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WEC Energy
WEC

Overview Fund Activity

1,045 hedge funds and large institutions have $20.8B invested in WEC Energy in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 70 closing their positions.

Holders
1,045
Holders Change
+59
Holders Change %
+5.98%
% of All Funds
15.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
145
Increased
326
Reduced
381
Closed
70
Calls
$41.2M
Puts
$68.3M
Net Calls
-$27.1M
Net Calls Change
-$27.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$674M
2
Invesco
2
Invesco
Georgia
$512M
3
Millennium Management
3
Millennium Management
New York
$153M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$112M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$78.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
5
Magellan Asset Management
Australia
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
SL
1026
Salomon & Ludwin
Virginia
$1.45K 18 – –
GEA
1027
Glen Eagle Advisors
New Jersey
$1.43K 17 – –
FDCDDQ
1028
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35K 16 – –
NRG
1029
Nemes Rush Group
Michigan
$1.35K 16 +2 +14%
WWM
1030
Wolff Wiese Magana
California
$1.26K 15 -5 -25%
BIA
1031
Bell Investment Advisors
California
$1.1K 13 -23 -64%
VNIM
1032
Vaughan Nelson Investment Management
Texas
$1K 14 -286,096 -100%
TFA
1033
Transamerica Financial Advisors
Florida
$1K 1 – –
HWP
1034
Highline Wealth Partners
California
$842 10 – –
PCMC
1035
Planning Capital Management Corporation
Pennsylvania
$842 10 +10 New
LCM
1036
Logan Capital Management
Pennsylvania
$758 9 -9 -50%
TCWA
1037
Turtle Creek Wealth Advisors
Texas
$758 9 +9 New
AP
1038
Aspect Partners
Virginia
$758 9 +9 New
PA
1039
PSI Advisors
Florida
$673 8 – –
TWP
1040
TFO Wealth Partners
Ohio
$421 5 -320 -98%
JWM
1041
Janiczek Wealth Management
Colorado
$421 5 -139 -97%
WA
1042
WestEnd Advisors
North Carolina
$421 5 -3 -38%
FSWA
1043
Financial Synergies Wealth Advisors
Texas
$376 4 – –
TWD
1044
True Wealth Design
Ohio
$337 4 – –
EWM
1045
Evermay Wealth Management
Virginia
$337 4 +4 New
DWM
1046
Dogwood Wealth Management
Kansas
– – – –
ESCM
1047
Echo Street Capital Management
New York
– – -585,430 Closed
SBH
1048
Segall Bryant & Hamill
Illinois
– – -143,170 Closed
SFI
1049
Susquehanna Fundamental Investments
Pennsylvania
– – -73,143 Closed
ECM
1050
Element Capital Management
New York
– – -34,626 Closed
40 41
42
43 44