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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
$308M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$238M
3
MAM
Magellan Asset Management
Australia
$2.27B
4
PAMU
Pictet Asset Management (UK)
United Kingdom
$447M
5
BlackRock
BlackRock
New York
$2.54B

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
$1.39M
2
Deutsche Bank
Deutsche Bank
Germany
$589M
3
WHG
Westwood Holdings Group
Texas
$9.4M
4
Millennium Management
Millennium Management
New York
$12.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
576
Bank of Stockton
California
$367K – – –
CAM
577
Cresset Asset Management
Illinois
$362K +$59.9K +640 +20%
CCM
578
Carlson Capital Management
Minnesota
$360K +$14.7K +157 +4%
APW
579
Austin Private Wealth
Texas
$359K -$26.6K -284 -7%
HCM
580
Hutner Capital Management
Vermont
$358K – – –
AF
581
Advisornet Financial
Minnesota
$357K – – –
CAG
582
Csenge Advisory Group
Florida
$356K -$6.93K -75 -2%
FMW
583
Farr Miller & Washington
District of Columbia
$353K -$21.1K -225 -6%
HSA
584
HBK Sorce Advisory
Pennsylvania
$353K -$843 -9 -0.2%
RMCM
585
Reynders McVeigh Capital Management
Massachusetts
$352K -$18.8K -201 -5%
CAM
586
Centre Asset Management
New York
$351K -$14K -150 -4%
CA
587
Cetera Advisors
Colorado
$350K +$3.18K +34 +0.9%
DBT
588
Dubuque Bank & Trust
Iowa
$349K – – –
HDIM
589
Hanson & Doremus Investment Management
Vermont
$347K -$10.6K -113 -3%
CAI
590
Capital Advisors Inc
Oklahoma
$347K -$10.2K -109 -3%
FHC
591
First Heartland Consultants
Missouri
$345K -$51.6K -551 -13%
Cerity Partners
592
Cerity Partners
New York
$345K -$28.8K -308 -8%
SP
593
Symmetry Partners
Connecticut
$345K -$6.18K -66 -2%
VWA
594
V Wealth Advisors
Kansas
$345K +$187 +2 +0.1%
BBA
595
BLB&B Advisors
Pennsylvania
$343K -$9.37K -100 -3%
IWA
596
Inspirion Wealth Advisors
Illinois
$340K +$187 +2 +0.1%
BAM
597
Belpointe Asset Management
Nevada
$340K +$116K +1,236 +51%
MG
598
Meritage Group
California
$339K +$339K +3,627 New
TNBTD
599
Trustmark National Bank Trust Department
Mississippi
$338K -$48K -513 -12%
PAS
600
Park Avenue Securities
New York
$338K +$19.3K +206 +6%
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