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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
$595M
3
EAM
Eagle Asset Management
Florida
$37.4M
4
Victory Capital Management
Victory Capital Management
Texas
$56.3M
5
RJA
Raymond James & Associates
Florida
$103M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$267M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
MAM
Magellan Asset Management
Australia
$431M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
976
Sageworth Trust
Pennsylvania
$5.02K +$4.08K +43 +430%
AWM
977
Abound Wealth Management
Tennessee
$4.65K – – –
RI
978
Ridgewood Investments
New Jersey
$4.52K +$4.52K +48 New
CAL
979
Capital Analysts LLC
Pennsylvania
$4K +$4K +38 New
SC
980
Schubert & Co
Texas
$3.98K +$284 +3 +8%
GBT
981
Grove Bank & Trust
Florida
$3.98K +$3.98K +42 New
WPWM
982
Western Pacific Wealth Management
Illinois
$3.6K – – –
MCM
983
Manchester Capital Management
Vermont
$3.32K -$69.7K -735 -95%
TCA
984
Trifecta Capital Advisors
Illinois
$3.22K – – –
HS
985
Horan Securities
United States
$2.75K – – –
MA
986
MCF Advisors
Kentucky
$2.37K – – –
DF
987
DecisionPoint Financial
Arizona
$2.37K – – –
WP
988
WealthPLAN Partners
Nebraska
$2.18K +$2.18K +23 New
AAG
989
Armstrong Advisory Group
Massachusetts
$1.99K – – –
SIC
990
SJS Investment Consulting
Ohio
$1.8K -$285 -3 -14%
LCM
991
Logan Capital Management
Pennsylvania
$1.71K – – –
GEA
992
Glen Eagle Advisors
New Jersey
$1.61K – – –
PCM
993
Penserra Capital Management
California
$1K -$1.98M -35,592 -100%
TFA
994
Transamerica Financial Advisors
Florida
$1K -$3K -3 -75%
CAM
995
ClariVest Asset Management
California
$1K – – –
PVH
996
Psagot Value Holdings
Israel
$1K +$1K +6 New
HWP
997
Highline Wealth Partners
California
$948 – – –
GFWA
998
Grey Fox Wealth Advisors
Delaware
$853 +$853 +9 New
MBFW
999
Morton Brown Family Wealth
Pennsylvania
$853 +$853 +9 New
PA
1000
PSI Advisors
Florida
$758 – – –
38 39
40
41 42