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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 %
PA
1051
PSI Advisors
Florida
$750 – – –
ECM
1052
Estabrook Capital Management
New York
$656 – – –
WA
1053
WestEnd Advisors
North Carolina
$656 +$187 +2 +40%
TWP
1054
TFO Wealth Partners
Ohio
$510 -$2.18K -94 -81%
TCOT
1055
Trust Company of Toledo
Ohio
$508 +$24 +256 +5%
CAM
1056
CenterStar Asset Management
Illinois
$477 -$158K – –
LF
1057
Lee Financial
Texas
$469 – – –
WWM
1058
Wolff Wiese Magana
California
$469 – – –
FSWA
1059
Financial Synergies Wealth Advisors
Texas
$376 – – –
CAS
1060
Coppell Advisory Solutions
Texas
$281 +$281 +3 New
CASC
1061
Coppell Advisory Solutions Corp
Texas
$281 +$281 +3 New
SGC
1062
Slocum, Gordon & Co
Rhode Island
$95 +$95 +1 New
EI
1063
Ellevest Inc
New York
$1 – – –
Balyasny Asset Management
1064
Balyasny Asset Management
Illinois
– -$61.1M -683,315 Closed
Lord, Abbett & Co
1065
Lord, Abbett & Co
New Jersey
– -$31.3M -350,000 Closed
Cohen & Steers
1066
Cohen & Steers
New York
– -$28.9M -323,090 Closed
MA
1067
MUFG Americas
New York
– -$22.2M -248,216 Closed
ADEF
1068
Adams Diversified Equity Fund
Maryland
– -$15.2M -170,500 Closed
CIAS
1069
CFS Investment Advisory Services
New Jersey
– -$1K -67,877 Closed
Walleye Capital
1070
Walleye Capital
New York
– -$6.03M -67,417 Closed
WorldQuant Millennium Advisors
1071
WorldQuant Millennium Advisors
New York
– -$5.77M -64,568 Closed
JAM
1072
Jupiter Asset Management
United Kingdom
– -$3.55M -39,744 Closed
QC
1073
Quadrature Capital
United Kingdom
– -$3.28M -36,598 Closed
PHK
1074
Point72 Hong Kong
Hong Kong
– -$2.99M -33,424 Closed
MCM
1075
Moore Capital Management
New York
– -$1.97M -22,050 Closed
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43
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