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WEC Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
RL
901
Rogco LP
Oklahoma
$20.3K +$20.3K +252 New
AF
902
Arrow Financial
New York
$20.1K -$2.82K -35 -12%
CBT
903
CoreFirst Bank & Trust
Kansas
$19.7K
HBW
904
Hazlett, Burt & Watson
West Virginia
$19K +$82 +1 +0.4%
VCM
905
Versant Capital Management
Arizona
$18.8K -$483 -6 -3%
EWA
906
EverSource Wealth Advisors
Alabama
$18.7K -$41.6K -517 -69%
SC
907
Stephens Consulting
Michigan
$18.4K
BWAM
908
Boyd Watterson Asset Management
Ohio
$18.4K
FMP
909
Financial Management Professionals
Texas
$17K -$325 -4 -2%
C
910
Covestor
United Kingdom
$16K -$784 -10 -5%
HCM
911
Highlander Capital Management
New Jersey
$16K
FCT
912
First Community Trust
Iowa
$15.5K
BAAM
913
Baker Avenue Asset Management
California
$14.7K +$1.29K +16 +10%
RW
914
RVW Wealth
California
$14.3K +$14.3K +178 New
CPG
915
Cornerstone Planning Group
New Jersey
$14.3K -$1.05K -13 -7%
LS
916
Livforsakringsbolaget Skandia
Sweden
$13.3K
SC
917
SouthState Corp
Florida
$12.9K -$20.2K -251 -61%
PMFA
918
Plante Moran Financial Advisors
Michigan
$12.6K
First Manhattan
919
First Manhattan
New York
$12.1K
Loomis, Sayles & Company
920
Loomis, Sayles & Company
Massachusetts
$12K -$2.67K -32 -18%
AFS
921
Annapolis Financial Services
Maryland
$11.7K +$11.7K +145 New
JWM
922
Janiczek Wealth Management
Colorado
$11.6K +$3.46K +43 +43%
FGAM
923
Financial Gravity Asset Management
Texas
$10.5K +$3.3K +40 +45%
BWP
924
Baldwin Wealth Partners
Massachusetts
$10.1K
MWM
925
Mascoma Wealth Management
New Hampshire
$10.1K