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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 %
FNBT
501
FineMark National Bank & Trust
Florida
$516K +$101K +1,074 +24%
LI
502
LVZ Inc
Michigan
$508K – – –
MAFM
503
Mid Atlantic Financial Management
Pennsylvania
$505K +$281 +3 +0.1%
SSB
504
Sandy Spring Bank
Maryland
$504K -$4.68K -50 -0.9%
IWM
505
IHT Wealth Management
Illinois
$500K +$375 +4 +0.1%
AIP
506
Almanack Investment Partners
Pennsylvania
$500K +$52.6K +562 +12%
SI
507
Stephens Inc
Arkansas
$497K -$23.7K -253 -5%
MW
508
Marcum Wealth
Ohio
$493K +$493K +5,265 New
ETC
509
Exchange Traded Concepts
Oklahoma
$492K +$116K +1,244 +31%
TCOT
510
Trust Company of Toledo
Ohio
$491K -$187 -2 -0%
NSAM
511
North Star Asset Management
Wisconsin
$490K -$14K -150 -3%
BFO
512
Boston Family Office
Massachusetts
$487K – – –
Fisher Asset Management
513
Fisher Asset Management
Washington
$484K +$484K +5,169 New
RJT
514
Raymond James Trust
Florida
$480K -$170K -1,815 -26%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$480K -$138K -1,480 -22%
GVAG
516
Great Valley Advisor Group
Delaware
$478K -$40.6K -434 -8%
FMLI
517
Fukoku Mutual Life Insurance
Japan
$477K -$46.8K -500 -9%
MIM
518
Meridiem Investment Management
United Kingdom
$476K – – –
DSC
519
Duncker Streett & Co
Missouri
$473K – – –
ST
520
Smithfield Trust
Pennsylvania
$465K – – –
AG
521
AlphaSimPlex Group
Massachusetts
$463K +$124K +1,327 +37%
SW
522
SVB Wealth
Massachusetts
$460K +$13.4K +143 +3%
AP
523
Appleton Partners
Massachusetts
$455K – – –
FFIC
524
First Fiduciary Investment Counsel
Ohio
$454K – – –
AIP
525
Ameritas Investment Partners
Nebraska
$452K -$20.7K -221 -4%
19 20
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