WEC Energy
992 hedge funds and large institutions have $19.3B invested in WEC Energy in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 339 increasing their positions, 363 reducing their positions, and 105 closing their positions.
48% more capital inflows, than outflows
Capital inflows: $1.15B | Capital outflows: $781M
0.18% more ownership
Funds ownership: 75.84% → 76.02% (+0.18%)
0% less call options, than puts
Call options by funds: $20.6M | Put options by funds: $20.7M
7% less repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 363
3% less funds holding
Funds holding: 1,027 → 992 (-35)
20% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 105
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$159M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$125M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$42.5M |
| 4 |
Neuberger Berman Group
New York
|
+$36.5M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$76.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$63.8M |
| 3 |
Jupiter Asset Management
London,
United Kingdom
|
-$47.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$27M |
| 5 |
W.H. Reaves & Co
Jersey City,
New Jersey
|
-$23.6M |
WEC Hedge Fund Activity: Q3 2023 in Review
992 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2023, worth a combined $19.3B — down 8.5% from $21.1B a quarter earlier.
Sellers outnumbered buyers: 105 funds closed out of WEC and 84 opened new positions — a net loss of 21 holders — while 363 trimmed existing stakes and 339 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $159M. The largest seller was Millennium Management, cutting an estimated $76.8M.
- 992 institutional investors held WEC Energy (WEC) as of Q3 2023, down from 1,027 in Q2 2023.
- Funds reported $19.3B of WEC Energy stock for Q3 2023, down 8.5% quarter-over-quarter.
- 84 funds opened new WEC Energy positions in Q3 2023 and 105 closed out, a net change of -21 holders.
- The largest WEC Energy buyer in Q3 2023 was T. Rowe Price Investment Management, an estimated $159M added.
- The largest WEC Energy seller in Q3 2023 was Millennium Management, an estimated $76.8M sold.
Based on aggregated 13F filings for Q3 2023.