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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 %
CA
626
Crewe Advisors
Utah
$290K +$1.5K +17 +0.5%
GAM
627
Gotham Asset Management
New York
$288K +$288K +3,269 New
DBT
628
Dubuque Bank & Trust
Iowa
$287K
SIAM
629
Sterling Investment Advisors (Missouri)
Missouri
$287K
DLCIG
630
D.L. Carlson Investment Group
New Hampshire
$287K
FMTC
631
Farmers & Merchants Trust Company
California
$287K
SW
632
SkyOak Wealth
Michigan
$287K
RCAG
633
Rehmann Capital Advisory Group
Michigan
$286K +$2.03K +23 +0.7%
SVWAG
634
Sound View Wealth Advisors Group
Georgia
$285K +$1.85K +21 +0.7%
IC
635
IEQ Capital
California
$285K +$47K +533 +20%
KFGK
636
Keystone Financial Group (Kentucky)
Kentucky
$284K
BSW
637
Buckingham Strategic Wealth
Missouri
$283K -$21.3K -241 -7%
B
638
Bailard
California
$282K
CAAS
639
Capital Asset Advisory Services
Michigan
$278K +$21.8K +247 +9%
FMW
640
Farr Miller & Washington
District of Columbia
$277K -$45.9K -521 -14%
Bessemer Group
641
Bessemer Group
New Jersey
$276K -$9.62K -109 -3%
SI
642
Stephens Inc
Arkansas
$275K -$77.4K -876 -22%
RMCM
643
Reynders McVeigh Capital Management
Massachusetts
$274K -$17.6K -200 -6%
PCM
644
Prelude Capital Management
New York
$273K +$273K +3,093 New
Verition Fund Management
645
Verition Fund Management
Connecticut
$270K -$65.1K -738 -19%
Federated Hermes
646
Federated Hermes
Pennsylvania
$270K -$7.13K -81 -3%
RIA
647
Regal Investment Advisors
Michigan
$268K +$1.5K +17 +0.6%
CFS
648
CRA Financial Services
New Jersey
$267K
Fiera Capital (Canada)
649
Fiera Capital (Canada)
Quebec, Canada
$266K -$177K -2,005 -40%
EWA
650
EP Wealth Advisors
California
$266K -$49.4K -560 -16%