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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 %
OLVIG
951
Oliver Lagore Vanvalin Investment Group
Michigan
$11K – – –
TWP
952
TFO Wealth Partners
Ohio
$11K +$8.91K +94 +427%
QL
953
Quarry LP
New York
$11K +$9.2K +97 +511%
LFG
954
Larson Financial Group
Missouri
$10.8K – – –
WWP
955
WR Wealth Planners
Missouri
$10.4K – – –
KFI
956
Key Financial Inc
Pennsylvania
$10K – – –
JWM
957
Janiczek Wealth Management
Colorado
$9.78K – – –
EBA
958
Eagle Bay Advisors
New York
$9.52K – – –
CWM
959
Compass Wealth Management
Connecticut
$9.48K – – –
HWM
960
HighMark Wealth Management
Minnesota
$9.48K – – –
NL
961
NVWM LLC
Pennsylvania
$9.48K – – –
CSC
962
Caldwell Sutter Capital
California
$9.48K +$9.48K +100 New
JWA
963
JFS Wealth Advisors
Pennsylvania
$9.39K +$664 +7 +8%
BIA
964
Bell Investment Advisors
California
$8.82K +$3.13K +33 +55%
CHA
965
Carmichael Hill & Associates
Maryland
$8.06K +$6.35K +67 +372%
SC
966
Solstein Capital
California
$7.77K – – –
IRC
967
Investors Research Corp
Georgia
$7.3K – – –
WTA
968
Washington Trust Advisors
Massachusetts
$7.21K +$379 +4 +6%
SFG
969
Steward Financial Group
Texas
$7K +$2.87K +34 +69%
TAM
970
Tucker Asset Management
Colorado
$6.92K +$6.92K +73 New
BWM
971
Baystate Wealth Management
Massachusetts
$6.24K – – –
KFS
972
Kelly Financial Services
Massachusetts
$6.16K – – –
TJHA
973
Thomas J. Herzfeld Advisors
Florida
$5.88K – – –
ME
974
McIlrath & Eck
Washington
$5.78K – – –
AAP
975
Arax Advisory Partners
Colorado
$5.71K +$4K +42 +233%
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