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WEC Energy
WEC

Overview Fund Activity

906 hedge funds and large institutions have $22.5B invested in WEC Energy in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.33%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
84
Increased
280
Reduced
330
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$342M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$37.2M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$33.8M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$32.9M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$26.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$52.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$51.2M
3
State Street
State Street
Massachusetts
-$45.7M
4
ESCM
Echo Street Capital Management
New York
-$35.2M
5
Barclays
Barclays
United Kingdom
-$23.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
701
Intrust Bank
Kansas
$227K – – –
WA
702
WealthTrust Axiom
Pennsylvania
$227K – – –
TWM
703
Triton Wealth Management
Arizona
$227K – – –
BAM
704
Berkshire Asset Management
Pennsylvania
$224K -$4.16K -43 -2%
SC
705
Scotia Capital
Ontario, Canada
$224K +$581 +6 +0.3%
WDL
706
Well Done LLC
Michigan
$222K – – –
TCM
707
Tuttle Capital Management
Connecticut
$222K +$222K +2,294 New
RBFC
708
Roman Butler Fullerton & Co
Missouri
$221K +$221K +2,279 New
FCFS
709
First Command Financial Services
Texas
$220K – – –
FCB
710
First Command Bank
Texas
$220K – – –
CWP
711
CFM Wealth Partners
Texas
$219K – – –
PWA
712
Providence Wealth Advisors
Illinois
$217K -$53.5K -553 -20%
TFGT
713
TS Financial Group (TSFG)
Illinois
$215K – – –
LSAG
714
Lake Street Advisors Group
New Hampshire
$215K +$215K +2,223 New
QCG
715
Quadrant Capital Group
Ohio
$214K +$22.6K +233 +12%
PWP
716
Principle Wealth Partners
Connecticut
$213K – – –
AWM
717
Altium Wealth Management
New York
$213K +$213K +2,197 New
BHIA
718
Birch Hill Investment Advisors
Massachusetts
$213K +$213K +2,200 New
Bank Julius Baer & Co
719
Bank Julius Baer & Co
Switzerland
$212K +$291 +3 +0.1%
CS
720
Candriam SCA
Luxembourg
$212K +$212K +2,189 New
Kovitz Investment Group Partners
721
Kovitz Investment Group Partners
Illinois
$212K +$212K +2,190 New
MWPCG
722
Measured Wealth Private Client Group
New Hampshire
$211K +$211K +2,176 New
BJL
723
Brighton Jones LLC
Washington
$210K +$210K +2,168 New
TIM
724
Thompson Investment Management
Wisconsin
$210K +$210K +2,169 New
SCM
725
Shelton Capital Management
Colorado
$210K +$210K +2,169 New
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