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WEC Energy
WEC

Overview Fund Activity

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

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$308M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$238M
3
MAM
3
Magellan Asset Management
Australia
$2.27B
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$447M
5
BlackRock
5
BlackRock
New York
$2.54B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$1.39M
2
Deutsche Bank
2
Deutsche Bank
Germany
$589M
3
WHG
3
Westwood Holdings Group
Texas
$9.4M
4
Millennium Management
4
Millennium Management
New York
$12.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
626
Crewe Advisors
Utah
$306K – – –
CAAS
627
Capital Asset Advisory Services
Michigan
$305K -$3K -32 -1%
SIAM
628
Sterling Investment Advisors (Missouri)
Missouri
$304K – – –
RCAG
629
Rehmann Capital Advisory Group
Michigan
$302K +$4.59K +49 +2%
SVWAG
630
Sound View Wealth Advisors Group
Georgia
$302K -$26.6K -284 -8%
KFGK
631
Keystone Financial Group (Kentucky)
Kentucky
$301K – – –
AIM
632
Anchor Investment Management
South Carolina
$299K – – –
GT
633
Glenview Trust
Kentucky
$292K -$75.3K -804 -20%
EF
634
Empirical Finance
Pennsylvania
$292K – – –
TNB
635
TCF National Bank
South Dakota
$291K -$49.2K -526 -14%
SW
636
StrongBox Wealth
Missouri
$291K – – –
JGUA
637
John G. Ullman & Associates
New York
$290K -$18.7K -200 -6%
GTCM
638
Gyon Technologies Capital Management
New Jersey
$286K +$286K +3,051 New
CFS
639
CRA Financial Services
New Jersey
$284K – – –
JPG
640
Jordan Park Group
California
$282K +$282K +3,010 New
GWM
641
GSB Wealth Management
Connecticut
$281K +$281K +3,000 New
TBA
642
Tower Bridge Advisors
Pennsylvania
$279K – – –
ISL
643
Ingalls & Snyder LLC
New York
$279K -$1.69K -18 -0.6%
PA
644
Parallel Advisors
California
$278K +$39.1K +417 +16%
SWA
645
Sutton Wealth Advisors
Florida
$278K +$749 +8 +0.3%
BRWA
646
B. Riley Wealth Advisors
Florida
$273K -$205K -2,185 -43%
MWM
647
Meridian Wealth Management
Kentucky
$273K -$27.2K -290 -9%
DJSG
648
D.J. St. Germain
Massachusetts
$273K – – –
BCM
649
BTR Capital Management
California
$273K – – –
IP
650
Investment Partners
Ohio
$272K +$1.4K +15 +0.5%
24 25
26
27 28