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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 %
MIM
526
Meridiem Investment Management
United Kingdom
$448K
MP
527
McDonald Partners
Ohio
$446K +$60.8K +689 +16%
GVAG
528
Great Valley Advisor Group
Delaware
$445K -$2.47K -28 -0.6%
IA
529
IFP Advisors
Florida
$445K +$206K +2,325 +86%
BTWM
530
Baker Tilly Wealth Management
Wisconsin
$441K -$136K -1,548 -24%
SSB
531
Sandy Spring Bank
Maryland
$440K -$19.6K -222 -4%
ST
532
Smithfield Trust
Pennsylvania
$439K
WCA
533
Waratah Capital Advisors
Ontario, Canada
$435K +$435K +4,932 New
BWM
534
Buckley Wealth Management
Nevada
$432K +$32.1K +364 +8%
WA
535
Wealth Architects
California
$431K -$1.5K -17 -0.3%
AIP
536
Ameritas Investment Partners
Nebraska
$427K +$265 +3 +0.1%
CA
537
Clearstead Advisors
Ohio
$427K +$7.15K +81 +2%
IIM
538
Ipswich Investment Management
Massachusetts
$423K
PA
539
Parallel Advisors
California
$419K +$29.8K +338 +8%
Wellington Management Group
540
Wellington Management Group
Massachusetts
$418K -$578K -6,554 -58%
LIA
541
LS Investment Advisors
Michigan
$417K
CPSC
542
Carl P. Sherr & Co
Massachusetts
$417K
MW
543
Marcum Wealth
Ohio
$416K -$30.1K -341 -7%
TC
544
Toews Corporation
New Jersey
$415K +$415K +4,700 New
VF
545
Virtu Financial
New York
$413K +$413K +4,685 New
Simplex Trading
546
Simplex Trading
Illinois
$412K +$18K +200 +5%
ACM
547
Advisors Capital Management
New Jersey
$408K +$88 +1 +0%
DWA
548
Douglass Winthrop Advisors
New York
$406K -$26.5K -300 -6%
MA
549
MJP Associates
Connecticut
$406K -$16.2K -184 -4%
TW
550
TrinityPoint Wealth
Connecticut
$405K +$10.6K +120 +3%