WEC icon

WEC Energy
WEC

Overview Fund Activity

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

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$193M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$183M
3
MAM
Magellan Asset Management
Australia
+$165M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$112M
5
BlackRock
BlackRock
New York
+$97.7M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$58M
2
Deutsche Bank
Deutsche Bank
Germany
-$57.5M
3
WHG
Westwood Holdings Group
Texas
-$54.1M
4
Millennium Management
Millennium Management
New York
-$43.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$30.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
401
International Assets Investment Management
Florida
$916K +$296K +3,201 +48%
MFT
402
Moisand Fitzgerald Tamayo
Florida
$901K +$7.3K +78 +0.8%
CAM
403
Carret Asset Management
New York
$898K – – –
CG
404
Castellan Group
Kentucky
$898K – – –
IAA
405
Independent Advisor Alliance
North Carolina
$896K -$37.4K -400 -4%
KNW
406
Kesler Norman & Wride
Utah
$896K +$112K +1,200 +14%
IIA
407
ICW Investment Advisors
Arizona
$893K +$61.1K +653 +7%
CPIA
408
Cornell Pochily Investment Advisors
New York
$889K – – –
VAS
409
Vestmark Advisory Solutions
Massachusetts
$883K -$67.5K -721 -7%
ST
410
Spinnaker Trust
Maine
$883K -$24K -257 -3%
SWM
411
Spire Wealth Management
Virginia
$881K +$881K +9,426 New
RMC
412
Resources Management Corp
Connecticut
$879K -$18.3K -196 -2%
WAM
413
WNY Asset Management
New York
$875K +$281 +3 +0%
DCM
414
Dupont Capital Management
Delaware
$874K -$144K -1,543 -14%
GT
415
Greenleaf Trust
Michigan
$856K +$7.11K +76 +0.8%
PFS
416
Prospera Financial Services
Texas
$843K -$48.3K -517 -5%
DC
417
Davenport & Co
Virginia
$839K +$55.3K +591 +7%
Federated Hermes
418
Federated Hermes
Pennsylvania
$836K -$356K -3,805 -30%
WAM
419
World Asset Management
Michigan
$835K -$32.1K -330 -4%
PTC
420
Private Trust Company
Ohio
$830K -$87.4K -934 -10%
MWM
421
Mission Wealth Management
California
$824K +$143K +1,532 +21%
KRSITF
422
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$817K -$23.2K -248 -3%
CCC
423
Chelsea Counsel Company
California
$817K -$16.4K -175 -2%
WS
424
Wedbush Securities
California
$811K +$90.2K +964 +13%
LNWWM
425
Laird Norton Wetherby Wealth Management
California
$809K -$27.2K -290 -3%
15 16
17
18 19