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WEC Energy
WEC

Overview Fund Activity

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$133M
2
Invesco
2
Invesco
Georgia
$359M
3
Bessemer Group
3
Bessemer Group
New Jersey
$94.7M
4
BlackRock
4
BlackRock
New York
$2.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$434M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$68.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$431M
5
MAM
5
Magellan Asset Management
Australia
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1001
Janiczek Wealth Management
Colorado
$9.78K +$3.1K +32 +46%
KFI
1002
Key Financial Inc
Pennsylvania
$9.48K – – –
EBA
1003
Eagle Bay Advisors
New York
$9.41K – – –
NL
1004
NVWM LLC
Pennsylvania
$9.38K -$9.38K -100 -50%
HWM
1005
HighMark Wealth Management
Minnesota
$9.38K – – –
CWM
1006
Compass Wealth Management
Connecticut
$9.38K +$9.38K +100 New
TC
1007
Truvestments Capital
Florida
$9.1K +$9.1K +97 New
JWA
1008
JFS Wealth Advisors
Pennsylvania
$8.63K -$1.41K -15 -14%
SC
1009
Solstein Capital
California
$7.69K – – –
TCWA
1010
Ten Capital Wealth Advisors
Washington
$7.41K -$3.47K -37 -32%
IRC
1011
Investors Research Corp
Georgia
$7.22K +$7.22K +77 New
VWM
1012
Valley Wealth Managers
New Jersey
$7.03K – – –
WTA
1013
Washington Trust Advisors
Massachusetts
$6.75K – – –
TWD
1014
True Wealth Design
Ohio
$6.66K +$6.66K +71 New
KFS
1015
Kelly Financial Services
Massachusetts
$6.09K – – –
BWM
1016
Baystate Wealth Management
Massachusetts
$6K +$92 +1 +2%
TJHA
1017
Thomas J. Herzfeld Advisors
Florida
$5.81K – – –
ME
1018
McIlrath & Eck
Washington
$5.72K – – –
BIA
1019
Bell Investment Advisors
California
$5.63K +$563 +6 +11%
AWM
1020
Abound Wealth Management
Tennessee
$4.6K +$4.04K +43 +717%
SFG
1021
Steward Financial Group
Texas
$4K +$4K +49 New
ACM
1022
AUA Capital Management
Pennsylvania
$3.94K – – –
SC
1023
Schubert & Co
Texas
$3.66K -$1.22K -13 -25%
MYAM
1024
Meiji Yasuda Asset Management
Japan
$3.61K -$11 -120 -0.3%
WPWM
1025
Western Pacific Wealth Management
Illinois
$3.56K +$3.56K +38 New
39 40
41
42 43