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WEC Energy

995 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 329 increasing their positions, 305 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+71
Holders Change %
+7.68%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
329
Reduced
305
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
526
Raymond James Trust
Florida
$508K +$94K +968 +23%
NSAM
527
North Star Asset Management
Wisconsin
$503K
CPWA
528
Cerro Pacific Wealth Advisors
California
$501K -$51.1K -526 -9%
MIM
529
Meridiem Investment Management
United Kingdom
$493K
SS
530
Simplicity Solutions
Minnesota
$492K +$210K +2,160 +74%
FFM
531
Forum Financial Management
Illinois
$487K +$487K +5,021 New
CA
532
Cetera Advisors
Colorado
$485K -$56.8K -585 -10%
WA
533
Wealth Architects
California
$480K +$5.73K +59 +1%
MOS
534
MGO One Seven
Ohio
$476K +$476K +4,903 New
MCM
535
Mill Capital Management
North Carolina
$468K +$468K +4,824 New
GVAG
536
Great Valley Advisor Group
Delaware
$467K -$23.1K -238 -5%
IIM
537
Ipswich Investment Management
Massachusetts
$466K
CA
538
Clearstead Advisors
Ohio
$464K -$6.41K -66 -1%
BOPW
539
Brandywine Oak Private Wealth
Pennsylvania
$461K +$21.3K +220 +5%
LIA
540
LS Investment Advisors
Michigan
$459K
MW
541
Marcum Wealth
Ohio
$459K +$486 +5 +0.1%
BWM
542
Buckley Wealth Management
Nevada
$454K -$21.7K -223 -5%
ACM
543
Advisors Capital Management
New Jersey
$454K +$4.95K +51 +1%
TW
544
TrinityPoint Wealth
Connecticut
$453K +$6.8K +70 +2%
ZIM
545
Zacks Investment Management
Illinois
$453K +$35.6K +367 +9%
DWA
546
Douglass Winthrop Advisors
New York
$447K
VAS
547
Vestmark Advisory Solutions
Massachusetts
$447K +$6.89K +71 +2%
PAS
548
Park Avenue Securities
New York
$445K +$71.6K +737 +19%
MLL
549
Moody Lynn & Lieberson
Massachusetts
$438K
MCM
550
McDonough Capital Management
Florida
$437K +$437K +4,500 New