WEC icon

WEC Energy
WEC

Overview Fund Activity

1,021 hedge funds and large institutions have $21.1B invested in WEC Energy in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 343 increasing their positions, 358 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
16.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
90
Increased
343
Reduced
358
Closed
75
Calls
$11.7M
Puts
$24.2M
Net Calls
-$12.5M
Net Calls Change
+$1.96M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$112M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$252M
3
MAM
Magellan Asset Management
Australia
$469M
4
Millennium Management
Millennium Management
New York
$105M
5
EAM
Eagle Asset Management
Florida
$96.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$366M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$179M
3
SI
Scout Investments
Missouri
$29.9M
4
BlackRock
BlackRock
New York
$2.58B
5
ESCM
Echo Street Capital Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
976
Capital Analysts LLC
Pennsylvania
$8K +$4.58K +51 +134%
JWA
977
JFS Wealth Advisors
Pennsylvania
$7.41K -$1.32K -15 -15%
SC
978
Solstein Capital
California
$7.24K – – –
IRC
979
Investors Research Corp
Georgia
$6.79K – – –
TAM
980
Tucker Asset Management
Colorado
$6.44K – – –
CAS
981
Coppell Advisory Solutions
Texas
$6.05K +$6.05K +69 New
BWM
982
Baystate Wealth Management
Massachusetts
$5.86K +$89 +1 +2%
CHC
983
City Holding Co
West Virginia
$5.82K +$5.82K +66 New
KFS
984
Kelly Financial Services
Massachusetts
$5.74K – – –
OP
985
ORG Partners
Indiana
$5.65K +$5.65K +63 New
AAP
986
Arax Advisory Partners
Colorado
$5.49K +$177 +2 +3%
TJHA
987
Thomas J. Herzfeld Advisors
Florida
$5.47K – – –
ME
988
McIlrath & Eck
Washington
$5.38K – – –
BIA
989
Bell Investment Advisors
California
$4.85K -$3.35K -38 -41%
AWM
990
Abound Wealth Management
Tennessee
$4.68K +$354 +4 +8%
RI
991
Ridgewood Investments
New Jersey
$4.21K – – –
FGAM
992
Financial Gravity Asset Management
Texas
$3.81K -$303 -7 -7%
MCM
993
Manchester Capital Management
Vermont
$3.71K +$618 +7 +20%
GBT
994
Grove Bank & Trust
Florida
$3.71K – – –
WPWM
995
Western Pacific Wealth Management
Illinois
$3.35K – – –
TCA
996
Trifecta Capital Advisors
Illinois
$3K – – –
HS
997
Horan Securities
United States
$2.56K – – –
MA
998
MCF Advisors
Kentucky
$2.21K – – –
DF
999
DecisionPoint Financial
Arizona
$2.21K – – –
WP
1000
WealthPLAN Partners
Nebraska
$2.03K – – –
38 39
40
41 42