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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
$377M
2
American Century Companies
American Century Companies
Missouri
$118M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$148M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30M

Top Sellers

1
Millennium Management
Millennium Management
New York
$24.7M
2
State Street
State Street
Massachusetts
$1.42B
3
JAM
Jupiter Asset Management
United Kingdom
$0
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.41M
5
WHRC
W.H. Reaves & Co
New Jersey
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OLVIG
926
Oliver Lagore Vanvalin Investment Group
Michigan
$9.75K – – –
CFS
927
CGC Financial Services
Oregon
$9.67K – – –
DFA
928
DHJJ Financial Advisors
Illinois
$9.02K +$9.02K +112 New
BFP
929
Briaud Financial Planning
Texas
$9K +$9K +114 New
WWP
930
WR Wealth Planners
Missouri
$8.86K – – –
CFB
931
Cullen/Frost Bankers
Texas
$8.54K -$2.42K -30 -22%
KFI
932
Key Financial Inc
Pennsylvania
$8.54K – – –
EBA
933
Eagle Bay Advisors
New York
$8.12K +$80 +1 +1%
CBT
934
Central Bank & Trust
Kentucky
$8.06K -$12.1K -150 -60%
CWM
935
Compass Wealth Management
Connecticut
$8.06K – – –
CSC
936
Caldwell Sutter Capital
California
$8.06K – – –
NL
937
NVWM LLC
Pennsylvania
$8.06K – – –
HWM
938
HighMark Wealth Management
Minnesota
$8.06K – – –
NCM
939
Northwest Capital Management
Oregon
$7.53K – – –
GBT
940
Grove Bank & Trust
Florida
$7.49K +$4.11K +51 +121%
CAL
941
Capital Analysts LLC
Pennsylvania
$7K -$329 -4 -4%
BCFD
942
Boit C.F. David
$6.68K – – –
SC
943
Solstein Capital
California
$6.61K – – –
IRC
944
Investors Research Corp
Georgia
$6.2K – – –
TAM
945
Tucker Asset Management
Colorado
$5.88K – – –
BWM
946
Baystate Wealth Management
Massachusetts
$5.4K +$81 +1 +2%
CHC
947
City Holding Co
West Virginia
$5.32K – – –
KFS
948
Kelly Financial Services
Massachusetts
$5.24K – – –
TJHA
949
Thomas J. Herzfeld Advisors
Florida
$4.99K – – –
NMG
950
New Millennium Group
Utah
$4.99K +$4.99K +62 New
36 37
38
39 40