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WEC Energy
WEC

990 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, 340 increasing their positions, 363 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% more ownership

Funds ownership: 75.84% → 76.02% (+0.18%)

0% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $20.7M

6% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 363

4% less funds holding

Funds holding: 1,026 → 990 (-36)

9% less capital invested

Capital invested by funds: $21.1B → $19.3B (-$1.8B)

21% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 105

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
990
Holders Change
-36
Holders Change %
-3.51%
% of All Funds
15.71%
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
340
Reduced
363
Closed
105
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
+$159M
2
American Century Companies
American Century Companies
Missouri
+$125M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$36.5M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$32.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$76.8M
2
State Street
State Street
Massachusetts
-$63.8M
3
JAM
Jupiter Asset Management
United Kingdom
-$47.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$27M
5
WHRC
W.H. Reaves & Co
New Jersey
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
976
Glen Eagle Advisors
New Jersey
$1.37K – – –
FDCDDQ
977
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29K +$1.39K +16 New
NRG
978
Nemes Rush Group
Michigan
$1.13K +$261 +3 +27%
CAM
979
ClariVest Asset Management
California
$1K – – –
TFA
980
Transamerica Financial Advisors
Florida
$1K – – –
AW
981
Avion Wealth
Texas
$1K +$1.04K +12 +100%
HWP
982
Highline Wealth Partners
California
$806 – – –
TIM
983
Tortoise Investment Management
New York
$806 +$869 +10 New
PA
984
PSI Advisors
Florida
$644 – – –
WA
985
WestEnd Advisors
North Carolina
$644 +$695 +8 New
AAP
986
Arax Advisory Partners
Colorado
$564 -$4.78K -55 -89%
FSWA
987
Financial Synergies Wealth Advisors
Texas
$323 – – –
TWD
988
True Wealth Design
Ohio
$323 – – –
ECM
989
Everence Capital Management
Indiana
$317 +$342K +3,940 New
CAS
990
Coppell Advisory Solutions
Texas
$281 -$5.74K -66 -96%
JAM
991
Jupiter Asset Management
United Kingdom
– -$47.4M -537,166 Closed
Qube Research & Technologies (QRT)
992
Qube Research & Technologies (QRT)
United Kingdom
– -$18.1M -204,604 Closed
SLAM
993
Swiss Life Asset Management
– -$6.09M -69,038 Closed
PMEF
994
Point72 Middle East FZE
United Arab Emirates
– -$5.46M -61,827 Closed
HF
995
HRT Financial
New York
– -$4.61M -52,291 Closed
HFRG
996
Houlihan Financial Resource Group
Virginia
– -$4.61M -49,934 Closed
Balyasny Asset Management
997
Balyasny Asset Management
Illinois
– -$3.74M -42,379 Closed
CC
998
Cipher Capital
New York
– -$3.48M -39,412 Closed
TI
999
Trexquant Investment
Connecticut
– -$3.17M -35,915 Closed
PI
1000
Putnam Investments
Massachusetts
– -$2.94M -33,358 Closed
38 39
40
41 42

WEC Hedge Fund Activity: Q3 2023 in Review

990 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2023, worth a combined $19.3B — down 8.5% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of WEC and 83 opened new positions — a net loss of 22 holders — while 363 trimmed existing stakes and 340 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $159M. The largest seller was Millennium Management, cutting an estimated $76.8M.

  • 990 institutional investors held WEC Energy (WEC) as of Q3 2023, down from 1,026 in Q2 2023.
  • Funds reported $19.3B of WEC Energy stock for Q3 2023, down 8.5% quarter-over-quarter.
  • 83 funds opened new WEC Energy positions in Q3 2023 and 105 closed out, a net change of -22 holders.
  • The largest WEC Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $159M added.
  • The largest WEC Energy seller in Q3 2023 was Millennium Management, an estimated $76.8M sold.

Based on aggregated 13F filings for Q3 2023.