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WEC Energy
WEC

Overview Fund Activity

902 hedge funds and large institutions have $20.3B invested in WEC Energy in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 361 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-33
Holders Change %
-3.53%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.16%
New
70
Increased
273
Reduced
361
Closed
95
Calls
$46.5M
Puts
$24.4M
Net Calls
+$22.2M
Net Calls Change
+$11.6M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$1.61B
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$130M
3
Millennium Management
3
Millennium Management
New York
$76.7M
4
EIP
4
Epoch Investment Partners
New York
$136M
5
Ameriprise
5
Ameriprise
Minnesota
$264M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.35B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.48B
3
Invesco
3
Invesco
Georgia
$70.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
626
D.L. Carlson Investment Group
New Hampshire
$294K – – –
BFM
627
Boston Financial Management
Massachusetts
$293K – – –
EIA
628
Edgemoor Investment Advisors
Maryland
$292K – – –
FCI
629
Financial Counselors Inc
Kansas
$291K +$39.4K +449 +16%
CA
630
Cetera Advisors
Colorado
$291K +$79.1K +903 +37%
CA
631
Crewe Advisors
Utah
$286K +$19.9K +227 +7%
SIAM
632
Sterling Investment Advisors (Missouri)
Missouri
$285K – – –
SW
633
SkyOak Wealth
Michigan
$285K – – –
CAAS
634
Capital Asset Advisory Services
Michigan
$284K +$7.99K +88 +3%
ISL
635
Ingalls & Snyder LLC
New York
$283K -$13.1K -150 -4%
CRC
636
Curi RMB Capital
Illinois
$281K -$43.9K -501 -14%
SW
637
StrongBox Wealth
Missouri
$281K – – –
AIM
638
Anchor Investment Management
South Carolina
$280K – – –
PCA
639
Personal Capital Advisors
California
$280K -$2.72K -31 -1%
FCFC
640
First Commonwealth Financial Corp
Pennsylvania
$280K – – –
AFS
641
Axiom Financial Strategies
Indiana
$280K +$63.4K +722 +29%
VPIM
642
Vanguard Personalized Indexing Management
California
$279K -$782K -8,916 -74%
QAM
643
QCI Asset Management
New York
$279K – – –
DT
644
Diversified Trust
Tennessee
$279K +$279K +3,184 New
BCM
645
Brookstone Capital Management
Illinois
$273K -$109K -1,248 -29%
VVP
646
Venture Visionary Partners
Ohio
$273K – – –
RCAG
647
Rehmann Capital Advisory Group
Michigan
$272K -$789 -9 -0.3%
HT
648
Heritage Trust
Oklahoma
$270K – – –
MWM
649
Mission Wealth Management
California
$269K +$1.49K +17 +0.6%
MLFP
650
MPS Loria Financial Planners
Illinois
$269K +$1.84K +21 +0.7%
24 25
26
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