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WEC Energy
WEC

Overview Fund Activity

1,010 hedge funds and large institutions have $22.5B invested in WEC Energy in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 323 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
-51
Holders Change %
-4.81%
% of All Funds
16.17%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
78
Increased
364
Reduced
323
Closed
106
Calls
$16M
Puts
$30.5M
Net Calls
-$14.5M
Net Calls Change
-$8.92M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$191M
2
Bank of America
Bank of America
North Carolina
+$46.3M
3
EAM
Eagle Asset Management
Florida
+$37.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$37.3M
5
RJA
Raymond James & Associates
Florida
+$29.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$434M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$65.9M
4
MAM
Magellan Asset Management
Australia
-$60.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1001
WestEnd Advisors
North Carolina
$664 -$656 -7 Closed
AWM
1002
Accel Wealth Management
Iowa
$578 -$9.63K -100 -94%
WWM
1003
Wolff Wiese Magana
California
$474 – – –
UFF
1004
USA Financial Formulas
Michigan
$474 +$474 +5 New
CAC
1005
Core Alternative Capital
Georgia
$474 +$474 +5 New
TWD
1006
True Wealth Design
Ohio
$380 -$6.37K -67 -94%
FSWA
1007
Financial Synergies Wealth Advisors
Texas
$380 – – –
FGAM
1008
Financial Gravity Asset Management
Texas
$355 +$4 +1 +1%
SGC
1009
Slocum, Gordon & Co
Rhode Island
$97 – – –
AIP
1010
Ahrens Investment Partners
Louisiana
$95 +$95 +1 New
SFCL
1011
Strengthening Families & Communities LLC
Massachusetts
$56 – +5 +0.9%
EI
1012
Ellevest Inc
New York
$1 -$1 – –
Marshall Wace
1013
Marshall Wace
United Kingdom
– -$17M -181,585 Closed
CSS
1014
Cubist Systematic Strategies
Connecticut
– -$12M -128,123 Closed
TC
1015
TwinBeech Capital
New York
– -$9.78M -104,258 Closed
RPI
1016
Railway Pension Investments
United Kingdom
– -$8.64M -92,100 Closed
DTL
1017
Dynamic Technology Lab
Singapore
– -$5.34M -56,959 Closed
ACM
1018
Aquatic Capital Management
Illinois
– -$4.9M -52,300 Closed
Tudor Investment Corp
1019
Tudor Investment Corp
Connecticut
– -$4.49M -47,838 Closed
ECM
1020
ExodusPoint Capital Management
New York
– -$4.44M -47,371 Closed
RWA
1021
Redmont Wealth Advisors
Illinois
– -$4.04M -43,046 Closed
DA
1022
Duality Advisers
Florida
– -$3.9M -41,570 Closed
AM
1023
AGF Management
Ontario, Canada
– -$3.26M -34,766 Closed
EFS
1024
Econ Financial Services
Pennsylvania
– -$2.02M -21,512 Closed
CCM
1025
CTC Capital Management
Illinois
– -$1.94M -20,700 Closed
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41
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