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WEC Energy

1,009 hedge funds and large institutions have $20.9B invested in WEC Energy in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 375 increasing their positions, 306 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-28
Holders Change %
-2.7%
% of All Funds
17.45%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
74
Increased
375
Reduced
306
Closed
88
Calls
$17.3M
Puts
$16.8M
Net Calls
+$571K
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
426
Brown Capital Management
Maryland
$911K
WFA
427
Wipfli Financial Advisors
Wisconsin
$911K +$911K +10,186 New
MFT
428
Moisand Fitzgerald Tamayo
Florida
$909K +$10.8K +121 +1%
IA
429
IFP Advisors
Florida
$908K +$138K +2,203 +18%
PHIMC
430
Private Harbour Investment Management & Counsel
Ohio
$905K -$51.4K -575 -5%
CQS
431
Credential Qtrade Securities
$897K +$28.3K +316 +3%
KNW
432
Kesler Norman & Wride
Utah
$892K +$3.93K +44 +0.4%
DT
433
Diversified Trust
Tennessee
$885K +$175K +1,956 +25%
LWAC
434
Laurel Wealth Advisors (California)
California
$883K -$99K -1,108 -10%
VAS
435
Vestmark Advisory Solutions
Massachusetts
$878K +$159K +1,776 +22%
AWM
436
Apollon Wealth Management
South Carolina
$877K +$42.6K +476 +5%
WA
437
Wealth Alliance
New York
$869K +$7.97K +89 +0.9%
DC
438
Davenport & Co
Virginia
$866K -$13.9K -155 -2%
BCM
439
Bayesian Capital Management
New York
$864K -$687K -7,681 -44%
VHAM
440
Van Hulzen Asset Management
California
$853K
CAM
441
Carret Asset Management
New York
$850K
SOAMC
442
Spirit of America Management Corp
New York
$850K +$116K +1,300 +16%
WAM
443
WNY Asset Management
New York
$842K +$268 +3 +0%
RBC
444
Romano Brothers & Co
Illinois
$835K +$835K +9,334 New
ST
445
Spinnaker Trust
Maine
$832K
AIMC
446
Alley Investment Management Company
Illinois
$830K -$1.88K -21 -0.2%
LPT
447
Legacy Private Trust
Wisconsin
$830K
BL
448
Balentine LLC
Georgia
$820K -$89 -1 -0%
GT
449
Greenleaf Trust
Michigan
$813K +$61.1K +684 +8%
BRWA
450
B. Riley Wealth Advisors
Florida
$812K +$519K +5,792 +177%