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WEC Energy

944 hedge funds and large institutions have $20.4B invested in WEC Energy in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 314 increasing their positions, 320 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+14
Holders Change %
+1.51%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
89
Increased
314
Reduced
320
Closed
68
Calls
$18.3M
Puts
$13.6M
Net Calls
+$4.66M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
526
Fulcrum Asset Management
United Kingdom
$446K -$560K
ST
527
Smithfield Trust
Pennsylvania
$442K
AT
528
Arden Trust
Delaware
$440K -$192K -2,166 -30%
AG
529
AlphaSimPlex Group
Massachusetts
$440K
WA
530
Wealth Architects
California
$436K +$12.8K +144 +3%
DWA
531
Douglass Winthrop Advisors
New York
$436K +$34.7K +390 +9%
FF
532
FourThought Financial
Florida
$435K -$105K -1,188 -20%
YWP
533
YorkBridge Wealth Partners
New York
$434K -$107K -1,201 -20%
EH
534
Equitable Holdings
New York
$434K +$20.7K +233 +5%
MSA
535
Marino Stram & Associates
Massachusetts
$434K +$434K +4,879 New
AP
536
Appleton Partners
Massachusetts
$432K
MG
537
Mather Group
Illinois
$432K +$138K +1,548 +47%
FFIC
538
First Fiduciary Investment Counsel
Ohio
$431K
AIP
539
Ameritas Investment Partners
Nebraska
$430K +$356 +4 +0.1%
BAM
540
Blueshift Asset Management
New Jersey
$429K -$857K -9,626 -67%
IIM
541
Ipswich Investment Management
Massachusetts
$427K
MA
542
MJP Associates
Connecticut
$426K +$356 +4 +0.1%
SW
543
SVB Wealth
Massachusetts
$425K -$13.2K -148 -3%
ZIM
544
Zacks Investment Management
Illinois
$425K +$183K +2,054 +76%
RJT
545
Raymond James Trust
Florida
$424K -$33K -370 -7%
HI
546
Horizon Investments
North Carolina
$424K +$24.9K +280 +6%
DT
547
Diversified Trust
Tennessee
$423K -$250K -2,807 -37%
CA
548
Clearstead Advisors
Ohio
$423K +$622 +7 +0.1%
LIA
549
LS Investment Advisors
Michigan
$421K -$300K -3,369 -42%
BB
550
Busey Bank
Illinois
$421K +$67K +753 +19%