global Asset Management
New Jersey
$20.5K +$81 +1 +0.4%
CCP
900
Carmel Capital Partners
California
$20.3K +$8.22K +102 +68%
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