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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 %
Zurich Cantonal Bank
201
Zurich Cantonal Bank
Switzerland
$5.09M -$2.09K -26 -0%
VLKIM
202
Van Lanschot Kempen Investment Management
Netherlands
$5.04M – – –
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$4.94M -$78.1K -970 -2%
FPIS
204
Financial Planning & Information Services
Wisconsin
$4.88M +$47.2K +586 +1%
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$4.74M -$258K -3,201 -5%
Creative Planning
206
Creative Planning
Kansas
$4.49M +$7.17K +89 +0.2%
CNB
207
Czech National Bank
Czech Republic
$4.44M +$1.43M +17,791 +48%
BEI
208
Benjamin Edwards Inc
Missouri
$4.41M -$29.7K -369 -0.7%
URS
209
Utah Retirement Systems
Utah
$4.37M +$8.06K +100 +0.2%
YCM
210
Yousif Capital Management
Michigan
$4.34M -$60.1K -746 -1%
Marshall Wace
211
Marshall Wace
United Kingdom
$4.28M +$4.28M +53,115 New
SFA
212
Sequoia Financial Advisors
Ohio
$4.24M +$3.9M +48,400 +1,150%
Janus Henderson Group
213
Janus Henderson Group
United Kingdom
$4.16M +$751K +9,325 +22%
ProShare Advisors
214
ProShare Advisors
Maryland
$4.15M -$214K -2,652 -5%
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$4.13M +$1.93M +23,903 +87%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$4.11M -$40.8K -506 -1%
AFG
217
Albion Financial Group
Utah
$4.09M +$699K +8,674 +21%
AAIM
218
American Assets Investment Management
California
$4.03M – – –
OIM
219
Opus Investment Management
Massachusetts
$4.03M – – –
AAF
220
Andra AP-fonden
Sweden
$3.93M +$201K +2,500 +5%
PAM
221
Panagora Asset Management
Massachusetts
$3.88M -$6.79M -84,309 -64%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$3.85M -$87.4K -1,085 -2%
Schroder Investment Management Group
223
Schroder Investment Management Group
United Kingdom
$3.8M +$135K +1,670 +4%
KWM
224
Kingsview Wealth Management
Oregon
$3.77M +$47.4K +588 +1%
PIA
225
Petredis Investment Advisors
Pennsylvania
$3.64M -$805 -10 -0%
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