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WEC Energy
WEC

Overview Fund Activity

1,021 hedge funds and large institutions have $21.1B invested in WEC Energy in 2023 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 343 increasing their positions, 358 reducing their positions, and 75 closing their positions.

Holders
1,021
Holders Change
+11
Holders Change %
+1.09%
% of All Funds
16.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
90
Increased
343
Reduced
358
Closed
75
Calls
$11.7M
Puts
$24.2M
Net Calls
-$12.5M
Net Calls Change
+$1.96M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$112M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$252M
3
MAM
3
Magellan Asset Management
Australia
$469M
4
Millennium Management
4
Millennium Management
New York
$105M
5
EAM
5
Eagle Asset Management
Florida
$96.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$366M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$179M
3
SI
3
Scout Investments
Missouri
$29.9M
4
BlackRock
4
BlackRock
New York
$2.58B
5
ESCM
5
Echo Street Capital Management
New York
$52.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QP
1076
Quilter Plc
United Kingdom
– -$234K -236 Closed
TWA
1077
TCI Wealth Advisors
Arizona
– -$20.6K -217 Closed
CSPAM
1078
Cary Street Partners Asset Management
Virginia
– -$16K -169 Closed
SSC
1079
Syverson Strege & Co
Iowa
– -$15.7K -165 Closed
AI
1080
AXS Investments
New York
– -$15.5K -163 Closed
NHT
1081
New Hampshire Trust
New Hampshire
– -$15.3K -161 Closed
JGIA
1082
Jackson Grant Investment Advisers
Connecticut
– -$13.2K -139 Closed
LFA
1083
Legend Financial Advisors
Pennsylvania
– -$11.8K -124 Closed
LFG
1084
Larson Financial Group
Missouri
– -$10.8K -114 Closed
SFG
1085
Steward Financial Group
Texas
– -$7K -83 Closed
WTA
1086
Washington Trust Advisors
Massachusetts
– -$7.21K -76 Closed
ST
1087
Sageworth Trust
Pennsylvania
– -$5.02K -53 Closed
SC
1088
Schubert & Co
Texas
– -$3.98K -42 Closed
GFWA
1089
Grey Fox Wealth Advisors
Delaware
– -$853 -9 Closed
MBFW
1090
Morton Brown Family Wealth
Pennsylvania
– -$853 -9 Closed
AWM
1091
Accel Wealth Management
Iowa
– -$578 -6 Closed
CAC
1092
Core Alternative Capital
Georgia
– -$474 -5 Closed
WWM
1093
Wolff Wiese Magana
California
– -$474 -5 Closed
SGC
1094
Slocum, Gordon & Co
Rhode Island
– -$97 -1 Closed
Man Group
1095
Man Group
United Kingdom
– -$994K – –
EI
1096
Ellevest Inc
New York
– -$1 – –
WA
1097
WestEnd Advisors
North Carolina
– -$664 – –
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