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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 %
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$209K – – –
GWCM
727
Godshalk Welsh Capital Management
Pennsylvania
$208K +$208K +2,150 New
SWM
728
SeaCrest Wealth Management
New York
$207K +$207K +2,135 New
PL
729
Perpetual Ltd
Australia
$206K – – –
DWM
730
Doyle Wealth Management
Florida
$205K +$205K +2,111 New
BP
731
Ballentine Partners
Massachusetts
$203K +$203K +2,095 New
AIA
732
Alera Investment Advisors
Illinois
$203K +$203K +2,100 New
IWP
733
IAG Wealth Partners
Wisconsin
$201K +$24.2K +249 +14%
BRM
734
Boston Research & Management
Massachusetts
$201K +$201K +2,082 New
MMG
735
Monetary Management Group
Missouri
$199K – – –
CFB
736
Cullen/Frost Bankers
Texas
$195K -$28.5K -294 -13%
CFA
737
Carroll Financial Associates
North Carolina
$186K – – –
CTB
738
Country Trust Bank
Illinois
$185K – – –
MG
739
MilWealth Group
Wisconsin
$181K – – –
EFSCE
740
Enterprise Financial Services Corp (EFSC)
Missouri
$178K -$80K -824 -31%
FWM
741
Focused Wealth Management
New York
$178K +$1.16K +12 +0.7%
HBT
742
Hills Bank & Trust
Iowa
$174K -$7.45K -77 -4%
HCA
743
Horan Capital Advisors
Ohio
$174K +$174K +1,800 New
CCM
744
Covington Capital Management
California
$167K – – –
WT
745
Whittier Trust
California
$166K -$5.22K -54 -3%
OC
746
Oakworth Capital
Alabama
$166K -$3.21K -33 -2%
CYG
747
Clean Yield Group
Vermont
$165K +$3.1K +32 +2%
CFGS
748
Concourse Financial Group Securities
Alabama
$160K +$11.2K +115 +8%
JFA
749
JNBA Financial Advisors
Minnesota
$158K – – –
BCA
750
Bray Capital Advisors
Florida
$154K – – –
28 29
30
31 32