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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 %
1SB
576
1ST Source Bank
Indiana
$367K
BRWA
577
B. Riley Wealth Advisors
Florida
$365K +$108K +1,224 +42%
VDI
578
Vaughan David Investments
Illinois
$364K
PFG
579
PAX Financial Group
Texas
$363K +$9.53K +108 +3%
DSC
580
Duncker Streett & Co
Missouri
$360K -$85.5K -969 -19%
BFS
581
Bard Financial Services
Connecticut
$358K
FFIC
582
First Fiduciary Investment Counsel
Ohio
$357K -$70.5K -800 -16%
IWM
583
IHT Wealth Management
Illinois
$356K -$620K -7,024 -64%
EF
584
Empirical Finance
Pennsylvania
$349K +$19.4K +220 +6%
HDIM
585
Hanson & Doremus Investment Management
Vermont
$348K +$10.9K +124 +3%
OIA
586
OneDigital Investment Advisors
Kansas
$347K -$14.4K -163 -4%
BOS
587
Bank of Stockton
California
$347K
CAG
588
Csenge Advisory Group
Florida
$345K +$3.24K +37 +0.9%
BONH
589
Bank of New Hampshire
New Hampshire
$344K
CCM
590
Carlson Capital Management
Minnesota
$342K +$883 +10 +0.3%
CAM
591
Centre Asset Management
New York
$341K
GI
592
Gradient Investments
Minnesota
$340K
SMC
593
Smith, Moore & Co
Missouri
$340K +$6.7K +76 +2%
PAS
594
Park Avenue Securities
New York
$339K -$3.27K -37 -1%
HCM
595
Hutner Capital Management
Vermont
$336K -$1.59K -18 -0.5%
AF
596
Advisornet Financial
Minnesota
$336K
WA
597
WealthTrust Axiom
Pennsylvania
$336K
HSA
598
HBK Sorce Advisory
Pennsylvania
$335K +$2.65K +30 +0.8%
IP
599
Isthmus Partners
Wisconsin
$334K -$26.5K -300 -7%
GIA
600
Gladstone Institutional Advisory
Florida
$334K +$334K +3,790 New