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WEC Energy
WEC

Overview Fund Activity

986 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, 339 increasing their positions, 361 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-35
Holders Change %
-3.43%
% of All Funds
15.72%
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
339
Reduced
361
Closed
104
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
$377M
2
American Century Companies
American Century Companies
Missouri
$118M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$148M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30M

Top Sellers

1
Millennium Management
Millennium Management
New York
$24.7M
2
State Street
State Street
Massachusetts
$1.42B
3
JAM
Jupiter Asset Management
United Kingdom
$0
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.41M
5
WHRC
W.H. Reaves & Co
New Jersey
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
976
Transamerica Financial Advisors
Florida
$1K – – –
AW
977
Avion Wealth
Texas
$1K +$500 +12 +100%
HWP
978
Highline Wealth Partners
California
$806 – – –
TIM
979
Tortoise Investment Management
New York
$806 +$806 +10 New
PA
980
PSI Advisors
Florida
$644 – – –
WA
981
WestEnd Advisors
North Carolina
$644 +$644 +8 New
AAP
982
Arax Advisory Partners
Colorado
$564 -$4.43K -55 -89%
TWD
983
True Wealth Design
Ohio
$323 – – –
FSWA
984
Financial Synergies Wealth Advisors
Texas
$323 – – –
ECM
985
Everence Capital Management
Indiana
$317 +$317 +3,940 New
CAS
986
Coppell Advisory Solutions
Texas
$281 -$6.18K -66 -96%
JAM
987
Jupiter Asset Management
United Kingdom
– -$47.4M -537,166 Closed
Qube Research & Technologies (QRT)
988
Qube Research & Technologies (QRT)
United Kingdom
– -$18.1M -204,604 Closed
PMEF
989
Point72 Middle East FZE
United Arab Emirates
– -$5.46M -61,827 Closed
HF
990
HRT Financial
New York
– -$4.61M -52,291 Closed
HFRG
991
Houlihan Financial Resource Group
Virginia
– -$4.61M -49,934 Closed
Balyasny Asset Management
992
Balyasny Asset Management
Illinois
– -$3.74M -42,379 Closed
CC
993
Cipher Capital
New York
– -$3.48M -39,412 Closed
TI
994
Trexquant Investment
Connecticut
– -$3.17M -35,915 Closed
PI
995
Putnam Investments
Massachusetts
– -$2.94M -33,358 Closed
RBA
996
Richard Bernstein Advisors
New York
– -$2.24M -25,347 Closed
NA
997
Navellier & Associates
Nevada
– -$2.22M -25,114 Closed
IFU
998
iSAM Funds (UK)
United Kingdom
– -$1.99M -22,582 Closed
Renaissance Technologies
999
Renaissance Technologies
New York
– -$1.97M -22,302 Closed
MGI
1000
MayTech Global Investments
New York
– -$1.54M -17,432 Closed
38 39
40
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