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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 %
Cerity Partners
601
Cerity Partners
New York
$331K -$21.3K -241 -6%
JGUA
602
John G. Ullman & Associates
New York
$331K +$8.83K +100 +3%
SP
603
Symmetry Partners
Connecticut
$327K
DAS
604
Dynamic Advisor Solutions
Arizona
$324K +$2.56K +29 +0.8%
Acadian Asset Management
605
Acadian Asset Management
Massachusetts
$323K +$202K +2,297 +166%
MFS
606
Mirabella Financial Services
United Kingdom
$322K +$86.5K +980 +37%
IWA
607
Inspirion Wealth Advisors
Illinois
$321K +$177 +2 +0.1%
CAI
608
Capital Advisors Inc
Oklahoma
$320K -$6.79K -77 -2%
FHC
609
First Heartland Consultants
Missouri
$319K -$3.7K -42 -1%
TNBTD
610
Trustmark National Bank Trust Department
Mississippi
$316K
CT
611
Clearstead Trust
Maine
$316K
FAIM
612
Financial Advocates Investment Management
Washington
$315K -$4.59K -52 -1%
LNC
613
Lincoln National Corp
Pennsylvania
$312K -$264 -3 -0.1%
NPF
614
Norris Perne & French
Michigan
$312K
SP
615
Successful Portfolios
Florida
$312K
AAS
616
Avantax Advisory Services
Texas
$311K +$1.32K +15 +0.4%
WJWM
617
Williams Jones Wealth Management
New York
$309K -$177 -2 -0.1%
AAM
618
Ascension Asset Management
New York
$309K
FRM
619
Fox Run Management
Connecticut
$300K -$77.8K -883 -21%
DA
620
Duality Advisers
Florida
$298K -$7.64M -86,654 -96%
ZB
621
Zions Bancorporation
Utah
$295K +$276K +3,128 +1,448%
SAM
622
Summit Asset Management
Tennessee
$294K
SFI
623
Siemens Fonds Invest
Germany
$294K +$294K +3,331 New
BBA
624
BLB&B Advisors
Pennsylvania
$292K -$17.6K -200 -6%
P
625
Pitcairn
Pennsylvania
$292K -$6.54K -74 -2%