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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 %
TFP
901
Tilia Fiduciary Partners
North Carolina
$34.1K – – –
AA
902
Ancora Advisors
Ohio
$33.2K -$664 -7 -2%
VNA
903
Valley National Advisers
Pennsylvania
$33K – – –
TC
904
Trust Company
Kansas
$32K -$5.02K -53 -14%
SWA
905
Sutton Wealth Advisors
Florida
$31.7K -$253K -2,668 -89%
SJIM
906
St. Johns Investment Management
Florida
$31.3K – – –
PFP
907
Pinnacle Financial Partners
Tennessee
$31.1K – – –
UIA
908
Ulland Investment Advisors
Minnesota
$31K – – –
PFSC
909
Peoples Financial Services Corp
Pennsylvania
$30.9K – – –
FPFS
910
First Personal Financial Services
North Carolina
$30.3K – – –
MCM
911
MV Capital Management
Maryland
$29.1K +$3.32K +35 +13%
First Manhattan
912
First Manhattan
New York
$28.7K – – –
AF
913
Arrow Financial
New York
$28.4K – – –
SCM
914
Silvant Capital Management
Georgia
$27.5K – – –
NFSG
915
Newbridge Financial Services Group
Florida
$27.3K – – –
WB
916
Webster Bank
Connecticut
$26.7K – – –
LWP
917
Lumature Wealth Partners
Georgia
$26.4K – – –
ADL
918
Asset Dedication LLC
California
$26K -$659 -7 -2%
FCA
919
FinTrust Capital Advisors
South Carolina
$25.3K – – –
AIM
920
Achmea Investment Management
Netherlands
$25K – – –
PGAM
921
Princeton Global Asset Management
New Jersey
$24K +$95 +1 +0.4%
CBT
922
Central Bank & Trust
Kentucky
$23.7K – – –
VCM
923
Versant Capital Management
Arizona
$23.7K -$1.33K -14 -5%
CBT
924
CoreFirst Bank & Trust
Kansas
$23.2K – – –
RCM
925
Raleigh Capital Management
North Carolina
$22.1K -$309K -3,258 -93%
35 36
37
38 39