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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 %
GWM
651
GSB Wealth Management
Connecticut
$265K
AIM
652
Arcadia Investment Management
Michigan
$265K
TI
653
Tidal Investments
Wisconsin
$264K +$37K +420 +16%
TBA
654
Tower Bridge Advisors
Pennsylvania
$263K
SWA
655
Sutton Wealth Advisors
Florida
$262K
OPCM
656
Osborne Partners Capital Management
California
$259K -$40.9K -464 -14%
TMAM
657
Tokio Marine Asset Management
Japan
$259K +$54.5K +618 +27%
SIM
658
Sentry Investment Management
Wisconsin
$257K -$37.5K -425 -13%
BCM
659
BTR Capital Management
California
$257K
SS
660
Simplicity Solutions
Minnesota
$257K +$19K +215 +8%
HWMG
661
Hurlow Wealth Management Group
Indiana
$256K
BBNA
662
Bremer Bank National Association
Minnesota
$255K +$26.4K +300 +12%
QAM
663
QCI Asset Management
New York
$254K
IWC
664
Integrated Wealth Concepts
Massachusetts
$253K +$253K +2,867 New
PWA
665
Providence Wealth Advisors
Illinois
$251K +$707 +8 +0.3%
MIM
666
MTM Investment Management
South Carolina
$250K
DWM
667
Doyle Wealth Management
Florida
$250K
SBWIC
668
Schaper Benz & Wise Investment Counsel
Wisconsin
$250K +$2.65K +30 +1%
OCG
669
Opus Capital Group
Ohio
$248K -$135K -1,526 -35%
IAIM
670
International Assets Investment Management
Florida
$248K +$2.21K +25 +0.9%
DCM
671
Dupont Capital Management
Delaware
$247K -$115K -1,311 -32%
DJSG
672
D.J. St. Germain
Massachusetts
$245K
WKWM
673
Walter & Keenan Wealth Management
Indiana
$245K +$3.17K +36 +1%
BCP
674
Blue Chip Partners
Michigan
$243K -$39.5K -449 -14%
TAM
675
Tocqueville Asset Management
New York
$243K