WEC icon

WEC Energy
WEC

Overview Fund Activity

1,045 hedge funds and large institutions have $20.8B invested in WEC Energy in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 326 increasing their positions, 381 reducing their positions, and 70 closing their positions.

Holders
1,045
Holders Change
+59
Holders Change %
+5.98%
% of All Funds
15.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
145
Increased
326
Reduced
381
Closed
70
Calls
$41.2M
Puts
$68.3M
Net Calls
-$27.1M
Net Calls Change
-$27.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$674M
2
Invesco
2
Invesco
Georgia
$512M
3
Millennium Management
3
Millennium Management
New York
$153M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$112M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$78.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$3.72M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$92.7M
3
ESCM
3
Echo Street Capital Management
New York
$0
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$41.1M
5
MAM
5
Magellan Asset Management
Australia
$399M
Name Market Value Shares Shares
Change 		Shares
Change %
KWA
1076
Kingswood Wealth Advisors
California
– – -3,740 Closed
WJWM
1077
Williams Jones Wealth Management
New York
– – -3,450 Closed
MNBTD
1078
Moody National Bank Trust Division
Texas
– – -3,377 Closed
JWCA
1079
J.W. Cole Advisors
Florida
– – -3,349 Closed
BS
1080
Bessemer Securities
New York
– – -3,300 Closed
CL
1081
Choreo LLC
Illinois
– – -3,235 Closed
CAM
1082
Centre Asset Management
New York
– – -3,120 Closed
AFS
1083
Axiom Financial Strategies
Indiana
– – -2,939 Closed
MWA
1084
Monograph Wealth Advisors
California
– – -2,931 Closed
FMLI
1085
Fukoku Mutual Life Insurance
Japan
– – -2,879 Closed
CFA
1086
CWS Financial Advisors
Michigan
– – -2,763 Closed
FEM
1087
Fulcrum Equity Management
Texas
– – -2,704 Closed
FCI
1088
Financial Counselors Inc
Kansas
– – -2,641 Closed
BHIA
1089
Birch Hill Investment Advisors
Massachusetts
– – -2,637 Closed
NC
1090
NinePointTwo Capital
California
– – -2,633 Closed
BJL
1091
Brighton Jones LLC
Washington
– – -2,550 Closed
WPC
1092
Waters Parkerson & Co
Louisiana
– – -2,544 Closed
Point72 Asset Management
1093
Point72 Asset Management
Connecticut
– – -1,795 Closed
HL
1094
HeadInvest LLC
Maine
– – -1,119 Closed
SCA
1095
Stonebridge Capital Advisors
Minnesota
– – -1,068 Closed
RFA
1096
Register Financial Advisors
Georgia
– – -720 Closed
VC
1097
Vestor Capital
Illinois
– – -545 Closed
WTG
1098
West Tower Group
Virginia
– – -512 Closed
AWA
1099
Authentikos Wealth Advisory
California
– – -467 Closed
FFC
1100
First Financial Corp
Indiana
– – -455 Closed
41 42 43
44
45