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WEC Energy
WEC

Overview Fund Activity

958 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 306 increasing their positions, 314 reducing their positions, and 66 closing their positions.

Holders
958
Holders Change
+52
Holders Change %
+5.74%
% of All Funds
17%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
132
Increased
306
Reduced
314
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$330M
2
MAM
2
Magellan Asset Management
Australia
$2.07B
3
APG Asset Management
3
APG Asset Management
Netherlands
$101M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Millennium Management
5
Millennium Management
New York
$54.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$120M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$98.7M
4
State Street
4
State Street
Massachusetts
$1.52B
5
Deutsche Bank
5
Deutsche Bank
Germany
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
SFWA
701
Summit Financial Wealth Advisors
Louisiana
$250K 2,575 -110 -4%
KBFS
702
Kohmann Bosshard Financial Services
Ohio
$248K 2,691 – –
SB
703
Simmons Bank
Arkansas
$246K 2,666 +110 +4%
AWE
704
Avidian Wealth Enterprises
Texas
$246K 2,678 +202 +8%
BS
705
Boenning & Scattergood
Pennsylvania
$245K 2,658 – –
PNC
706
Park National Corp
Ohio
$244K 2,647 -203 -7%
BFIM
707
Beese Fulmer Investment Management
Ohio
$242K 2,628 – –
PCG
708
Private Capital Group
Connecticut
$241K 2,621 +168 +7%
JMF
709
Johnson Midwest Financial
Iowa
$241K 2,617 +2,617 New
BBNA
710
Bremer Bank National Association
Minnesota
$239K 2,593 – –
CCA
711
Checchi Capital Advisers
California
$238K 2,582 – –
DY
712
Dowling & Yahnke
California
$236K 2,562 – –
TCA
713
Transcend Capital Advisors
New Jersey
$236K 2,568 +2,568 New
PA
714
Parallel Advisors
California
$235K 2,550 -274 -10%
SGK
715
Steigerwald Gordon & Koch
Virginia
$235K 2,550 – –
FFN
716
Focus Financial Network
Minnesota
$234K 2,537 -23 -0.9%
FFA
717
Freedman Financial Associates
Massachusetts
$233K 2,527 +2,527 New
AIS
718
American Investment Services
Massachusetts
$232K 2,526 -6,985 -73%
FAIM
719
Financial Advocates Investment Management
Washington
$232K 2,516 -15 -0.6%
PCWA
720
Pacific Capital Wealth Advisors
California
$230K 2,502 – –
FMWA
721
Forvis Mazars Wealth Advisors
Missouri
$229K 2,492 -43 -2%
FMTCOCP
722
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K 2,487 – –
EWM
723
Empirical Wealth Management
Washington
$228K 2,478 – –
TAM
724
Tocqueville Asset Management
New York
$226K 2,451 -91 -4%
MCWS
725
McKinley Carter Wealth Services
West Virginia
$226K 2,460 +2,460 New
27 28
29
30 31