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WEC Energy
WEC

Overview Fund Activity

1,061 hedge funds and large institutions have $22.7B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 351 increasing their positions, 348 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,061
Holders Change
+52
Holders Change %
+5.15%
% of All Funds
17.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
137
Increased
351
Reduced
348
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$133M
2
Invesco
2
Invesco
Georgia
$359M
3
Bessemer Group
3
Bessemer Group
New Jersey
$94.7M
4
BlackRock
4
BlackRock
New York
$2.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.95B

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$434M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$68.8M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$431M
5
MAM
5
Magellan Asset Management
Australia
$486M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
1101
GPS Wealth Strategies Group
Colorado
– -$248K -2,770 Closed
LI
1102
LMCG Investments
Massachusetts
– -$247K -2,763 Closed
TAM
1103
Tocqueville Asset Management
New York
– -$246K -2,753 Closed
WPC
1104
Wedmont Private Capital
Pennsylvania
– -$242K -2,707 Closed
E
1105
Ergoteles
New York
– -$238K -2,656 Closed
AO
1106
Advisor OS
Illinois
– -$235K -2,627 Closed
ER
1107
Enlightenment Research
Florida
– -$224K -2,500 Closed
ACA
1108
Aptus Capital Advisors
Alabama
– -$223K -2,491 Closed
GGS
1109
Galvin Gaustad & Stein
Arizona
– -$217K -2,426 Closed
GWANC
1110
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$216K -2,412 Closed
TWM
1111
Triton Wealth Management
Arizona
– -$214K -2,314 Closed
FWM
1112
Fairhaven Wealth Management
Illinois
– -$200K -2,240 Closed
PK
1113
Pflug Koory
Nebraska
– -$68K -760 Closed
EC
1114
Estate Counselors
Wisconsin
– -$53K -602 Closed
SFO
1115
Standard Family Office
South Dakota
– -$40K -451 Closed
RTC
1116
Riverview Trust Company
Washington
– -$30K -337 Closed
CL
1117
COWA LLC
Oklahoma
– -$30K -334 Closed
Simplex Trading
1118
Simplex Trading
Illinois
– -$26K -301 Closed
PFA
1119
Professional Financial Advisors
Nebraska
– -$26K -288 Closed
TFS
1120
TrustCore Financial Services
Tennessee
– -$20K -223 Closed
EW
1121
Evoke Wealth
California
– -$6K -63 Closed
EC
1122
EdgeRock Capital
Colorado
– -$3K -39 Closed
HR
1123
Howe & Rusling
New York
– -$2K -19 Closed
WTC
1124
WhitTier Trust Company
Nevada
– -$1K -8 Closed
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