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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 %
GL
1051
Graypoint LLC
New York
– -$211K -2,397 Closed
AIM
1052
Aigen Investment Management
New York
– -$211K -2,391 Closed
CAMG
1053
CWA Asset Management Group
Florida
– -$211K -2,388 Closed
HP
1054
Hilltop Partners
Indiana
– -$210K -2,377 Closed
LC
1055
LCNB Corp
Ohio
– -$209K -2,371 Closed
SFG
1056
StrategIQ Financial Group
Indiana
– -$209K -2,364 Closed
WDL
1057
Well Done LLC
Michigan
– -$208K -2,360 Closed
ANTB
1058
AMG National Trust Bank
Colorado
– -$208K -2,355 Closed
LWM
1059
Liberty Wealth Management
California
– -$208K -2,354 Closed
B
1060
Bailard
California
– -$203K -2,302 Closed
CWP
1061
CFM Wealth Partners
Texas
– -$202K -2,290 Closed
CCT
1062
Capital City Trust
Florida
– -$202K -2,287 Closed
VFA
1063
Valeo Financial Advisors
Indiana
– -$201K -2,277 Closed
OPCM
1064
Osborne Partners Capital Management
California
– -$201K -2,277 Closed
RBFC
1065
Roman Butler Fullerton & Co
Missouri
– -$203K -2,264 Closed
PI
1066
PineBridge Investments
New York
– -$193K -2,190 Closed
PIAS
1067
PCA Investment Advisory Services
Ohio
– -$144K -1,628 Closed
SF
1068
Safeguard Financial
Wisconsin
– -$83K -941 Closed
FA
1069
Fiduciary Alliance
South Carolina
– -$61.8K -700 Closed
FBC
1070
Fairfield, Bush & Co
Connecticut
– -$56.7K -642 Closed
SSG
1071
Summit Securities Group
New York
– -$36K -412 Closed
CWA
1072
Clearview Wealth Advisors
Oregon
– -$36.3K -412 Closed
TFP
1073
Tilia Fiduciary Partners
North Carolina
– -$31.8K -360 Closed
CFO
1074
CVA Family Office
Colorado
– -$31.3K -355 Closed
DCBT
1075
Dakota Community Bank & Trust
North Dakota
– -$27.4K -311 Closed
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