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WEC Energy
WEC

Overview Fund Activity

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

Top Buyers

1
BlackRock
BlackRock
New York
$3.21B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$510M
3
PAM
Panagora Asset Management
Massachusetts
$55.3M
4
SO
STRS Ohio
Ohio
$40M
5
Goldman Sachs
Goldman Sachs
New York
$132M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$1.47B
2
UBS AM
UBS AM
Illinois
$106M
3
Millennium Management
Millennium Management
New York
$31.5M
4
Deutsche Bank
Deutsche Bank
Germany
$523M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
676
HBK Sorce Advisory
Pennsylvania
$283K -$85.9K -885 -23%
BCM
677
BTR Capital Management
California
$281K -$1.94K -20 -0.7%
BPA
678
Beacon Pointe Advisors
California
$278K +$278K +2,859 New
PWA
679
Providence Wealth Advisors
Illinois
$276K +$775 +8 +0.3%
AWE
680
Avidian Wealth Enterprises
Texas
$276K +$14.5K +150 +6%
CGL
681
Clarius Group LLC
Washington
$276K +$18.5K +191 +7%
MIM
682
MTM Investment Management
South Carolina
$275K – – –
SBWIC
683
Schaper Benz & Wise Investment Counsel
Wisconsin
$275K – – –
MCWS
684
McKinley Carter Wealth Services
West Virginia
$274K +$40.2K +415 +17%
OCG
685
Opus Capital Group
Ohio
$273K – – –
WKWM
686
Walter & Keenan Wealth Management
Indiana
$270K +$291 +3 +0.1%
BCP
687
Blue Chip Partners
Michigan
$270K +$2.04K +21 +0.8%
Lido Advisors
688
Lido Advisors
California
$270K +$47.8K +493 +22%
TAM
689
Tocqueville Asset Management
New York
$267K – – –
CCG
690
Cypress Capital Group
Florida
$267K +$267K +2,753 New
MGP
691
Metis Global Partners
California
$267K +$267K +2,755 New
AF
692
Allworth Financial
California
$265K +$48.7K +501 +22%
IAIM
693
International Assets Investment Management
Florida
$264K -$8.34K -86 -3%
BB
694
Busey Bank
Illinois
$263K -$336K -3,465 -56%
AIM
695
Arcadia Investment Management
Michigan
$262K -$29.1K -300 -10%
AAM
696
Autus Asset Management
Arizona
$262K – – –
PWP
697
Principle Wealth Partners
Connecticut
$260K – – –
CL
698
Choreo LLC
Illinois
$260K +$7.76K +80 +3%
IA
699
IFG Advisors
Missouri
$259K – – –
MA
700
MJP Associates
Connecticut
$257K -$185K -1,925 -42%
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28
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