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WEC Energy

995 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 329 increasing their positions, 305 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+71
Holders Change %
+7.68%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
329
Reduced
305
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$310K -$3.2K -33 -1%
GIA
652
Gladstone Institutional Advisory
Florida
$309K -$58.5K -603 -16%
BBA
653
BLB&B Advisors
Pennsylvania
$303K -$18.2K -188 -6%
P
654
Pitcairn
Pennsylvania
$303K -$17.8K -183 -6%
SW
655
StrongBox Wealth
Missouri
$302K -$117K -1,203 -28%
RMCM
656
Reynders McVeigh Capital Management
Massachusetts
$302K
RCAG
657
Rehmann Capital Advisory Group
Michigan
$301K -$13.2K -136 -4%
CAAS
658
Capital Asset Advisory Services
Michigan
$300K -$5.82K -60 -2%
PCI
659
Planning Center Inc
Illinois
$300K +$300K +3,121 New
DWM
660
Doyle Wealth Management
Florida
$298K +$23.5K +242 +9%
SFG
661
StrategIQ Financial Group
Indiana
$297K +$297K +3,065 New
RIA
662
Regal Investment Advisors
Michigan
$296K +$1.07K +11 +0.4%
CFS
663
CRA Financial Services
New Jersey
$294K
TNBTD
664
Trustmark National Bank Trust Department
Mississippi
$293K -$54.2K -559 -16%
KFGK
665
Keystone Financial Group (Kentucky)
Kentucky
$293K -$19.4K -200 -6%
IWC
666
Integrated Wealth Concepts
Massachusetts
$292K +$13.2K +136 +5%
GWM
667
GSB Wealth Management
Connecticut
$291K
SWA
668
Sutton Wealth Advisors
Florida
$291K +$2.52K +26 +0.9%
SI
669
Stephens Inc
Arkansas
$290K -$11.8K -122 -4%
CCM
670
Coldstream Capital Management
Washington
$288K -$2.47M -25,475 -90%
EWA
671
EP Wealth Advisors
California
$287K -$5.72K -59 -2%
FCFS
672
First Command Financial Services
Texas
$286K +$58.3K +600 +26%
OPCM
673
Osborne Partners Capital Management
California
$285K
TMAM
674
Tokio Marine Asset Management
Japan
$285K
UB
675
UMB Bank
Missouri
$284K +$44.4K +457 +19%