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WEC Energy

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
Name Holding Trade Value Shares
Change
Shares
Change %
DTL
601
Dynamic Technology Lab
Singapore
$337K -$666K -7,127 -66%
HWMG
602
Hurlow Wealth Management Group
Indiana
$337K
CT
603
Clearstead Trust
Maine
$335K
SP
604
Successful Portfolios
Florida
$333K -$841 -9 -0.3%
Wolverine Trading
605
Wolverine Trading
Illinois
$332K -$279K -2,982 -46%
IA
606
IFP Advisors
Florida
$332K -$121K -1,305 -27%
NPF
607
Norris Perne & French
Michigan
$331K
PFG
608
PAX Financial Group
Texas
$331K +$62.3K +666 +23%
AAS
609
Avantax Advisory Services
Texas
$330K +$15.8K +169 +5%
WJWM
610
Williams Jones Wealth Management
New York
$328K -$128K -1,366 -28%
AAM
611
Ascension Asset Management
New York
$328K +$328K +3,500 New
LNC
612
Lincoln National Corp
Pennsylvania
$324K +$8.23K +88 +3%
HB
613
Homrich & Berg
Georgia
$320K -$796K -8,505 -71%
OPCM
614
Osborne Partners Capital Management
California
$319K -$76.3K -814 -19%
P
615
Pitcairn
Pennsylvania
$319K -$1.59K -17 -0.5%
PCA
616
Personal Capital Advisors
California
$315K -$26.7K -286 -8%
DLCIG
617
D.L. Carlson Investment Group
New Hampshire
$314K
FMTC
618
Farmers & Merchants Trust Company
California
$314K
SIM
619
Sentry Investment Management
Wisconsin
$312K -$1.5M -16,049 -83%
BCP
620
Blue Chip Partners
Michigan
$312K -$94.4K -1,009 -23%
SAM
621
Summit Asset Management
Tennessee
$312K
AIM
622
Arcadia Investment Management
Michigan
$310K -$18.7K -200 -6%
MG
623
Mather Group
Illinois
$309K +$24K +257 +8%
SW
624
SkyOak Wealth
Michigan
$308K
BSW
625
Buckingham Strategic Wealth
Missouri
$306K -$67.9K -727 -18%