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WEC Energy
WEC

Overview Fund Activity

1,045 hedge funds and large institutions have $20.8B invested in WEC Energy in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 70 closing their positions.

Holders
1,045
Holders Change
+59
Holders Change %
+5.98%
% of All Funds
15.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
145
Increased
326
Reduced
381
Closed
70
Calls
$41.2M
Puts
$68.3M
Net Calls
-$27.1M
Net Calls Change
-$27.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$674M
2
Invesco
2
Invesco
Georgia
$512M
3
Millennium Management
3
Millennium Management
New York
$153M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$112M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$78.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
5
Magellan Asset Management
Australia
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
951
Stephens Consulting
Michigan
$19.2K 228 – –
SA
952
Scarborough Advisors
Maryland
$19.1K 227 +227 New
FMP
953
Financial Management Professionals
Texas
$18K 209 – –
CWC
954
Carolinas Wealth Consulting
North Carolina
$17.9K 15,734 -720 -4%
NFSG
955
Newbridge Financial Services Group
Florida
$17.4K 207 -82 -28%
C
956
Covestor
United Kingdom
$17K 196 -8 -4%
HCM
957
Highlander Capital Management
New Jersey
$16.8K 200 – –
ODG
958
O'Dell Group
Ohio
$16.8K 200 +200 New
JWA
959
JFS Wealth Advisors
Pennsylvania
$16.5K 196 +148 +308%
FCT
960
First Community Trust
Iowa
$16.2K 192 – –
PMFA
961
Plante Moran Financial Advisors
Michigan
$15.7K 186 +30 +19%
SS
962
Sunbelt Securities
Texas
$14.3K 170 -1,009 -86%
CPG
963
Cornerstone Planning Group
New Jersey
$14.2K 169 -8 -5%
WIA
964
Wetzel Investment Advisors
Indiana
$14K 167 +167 New
LS
965
Livforsakringsbolaget Skandia
Sweden
$13.9K 165 – –
HWA
966
HHM Wealth Advisors
Tennessee
$13.5K 160 +160 New
First Manhattan
967
First Manhattan
New York
$12.6K 150 – –
S
968
Sachetta
Massachusetts
$12.4K 147 +147 New
AFS
969
Annapolis Financial Services
Maryland
$12.2K 145 – –
AWM
970
Avior Wealth Management
Nebraska
$11.6K 138 -449 -76%
GG
971
Greenwood Gearhart
Arkansas
$11.5K 137 +137 New
NFA
972
Northwest Financial Advisors
Virginia
$11.3K 134 +134 New
FGAM
973
Financial Gravity Asset Management
Texas
$10.9K 131 +3 +2%
FRA
974
Front Row Advisors
California
$10.8K 128 -301 -70%
CIR
975
Clear Investment Research
Georgia
$10.8K 128 +128 New
37 38
39
40 41