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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 %
BWP
976
Baldwin Wealth Partners
Massachusetts
$10.5K 125 – –
MWM
977
Mascoma Wealth Management
New Hampshire
$10.5K 125 – –
CFS
978
CGC Financial Services
Oregon
$10.1K 120 – –
OPTFSNA
979
Old Point Trust & Financial Services N A
Virginia
$10.1K 120 +120 New
DFA
980
DHJJ Financial Advisors
Illinois
$9.43K 112 – –
WAG
981
Wiser Advisor Group
Arizona
$9.34K 111 +111 New
TIM
982
Tortoise Investment Management
New York
$9.26K 110 +100 +1,000%
SN
983
Sittner & Nelson
Oregon
$8.96K 107 -350 -77%
CFB
984
Cullen/Frost Bankers
Texas
$8.92K 106 – –
KFI
985
Key Financial Inc
Pennsylvania
$8.92K 106 – –
EBA
986
Eagle Bay Advisors
New York
$8.42K 100 -1 -1%
CBT
987
Central Bank & Trust
Kentucky
$8.42K 100 – –
NL
988
NVWM LLC
Pennsylvania
$8.42K 100 – –
CSC
989
Caldwell Sutter Capital
California
$8.42K 100 – –
HWM
990
HighMark Wealth Management
Minnesota
$8.42K 100 – –
NCM
991
Northwest Capital Management
Oregon
$7.91K 94 +1 +1%
GBT
992
Grove Bank & Trust
Florida
$7.83K 93 – –
NMM
993
Naples Money Management
Florida
$7.58K 90 +90 New
GA
994
GoalVest Advisory
New York
$7.58K 90 +90 New
MA
995
MCF Advisors
Kentucky
$7.32K 87 +47 +118%
CAS
996
Coppell Advisory Solutions
Texas
$7.15K 85 +82 +2,733%
SC
997
Solstein Capital
California
$6.9K 82 – –
IRC
998
Investors Research Corp
Georgia
$6.48K 77 – –
RIM
999
Rockbridge Investment Management
New York
$5.81K 69 +69 New
BWM
1000
Baystate Wealth Management
Massachusetts
$5.69K 67 – –
38 39
40
41 42