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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
+$109M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$73.8M
3
MAM
Magellan Asset Management
Australia
+$68.2M
4
Millennium Management
Millennium Management
New York
+$62.9M
5
EAM
Eagle Asset Management
Florida
+$62M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$70.3M
3
SI
Scout Investments
Missouri
-$61.7M
4
BlackRock
BlackRock
New York
-$42.4M
5
ESCM
Echo Street Capital Management
New York
-$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
901
Front Row Advisors
California
$39K -$178 -2 -0.5%
EIM
902
Essex Investment Management
Massachusetts
$37.9K – – –
LWANC
903
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.6K – – –
AWM
904
Atticus Wealth Management
Florida
$37.1K – – –
MCA
905
Maryland Capital Advisors
Maryland
$36.9K – – –
Credit Agricole
906
Credit Agricole
France
$36.4K – – –
CWA
907
Clearview Wealth Advisors
Oregon
$36.3K +$264 +3 +0.7%
SC
908
SouthState Corp
Florida
$36.3K -$70.4K -798 -66%
SSG
909
Summit Securities Group
New York
$36K -$18.2K -208 -34%
VF
910
VitalStone Financial
Texas
$35K +$35K +371 New
CFFP
911
Center for Financial Planning
Michigan
$32.7K +$32.7K +371 New
TFP
912
Tilia Fiduciary Partners
North Carolina
$31.8K – – –
CFO
913
CVA Family Office
Colorado
$31.3K -$441 -5 -1%
VNA
914
Valley National Advisers
Pennsylvania
$31K +$452 +5 +1%
AA
915
Ancora Advisors
Ohio
$30.9K – – –
MCM
916
MV Capital Management
Maryland
$30.6K +$3.53K +40 +13%
TC
917
Trust Company
Kansas
$29.8K – – –
SWA
918
Sutton Wealth Advisors
Florida
$29.5K – – –
UIA
919
Ulland Investment Advisors
Minnesota
$29K – – –
PFP
920
Pinnacle Financial Partners
Tennessee
$28.9K – – –
PFSC
921
Peoples Financial Services Corp
Pennsylvania
$28.8K – – –
FPFS
922
First Personal Financial Services
North Carolina
$28.2K – – –
TWP
923
TFO Wealth Partners
Ohio
$28.2K +$18K +204 +176%
DCBT
924
Dakota Community Bank & Trust
North Dakota
$27.4K +$27.4K +311 New
NBT
925
Northwest Bank & Trust
Iowa
$26.5K +$26.5K +300 New
35 36
37
38 39