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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 %
DY
676
Dowling & Yahnke
California
$240K – – –
FWM
677
Fairhaven Wealth Management
Illinois
$239K -$70.3K -752 -23%
DAS
678
Dynamic Advisor Solutions
Arizona
$237K -$248K -2,657 -51%
TCA
679
Transcend Capital Advisors
New Jersey
$237K -$4.23K -45 -2%
FFA
680
Freedman Financial Associates
Massachusetts
$237K – – –
PCWA
681
Pacific Capital Wealth Advisors
California
$237K +$2.72K +29 +1%
EWM
682
Executive Wealth Management
Michigan
$237K +$9.33K +100 +4%
FFS
683
Founders Financial Securities
Maryland
$237K +$237K +2,532 New
FAIM
684
Financial Advocates Investment Management
Washington
$236K – – –
FB
685
Fulton Bank
Pennsylvania
$236K +$29.7K +317 +14%
WDL
686
Well Done LLC
Michigan
$234K +$19.2K +205 +9%
SB
687
Simmons Bank
Arkansas
$233K -$16.5K -176 -7%
FMTCOCP
688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$233K – – –
AC
689
Athanor Capital
New York
$232K +$12.9K +138 +6%
PNC
690
Park National Corp
Ohio
$229K -$18.3K -196 -7%
MCWS
691
McKinley Carter Wealth Services
West Virginia
$228K -$2.82K -30 -1%
PCTC
692
Perkins Coie Trust Company
Washington
$228K – – –
CRC
693
Curi RMB Capital
Illinois
$228K – – –
CCA
694
Checchi Capital Advisers
California
$226K -$15.9K -170 -7%
SFWA
695
Summit Financial Wealth Advisors
Louisiana
$226K -$10.5K -114 -4%
BJL
696
Brighton Jones LLC
Washington
$226K +$226K +2,413 New
6M
697
6 Meridian
Kansas
$226K +$226K +2,420 New
BFM
698
Boston Financial Management
Massachusetts
$225K -$37.5K -400 -14%
BAS
699
Brown Advisory Securities
Maryland
$225K +$1.12K +12 +0.5%
CP
700
Covenant Partners
Tennessee
$224K -$74.8K -798 -25%
26 27
28
29 30