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WEC Energy
WEC

Overview Fund Activity

1,021 hedge funds and large institutions have $21.1B invested in WEC Energy in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 343 increasing their positions, 358 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
16.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
90
Increased
343
Reduced
358
Closed
75
Calls
$11.7M
Puts
$24.2M
Net Calls
-$12.5M
Net Calls Change
+$1.96M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$112M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$252M
3
MAM
Magellan Asset Management
Australia
$469M
4
Millennium Management
Millennium Management
New York
$105M
5
EAM
Eagle Asset Management
Florida
$96.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$366M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$179M
3
SI
Scout Investments
Missouri
$29.9M
4
BlackRock
BlackRock
New York
$2.58B
5
ESCM
Echo Street Capital Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
1001
Bollard Group
Massachusetts
$2K +$2K +20 New
AAG
1002
Armstrong Advisory Group
Massachusetts
$1.85K – – –
CHA
1003
Carmichael Hill & Associates
Maryland
$1.59K -$5.92K -67 -79%
LCM
1004
Logan Capital Management
Pennsylvania
$1.59K – – –
GEA
1005
Glen Eagle Advisors
New Jersey
$1.5K – – –
SIC
1006
SJS Investment Consulting
Ohio
$1.41K -$265 -3 -16%
2L
1007
25 LLC
Missouri
$1.1K +$1.1K +12 New
CAM
1008
ClariVest Asset Management
California
$1K – – –
TFA
1009
Transamerica Financial Advisors
Florida
$1K – – –
NRG
1010
Nemes Rush Group
Michigan
$971 +$971 +11 New
HWP
1011
Highline Wealth Partners
California
$882 – – –
PA
1012
PSI Advisors
Florida
$706 – – –
UFF
1013
USA Financial Formulas
Michigan
$441 – – –
HT
1014
Headlands Technologies
Illinois
$441 +$441 +5 New
VAG
1015
VisionPoint Advisory Group
Texas
$441 +$441 +5 New
TWD
1016
True Wealth Design
Ohio
$353 – – –
FSWA
1017
Financial Synergies Wealth Advisors
Texas
$353 – – –
IGWM
1018
ICA Group Wealth Management
Colorado
$353 +$353 +4 New
Comerica Bank
1019
Comerica Bank
Texas
$2 +$2 +3,487 New
Adage Capital Partners
1020
Adage Capital Partners
Massachusetts
– -$20.5M -215,808 Closed
RA
1021
Rovida Advisors
Florida
– -$12.6M -132,625 Closed
BBL
1022
Beck Bode LLC
Massachusetts
– -$10.1M -106,049 Closed
EAM
1023
Eventide Asset Management
Massachusetts
– -$8.93M -94,165 Closed
GCM
1024
Greenland Capital Management
New York
– -$4.39M -46,356 Closed
OQS
1025
Occudo Quantitative Strategies
Florida
– -$3.9M -41,166 Closed
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