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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
+$46.3M
3
EAM
Eagle Asset Management
Florida
+$37.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$37.3M
5
RJA
Raymond James & Associates
Florida
+$29.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
-$434M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$65.9M
4
MAM
Magellan Asset Management
Australia
-$60.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
1076
Exchange Capital Management
Michigan
– -$211K -2,246 Closed
PSP
1077
Principal Street Partners
Tennessee
– -$210K -2,240 Closed
DA
1078
Denali Advisors
California
– -$206K -2,200 Closed
EP
1079
Eudaimonia Partners
Tennessee
– -$205K -2,190 Closed
RSWM
1080
Robertson Stephens Wealth Management
California
– -$204K -2,171 Closed
Capstone Investment Advisors
1081
Capstone Investment Advisors
New York
– -$199K -2,125 Closed
GTCM
1082
Gyon Technologies Capital Management
New Jersey
– -$116K -1,234 Closed
ZIG
1083
Zullo Investment Group
Pennsylvania
– -$80.5K -859 Closed
GPI
1084
General Partner Inc
Pennsylvania
– -$68.4K -730 Closed
HNWAG
1085
High Net Worth Advisory Group
Florida
– -$64.4K -687 Closed
USCWA
1086
U.S. Capital Wealth Advisors
Texas
– -$60.5K -645 Closed
AS
1087
AM Squared
Hong Kong
– -$56.3K -600 Closed
CS
1088
Comerica Securities
Michigan
– -$54.7K -583 Closed
DCM
1089
Dupont Capital Management
Delaware
– -$49.8K -531 Closed
BA
1090
Bellwether Advisors
Nebraska
– -$47.9K -511 Closed
AS
1091
Altshuler Shaham
Israel
– -$46.2K -493 Closed
DWP
1092
Destiny Wealth Partners
Florida
– -$43.4K -463 Closed
VF
1093
VitalStone Financial
Texas
– -$35K -371 Closed
RWPA
1094
Richard W. Paul & Associates
Michigan
– -$30K -320 Closed
GMA
1095
Glassy Mountain Advisors
Maryland
– -$26.1K -278 Closed
EWM
1096
Evermay Wealth Management
Virginia
– -$26.1K -278 Closed
NMG
1097
New Millennium Group
Utah
– -$20.7K -221 Closed
BWL
1098
Bogart Wealth LLC
Virginia
– -$18.9K -202 Closed
CJL
1099
Cyrus J. Lawrence
New York
– -$17K -167 Closed
JSAM
1100
J. Safra Asset Management
New York
– -$13K -143 Closed
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