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WEC Energy
WEC

990 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, 340 increasing their positions, 363 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.18% more ownership

Funds ownership: 75.84% → 76.02% (+0.18%)

0% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $20.7M

6% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 363

4% less funds holding

Funds holding: 1,026 → 990 (-36)

9% less capital invested

Capital invested by funds: $21.1B → $19.3B (-$1.8B)

21% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 105

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
990
Holders Change
-36
Holders Change %
-3.51%
% of All Funds
15.71%
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
340
Reduced
363
Closed
105
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
+$159M
2
American Century Companies
American Century Companies
Missouri
+$125M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.5M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$36.5M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$32.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$76.8M
2
State Street
State Street
Massachusetts
-$63.8M
3
JAM
Jupiter Asset Management
United Kingdom
-$47.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$27M
5
WHRC
W.H. Reaves & Co
New Jersey
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
1001
Richard Bernstein Advisors
New York
– -$2.24M -25,347 Closed
NA
1002
Navellier & Associates
Nevada
– -$2.22M -25,114 Closed
IFU
1003
iSAM Funds (UK)
United Kingdom
– -$1.99M -22,582 Closed
Renaissance Technologies
1004
Renaissance Technologies
New York
– -$1.97M -22,302 Closed
MGI
1005
MayTech Global Investments
New York
– -$1.54M -17,432 Closed
YIH
1006
Y-Intercept (HK)
Hong Kong
– -$1.45M -16,432 Closed
SGI
1007
Summit Global Investments
Utah
– -$1.45M -16,382 Closed
MF
1008
Magnetar Financial
Illinois
– -$1.35M -15,279 Closed
EP
1009
Edgestream Partners
New Jersey
– -$1.28M -14,556 Closed
GCM
1010
Genus Capital Management
British Columbia, Canada
– -$997K -11,300 Closed
NICM
1011
Neo Ivy Capital Management
New York
– -$839K -9,513 Closed
V
1012
Veritable
Delaware
– -$830K -9,411 Closed
LNB
1013
Ledyard National Bank
– -$689K -7,811 Closed
O
1014
Ossiam
France
– -$674K -7,640 Closed
SEC
1015
Seven Eight Capital
New York
– -$657K -7,440 Closed
Verition Fund Management
1016
Verition Fund Management
Connecticut
– -$618K -7,004 Closed
CIM
1017
Chiron Investment Management
New York
– -$599K -6,783 Closed
Two Sigma Advisers
1018
Two Sigma Advisers
New York
– -$547K -6,200 Closed
JFG
1019
Jefferies Financial Group
New York
– -$488K -5,526 Closed
SW
1020
SVB Wealth
Massachusetts
– -$478K -5,416 Closed
MC
1021
Machina Capital
France
– -$410K -4,645 Closed
VF
1022
Virtu Financial
New York
– -$389K -4,412 Closed
BO
1023
Bank OZK
Arkansas
– -$386K -4,376 Closed
FAFN
1024
First Affirmative Financial Network
Colorado
– -$384K -4,357 Closed
OFS
1025
OneAscent Financial Services
Alabama
– -$365K -4,137 Closed
39 40
41
42 43

WEC Hedge Fund Activity: Q3 2023 in Review

990 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2023, worth a combined $19.3B — down 8.5% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of WEC and 83 opened new positions — a net loss of 22 holders — while 363 trimmed existing stakes and 340 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $159M. The largest seller was Millennium Management, cutting an estimated $76.8M.

  • 990 institutional investors held WEC Energy (WEC) as of Q3 2023, down from 1,026 in Q2 2023.
  • Funds reported $19.3B of WEC Energy stock for Q3 2023, down 8.5% quarter-over-quarter.
  • 83 funds opened new WEC Energy positions in Q3 2023 and 105 closed out, a net change of -22 holders.
  • The largest WEC Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $159M added.
  • The largest WEC Energy seller in Q3 2023 was Millennium Management, an estimated $76.8M sold.

Based on aggregated 13F filings for Q3 2023.