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WEC Energy
WEC

Overview Fund Activity

986 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, 339 increasing their positions, 361 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
-35
Holders Change %
-3.43%
% of All Funds
15.72%
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
339
Reduced
361
Closed
104
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
$377M
2
American Century Companies
American Century Companies
Missouri
$118M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69.4M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$148M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30M

Top Sellers

1
Millennium Management
Millennium Management
New York
$24.7M
2
State Street
State Street
Massachusetts
$1.42B
3
JAM
Jupiter Asset Management
United Kingdom
$0
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.41M
5
WHRC
W.H. Reaves & Co
New Jersey
$27.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
1026
Vident Investment Advisory
Georgia
– -$295K -3,334 Closed
VFA
1027
Values First Advisors
Tennessee
– -$272K -3,086 Closed
SIA
1028
Schechter Investment Advisors
Michigan
– -$267K -3,025 Closed
OWM
1029
OneAscent Wealth Management
Alabama
– -$266K -3,016 Closed
ATC
1030
Argent Trust Co
Tennessee
– -$258K -2,923 Closed
VWA
1031
V Wealth Advisors
Kansas
– -$244K -2,769 Closed
OCG
1032
Opus Capital Group
Ohio
– -$243K -2,754 Closed
STA
1033
Summit Trail Advisors
New York
– -$234K -2,656 Closed
QT
1034
Quantamental Technologies
New York
– -$230K -2,603 Closed
SW
1035
SkyOak Wealth
Michigan
– -$223K -2,531 Closed
PWM
1036
Perigon Wealth Management
California
– -$222K -2,517 Closed
WPW
1037
Warther Private Wealth
Ohio
– -$222K -2,515 Closed
MCWS
1038
McKinley Carter Wealth Services
West Virginia
– -$222K -2,512 Closed
BSW
1039
Buckingham Strategic Wealth
Missouri
– -$221K -2,504 Closed
PCWA
1040
Pacific Capital Wealth Advisors
California
– -$220K -2,490 Closed
GWP
1041
Gateway Wealth Partners
Wisconsin
– -$219K -2,481 Closed
IWM
1042
Integris Wealth Management
California
– -$219K -2,477 Closed
EWM
1043
Executive Wealth Management
Michigan
– -$218K -2,469 Closed
TNBTD
1044
Trustmark National Bank Trust Department
Mississippi
– -$215K -2,439 Closed
CIC
1045
Carnegie Investment Counsel
Ohio
– -$215K -2,434 Closed
MGIA
1046
Moneta Group Investment Advisors
Missouri
– -$215K -2,433 Closed
IF
1047
Intrua Financial
Texas
– -$212K -2,405 Closed
TIA
1048
Trust Investment Advisors
Indiana
– -$212K -2,404 Closed
WKWM
1049
Walter & Keenan Wealth Management
Indiana
– -$212K -2,404 Closed
SWM
1050
SeaCrest Wealth Management
New York
– -$212K -2,402 Closed
40 41
42
43 44