WEC icon

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 %
FGAM
1026
Financial Gravity Asset Management
Texas
$3.56K -$20K -529 -85%
CIBC Private Wealth Group
1027
CIBC Private Wealth Group
Georgia
$3.42K -$33 -351 -1%
MPCL
1028
My Personal CFO LLC
Washington
$3.28K +$3.28K +35 New
TCM
1029
Tradewinds Capital Management
Washington
$3.19K +$3.19K +34 New
TCA
1030
Trifecta Capital Advisors
Illinois
$3.19K +$3.19K +34 New
MUMSS
1031
Mitsubishi UFJ Morgan Stanley Securities
Japan
$3K -$3K -30 -50%
HS
1032
Horan Securities
United States
$2.72K – – –
MA
1033
MCF Advisors
Kentucky
$2.34K – – –
DF
1034
DecisionPoint Financial
Arizona
$2.34K +$2.34K +25 New
SIC
1035
SJS Investment Consulting
Ohio
$2.06K -$469 -5 -19%
AAG
1036
Armstrong Advisory Group
Massachusetts
$1.97K +$1.97K +21 New
QL
1037
Quarry LP
New York
$1.78K +$1.78K +19 New
AAP
1038
Arax Advisory Partners
Colorado
$1.69K -$5.16K -55 -75%
CHA
1039
Carmichael Hill & Associates
Maryland
$1.69K – – –
LCM
1040
Logan Capital Management
Pennsylvania
$1.69K – – –
GEA
1041
Glen Eagle Advisors
New Jersey
$1.59K – – –
IAA
1042
Independent Advisor Alliance
North Carolina
$1.45K +$224 +2,384 +18%
AWM
1043
Activest Wealth Management
Florida
$1.31K – – –
MSCM
1044
McElhenny Sheffield Capital Management
Texas
$1.03K +$1.03K +11 New
CAM
1045
ClariVest Asset Management
California
$1K -$909 -10 -48%
SC
1046
Sierra Capital
Florida
$1K – – –
TFA
1047
Transamerica Financial Advisors
Florida
$1K +$750 +3 +300%
ST
1048
Sageworth Trust
Pennsylvania
$1K +$1K +10 New
HWP
1049
Highline Wealth Partners
California
$938 – – –
CCM
1050
Cribstone Capital Management
Maine
$938 +$188 +2 +25%
40 41
42
43 44