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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 %
VWA
701
V Wealth Advisors
Kansas
$256K -$9.51K -98 -4%
BFIM
702
Beese Fulmer Investment Management
Ohio
$255K – – –
FMTCOCP
703
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K +$13.5K +139 +6%
JMF
704
Johnson Midwest Financial
Iowa
$254K -$2.82M -2,401 -92%
AFS
705
Axiom Financial Strategies
Indiana
$254K -$12K -124 -5%
FB
706
Fulton Bank
Pennsylvania
$252K +$1.84K +19 +0.7%
PWM
707
Perigon Wealth Management
California
$252K +$252K +2,593 New
TBA
708
Tower Bridge Advisors
Pennsylvania
$251K -$38.8K -400 -13%
YWP
709
YorkBridge Wealth Partners
New York
$249K – – –
DY
710
Dowling & Yahnke
California
$249K – – –
PFO
711
Pathstone Family Office
New Jersey
$249K +$249K +2,567 New
FWM
712
Fairhaven Wealth Management
Illinois
$248K – – –
BCI
713
Brinker Capital Investments
Pennsylvania
$248K +$23.7K +245 +11%
WPC
714
Waters Parkerson & Co
Louisiana
$247K -$1.56M -16,098 -86%
QCG
715
Quadrant Capital Group
Ohio
$247K +$21.2K +218 +9%
PCWA
716
Pacific Capital Wealth Advisors
California
$246K – – –
IP
717
Isthmus Partners
Wisconsin
$245K -$121K -1,253 -33%
FFA
718
Freedman Financial Associates
Massachusetts
$245K – – –
SF
719
Synovus Financial
Georgia
$244K -$11K -114 -4%
CAM
720
CenterStar Asset Management
Illinois
$244K – – –
CFA
721
Capstone Financial Advisors
Illinois
$243K – – –
IB
722
Intrust Bank
Kansas
$242K -$4.85K -50 -2%
WPW
723
Warther Private Wealth
Ohio
$242K +$242K +2,515 New
FCI
724
Financial Counselors Inc
Kansas
$239K +$2.72K +28 +1%
EWM
725
Executive Wealth Management
Michigan
$238K +$2.03K +21 +0.9%
27 28
29
30 31