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WEC Energy

924 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 310 increasing their positions, 328 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-20
Holders Change %
-2.12%
% of All Funds
16.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
310
Reduced
328
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
401
Carret Asset Management
New York
$847K
CI
402
Cigna Investments
Connecticut
$842K -$24.1K -273 -3%
RWA
403
Ropes Wealth Advisors
Massachusetts
$840K +$193K +2,187 +30%
CPIA
404
Cornell Pochily Investment Advisors
New York
$833K
WAM
405
WNY Asset Management
New York
$833K +$4.67K +53 +0.6%
AC
406
Alley Company
Illinois
$824K -$53.5K -607 -6%
ST
407
Spinnaker Trust
Maine
$820K
GT
408
Greenleaf Trust
Michigan
$816K -$27.9K -316 -3%
RP
409
Rowlandmiller & Partners
Georgia
$801K -$65.3K -745 -8%
JIC
410
Johnson Investment Counsel
Ohio
$794K -$4.15K -47 -0.5%
IRF
411
IBM Retirement Fund
New York
$789K +$3.26K +37 +0.4%
MWM
412
Mission Wealth Management
California
$788K +$13.1K +148 +2%
RT
413
Rockland Trust
Massachusetts
$785K -$9.52K -108 -1%
DADC
414
D.A. Davidson & Co
Montana
$781K -$138K -1,567 -15%
RMC
415
Resources Management Corp
Connecticut
$772K -$29.6K -335 -4%
CCC
416
Chelsea Counsel Company
California
$770K
WSCM
417
Wellington Shields Capital Management
New York
$768K -$247K -2,799 -24%
FT
418
Fiduciary Trust
Massachusetts
$768K -$1.85K -21 -0.2%
PHK
419
Point72 Hong Kong
Hong Kong
$763K +$763K +8,650 New
WANY
420
Wealthspire Advisors (New York)
New York
$760K -$309K -3,498 -29%
KRSITF
421
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$752K +$27.7K +314 +4%
V
422
Veritable
Delaware
$748K -$13.4K -152 -2%
MA
423
Montag & Associates
Georgia
$742K
JF
424
Jump Financial
Illinois
$741K +$741K +8,400 New
SWA
425
Stratos Wealth Advisors
Ohio
$738K +$738K +8,364 New