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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 %
SC
926
Stephens Consulting
Michigan
$21.6K +$21.6K +228 New
BWAM
927
Boyd Watterson Asset Management
Ohio
$21.6K – – –
BAAM
928
Baker Avenue Asset Management
California
$21.1K -$6.35K -67 -23%
C
929
Covestor
United Kingdom
$21K +$1.84K +19 +10%
FMP
930
Financial Management Professionals
Texas
$21K +$8.23K +85 +64%
TWA
931
TCI Wealth Advisors
Arizona
$20.6K -$190 -2 -0.9%
CFB
932
Cullen/Frost Bankers
Texas
$19.4K -$1.23K -13 -6%
DFCM
933
Dark Forest Capital Management
Puerto Rico
$19.3K -$190 -2 -1%
HCM
934
Highlander Capital Management
New Jersey
$19K – – –
CCM
935
Copeland Capital Management
Pennsylvania
$19K – – –
DI
936
Disciplined Investments
Oklahoma
$18.4K +$284 +3 +2%
FCT
937
First Community Trust
Iowa
$18.2K – – –
PMFA
938
Plante Moran Financial Advisors
Michigan
$16K -$6.64K -70 -29%
CSPAM
939
Cary Street Partners Asset Management
Virginia
$16K – – –
SSC
940
Syverson Strege & Co
Iowa
$15.7K – – –
LS
941
Livforsakringsbolaget Skandia
Sweden
$15.6K – – –
AI
942
AXS Investments
New York
$15.5K -$758 -8 -5%
NHT
943
New Hampshire Trust
New Hampshire
$15.3K – – –
CCP
944
Carmel Capital Partners
California
$14.2K +$14.2K +150 New
Commonwealth Equity Services
945
Commonwealth Equity Services
Massachusetts
$13.8K -$230 -2,431 -2%
JGIA
946
Jackson Grant Investment Advisers
Connecticut
$13.2K – – –
TF
947
TimeScale Financial
Massachusetts
$12.6K +$190 +2 +2%
MWM
948
Mascoma Wealth Management
New Hampshire
$12K – – –
BWP
949
Baldwin Wealth Partners
Massachusetts
$11.8K – – –
LFA
950
Legend Financial Advisors
Pennsylvania
$11.8K – – –
36 37
38
39 40