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WEC Energy

1,009 hedge funds and large institutions have $20.9B invested in WEC Energy in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 375 increasing their positions, 306 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,009
Holders Change
-28
Holders Change %
-2.7%
% of All Funds
17.45%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
74
Increased
375
Reduced
306
Closed
88
Calls
$17.3M
Puts
$16.8M
Net Calls
+$571K
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
601
Forum Financial Management
Illinois
$417K
DWA
602
Douglass Winthrop Advisors
New York
$412K
BOPW
603
Brandywine Oak Private Wealth
Pennsylvania
$409K -$3.57K -40 -0.9%
MA
604
Mutual Advisors
Nebraska
$407K +$407K +4,556 New
ST
605
Smithfield Trust
Pennsylvania
$404K
IWM
606
IHT Wealth Management
Illinois
$403K +$107K +1,190 +36%
NAMM
607
NorthStar Asset Management (Massachusetts)
Massachusetts
$402K
MCM
608
McDonough Capital Management
Florida
$402K
RMCM
609
Reynders McVeigh Capital Management
Massachusetts
$399K -$26.8K -300 -6%
BFS
610
Bradley Foster & Sargent
Connecticut
$399K
CFG
611
CMC Financial Group
Georgia
$399K
ZIC
612
ZWJ Investment Counsel
Georgia
$397K -$44.7K -500 -10%
NFG
613
Nations Financial Group
Iowa
$396K
OPS
614
Orion Portfolio Solutions
Nebraska
$393K -$95.6K -1,068 -20%
CFG
615
Citizens Financial Group
Rhode Island
$389K
FAFN
616
First Affirmative Financial Network
Colorado
$388K +$89 +1 +0%
CAG
617
Csenge Advisory Group
Florida
$385K -$153K -1,711 -28%
CPSC
618
Carl P. Sherr & Co
Massachusetts
$385K
PWPS
619
Pinnacle Wealth Planning Services
Ohio
$382K
AF
620
Advisornet Financial
Minnesota
$382K +$7.69K +86 +2%
AIM
621
Alhambra Investment Management
Florida
$381K
ZCM
622
Ziegler Capital Management
Illinois
$379K
PTC
623
Private Trust Company
Ohio
$378K +$44.8K +501 +13%
APP
624
Alpha Paradigm Partners
Illinois
$377K +$68.9K +770 +22%
1SB
625
1ST Source Bank
Indiana
$376K