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WEC Energy

924 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 310 increasing their positions, 328 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-20
Holders Change %
-2.12%
% of All Funds
16.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
310
Reduced
328
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Shares
Change %
BDF
701
Balasa Dinverno & Foltz
$221K -$182K -2,064 -45%
CFA
702
Capstone Financial Advisors
Illinois
$221K
LWM
703
Liberty Wealth Management
California
$221K +$26.3K +298 +14%
TCA
704
Transcend Capital Advisors
New Jersey
$220K +$220K +2,425 New
FMTCOCP
705
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$219K
UB
706
UMB Bank
Missouri
$217K -$37.5K -427 -15%
FCI
707
Financial Counselors Inc
Kansas
$215K -$35.4K -401 -14%
EWM
708
Executive Wealth Management
Michigan
$215K
BJL
709
Brighton Jones LLC
Washington
$213K -$73.6K -836 -26%
IP
710
Investment Partners
Ohio
$213K -$45K -510 -17%
MCWS
711
McKinley Carter Wealth Services
West Virginia
$213K
BS
712
Boenning & Scattergood
Pennsylvania
$212K
SWM
713
SeaCrest Wealth Management
New York
$212K +$88 +1 +0%
MCM
714
Monument Capital Management
Virginia
$212K +$212K +2,404 New
MME
715
Meag Munich Ergo
Germany
$209K
WDL
716
Well Done LLC
Michigan
$208K -$12.2K -138 -6%
RBFC
717
Roman Butler Fullerton & Co
Missouri
$208K +$1.51K +17 +0.7%
AG
718
AlphaSimPlex Group
Massachusetts
$207K -$229K -2,599 -53%
SGK
719
Steigerwald Gordon & Koch
Virginia
$207K
FCFS
720
First Command Financial Services
Texas
$207K +$1.59K +18 +0.8%
FCB
721
First Command Bank
Texas
$207K +$1.59K +18 +0.8%
MMG
722
Monetary Management Group
Missouri
$207K +$26.4K +300 +15%
BAS
723
Brown Advisory Securities
Maryland
$206K -$2.81K -32 -1%
BCI
724
Brinker Capital Investments
Pennsylvania
$206K
TWM
725
Triton Wealth Management
Arizona
$206K +$179 +2 +0.1%