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WEC Energy
WEC

Overview Fund Activity

1,010 hedge funds and large institutions have $22.5B invested in WEC Energy in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 364 increasing their positions, 323 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,010
Holders Change
-51
Holders Change %
-4.81%
% of All Funds
16.17%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.13%
New
78
Increased
364
Reduced
323
Closed
106
Calls
$16M
Puts
$30.5M
Net Calls
-$14.5M
Net Calls Change
-$8.92M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$191M
2
Bank of America
Bank of America
North Carolina
$595M
3
EAM
Eagle Asset Management
Florida
$37.4M
4
Victory Capital Management
Victory Capital Management
Texas
$56.3M
5
RJA
Raymond James & Associates
Florida
$103M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$267M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$14.1M
4
MAM
Magellan Asset Management
Australia
$431M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1051
Virtue Capital Management
Tennessee
– -$406K -4,328 Closed
VEA
1052
Virtus ETF Advisers
New York
– -$401K -4,275 Closed
TSS
1053
Two Sigma Securities
New York
– -$389K -4,150 Closed
SWM
1054
Scissortail Wealth Management
Oklahoma
– -$372K -3,990 Closed
TL
1055
Tradewinds LLC
North Carolina
– -$619K -3,944 Closed
AWM
1056
Accurate Wealth Management
Florida
– -$359K -3,713 Closed
CB
1057
Centennial Bank
Arkansas
– -$340K -3,625 Closed
WEG
1058
World Equity Group
Illinois
– -$338K -3,601 Closed
PAM
1059
Premier Asset Management
Illinois
– -$337K -3,598 Closed
SB
1060
Simmons Bank
Arkansas
– -$334K -3,558 Closed
GC
1061
Gilbert & Cook
Iowa
– -$317K -3,385 Closed
SCP
1062
Shorepoint Capital Partners
Massachusetts
– -$315K -3,358 Closed
PBO
1063
Peoples Bank (Ohio)
Ohio
– -$312K -3,329 Closed
Kovitz Investment Group Partners
1064
Kovitz Investment Group Partners
Illinois
– -$287K -3,060 Closed
SB
1065
Strategic Blueprint
Georgia
– -$277K -2,958 Closed
WDC
1066
Woodward Diversified Capital
California
– -$276K -2,947 Closed
SF
1067
Synovus Financial
Georgia
– -$270K -2,879 Closed
XT
1068
XTX Topco
Cayman Islands
– -$266K -2,833 Closed
UPC
1069
Utah Peaks Capital
Utah
– -$246K -2,622 Closed
BB
1070
Busey Bank
Illinois
– -$233K -2,486 Closed
SW
1071
StrongBox Wealth
Missouri
– -$224K -2,387 Closed
MCC
1072
Money Concepts Capital
Florida
– -$222K -2,370 Closed
HC
1073
Hamilton Capital
Ohio
– -$219K -2,337 Closed
FFP
1074
FourThought Financial Partners
Florida
– -$216K -2,303 Closed
PWPS
1075
Pinnacle Wealth Planning Services
Ohio
– -$212K -2,266 Closed
41 42
43
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