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WEC Energy

930 hedge funds and large institutions have $21.8B invested in WEC Energy in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 360 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-28
Holders Change %
-2.92%
% of All Funds
16.38%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
78
Increased
287
Reduced
360
Closed
95
Calls
$19.1M
Puts
$17.1M
Net Calls
+$1.95M
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
351
Geneos Wealth Management
Colorado
$1.34M -$278K -2,862 -17%
JWM
352
Jackson Wealth Management
Florida
$1.33M -$14.3K -153 -1%
SM
353
Sciencast Management
New Jersey
$1.32M -$1.62M -17,361 -55%
RC
354
RegentAtlantic Capital
New Jersey
$1.32M +$235K +2,515 +22%
SYBT
355
Stock Yards Bank & Trust
Kentucky
$1.29M +$96.8K +1,035 +8%
QI
356
QS Investors
New York
$1.28M +$2.06K +22 +0.2%
PJSIMP
357
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.28M -$8.33K -87 -0.6%
MIP
358
Marietta Investment Partners
Wisconsin
$1.27M
CG
359
Colony Group
Massachusetts
$1.26M -$41.7K -446 -3%
FT
360
Fiduciary Trust
Massachusetts
$1.26M -$46.1K -493 -4%
KAS
361
Kestra Advisory Services
Texas
$1.26M -$263K -2,807 -17%
X
362
Xponance
Pennsylvania
$1.26M -$26.9K -287 -2%
KOMWMG
363
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.26M +$41.7K +445 +3%
LFAS
364
Level Four Advisory Services
Texas
$1.26M +$16.4K +175 +1%
WF
365
Welch & Forbes
Massachusetts
$1.23M
SC
366
Savant Capital
Illinois
$1.23M +$34.6K +370 +3%
MIAS
367
Mason Investment Advisory Services
Virginia
$1.21M +$1.21M +12,944 New
HFAS
368
Hummer Financial Advisory Services
Illinois
$1.18M
AWM
369
AE Wealth Management
Kansas
$1.16M -$196K -2,098 -15%
PAG
370
Private Advisor Group
New Jersey
$1.14M +$6.37K +68 +0.6%
BEI
371
Benjamin Edwards Inc
Missouri
$1.13M +$17.8K +190 +2%
SLI
372
Sumitomo Life Insurance
Japan
$1.12M -$47.7K -510 -4%
HPC
373
HM Payson & Co
Maine
$1.11M +$1.4K +15 +0.1%
NSIM
374
North Star Investment Management
Illinois
$1.11M -$17.4K -186 -2%
CIC
375
Cornercap Investment Counsel
Georgia
$1.09M +$1.09M +11,660 New