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WEC Energy

944 hedge funds and large institutions have $20.4B invested in WEC Energy in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 314 increasing their positions, 320 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+14
Holders Change %
+1.51%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
89
Increased
314
Reduced
320
Closed
68
Calls
$18.3M
Puts
$13.6M
Net Calls
+$4.66M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
APA
626
American Portfolios Advisors
New York
$314K +$234K +2,628 +292%
BBA
627
BLB&B Advisors
Pennsylvania
$312K -$13.3K -150 -4%
WJWM
628
Williams Jones Wealth Management
New York
$312K +$178 +2 +0.1%
AAM
629
Ascension Asset Management
New York
$311K
E
630
Ergoteles
New York
$310K +$310K +3,480 New
VI
631
Versor Investments
New York
$309K +$309K +3,470 New
BSW
632
Buckingham Strategic Wealth
Missouri
$307K +$15.7K +176 +5%
OPCM
633
Osborne Partners Capital Management
California
$303K
P
634
Pitcairn
Pennsylvania
$300K -$3.02K -34 -1%
BFM
635
Boothbay Fund Management
New York
$298K +$298K +3,350 New
SIM
636
Sentry Investment Management
Wisconsin
$297K
SAM
637
Summit Asset Management
Tennessee
$297K
JAG
638
Journey Advisory Group
Kentucky
$297K +$98.8K +1,110 +50%
SW
639
StrongBox Wealth
Missouri
$295K +$17.8K +200 +6%
RMCM
640
Reynders McVeigh Capital Management
Massachusetts
$294K -$40K -450 -12%
CA
641
Crewe Advisors
Utah
$291K
DBT
642
Dubuque Bank & Trust
Iowa
$290K -$42.1K -472 -13%
DLCIG
643
D.L. Carlson Investment Group
New Hampshire
$290K -$8.91K -100 -3%
FMTC
644
Farmers & Merchants Trust Company
California
$290K -$8.9K -100 -3%
SW
645
SkyOak Wealth
Michigan
$290K
BJL
646
Brighton Jones LLC
Washington
$290K +$75.1K +843 +35%
SIAM
647
Sterling Investment Advisors (Missouri)
Missouri
$289K
Bessemer Group
648
Bessemer Group
New Jersey
$288K +$82.5K +927 +40%
RCAG
649
Rehmann Capital Advisory Group
Michigan
$286K -$1.16K -13 -0.4%
KFGK
650
Keystone Financial Group (Kentucky)
Kentucky
$286K