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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 %
MHIC
451
Marble Harbor Investment Counsel
Massachusetts
$679K – – –
BIM
452
Bridges Investment Management
Nebraska
$674K -$153K -1,630 -18%
LF
453
Lantz Financial
Illinois
$673K – – –
WSFS
454
Wilmington Savings Fund Society
Delaware
$672K -$12.7K -136 -2%
AT
455
Arden Trust
Delaware
$666K +$20.2K +216 +3%
FIA
456
Foundations Investment Advisors
Arizona
$665K +$205K +2,193 +45%
VPIM
457
Vanguard Personalized Indexing Management
California
$665K +$280K +2,994 +73%
WB
458
WesBanco Bank
West Virginia
$658K +$658K +7,033 New
BBVA
459
Banco Bilbao Vizcaya Argentaria
Spain
$656K +$11K +118 +2%
CA
460
Cornerstone Advisors
North Carolina
$655K – – –
WPA
461
West Paces Advisors
Georgia
$655K -$54.4K -581 -8%
IAN
462
Integrated Advisors Network
Texas
$651K +$651K +6,960 New
CC
463
Chicago Capital
Illinois
$650K – – –
PL
464
Plancorp LLC
Missouri
$643K -$106K -1,136 -14%
CT
465
Coastline Trust
Rhode Island
$639K +$11.7K +125 +2%
SPC
466
Sigma Planning Corp
Michigan
$638K +$158K +1,687 +33%
BTWM
467
Baker Tilly Wealth Management
Wisconsin
$637K +$265K +2,834 +71%
WAS
468
Winch Advisory Services
Wisconsin
$623K -$27.4K -293 -4%
OPS
469
Orion Portfolio Solutions
Nebraska
$621K +$18.3K +195 +3%
ASN
470
Advisory Services Network
Georgia
$620K -$790K -8,444 -56%
OSNBOA
471
Old Second National Bank of Aurora
Illinois
$620K – – –
SCA
472
Snowden Capital Advisors
New York
$616K +$289K +3,085 +88%
MLFP
473
MPS Loria Financial Planners
Illinois
$609K -$12.4K -133 -2%
EA
474
Elm Advisors
California
$609K – – –
Cetera Investment Advisers
475
Cetera Investment Advisers
Illinois
$602K -$208K -2,226 -26%
17 18
19
20 21