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WEC Energy
WEC

Overview Fund Activity

930 hedge funds and large institutions have $21.8B invested in WEC Energy in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 360 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-28
Holders Change %
-2.92%
% of All Funds
16.38%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
78
Increased
287
Reduced
360
Closed
95
Calls
$19.1M
Puts
$17.1M
Net Calls
+$1.95M
Net Calls Change
-$3.63M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$308M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$238M
3
MAM
3
Magellan Asset Management
Australia
$2.27B
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$447M
5
BlackRock
5
BlackRock
New York
$2.54B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$1.39M
2
Deutsche Bank
2
Deutsche Bank
Germany
$589M
3
WHG
3
Westwood Holdings Group
Texas
$9.4M
4
Millennium Management
4
Millennium Management
New York
$12.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
726
Birch Hill Investment Advisors
Massachusetts
$206K – – –
PHS
727
Pekin Hardy Strauss
Illinois
$206K – – –
CM
728
Capital Management
Virginia
$206K – – –
Kovitz Investment Group Partners
729
Kovitz Investment Group Partners
Illinois
$205K -$24.1K -257 -11%
AWM
730
Altium Wealth Management
New York
$205K -$1.59K -17 -0.8%
BP
731
Ballentine Partners
Massachusetts
$205K +$205K +2,187 New
ECM
732
Exchange Capital Management
Michigan
$204K – – –
TIM
733
Thompson Investment Management
Wisconsin
$203K +$203K +2,169 New
PI
734
Putnam Investments
Massachusetts
$202K -$360K -3,843 -64%
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$654 +7 +0.3%
MWM
736
MBE Wealth Management
Wisconsin
$201K +$201K +2,143 New
GWCM
737
Godshalk Welsh Capital Management
Pennsylvania
$201K +$201K +2,150 New
MMG
738
Monetary Management Group
Missouri
$192K – – –
IWP
739
IAG Wealth Partners
Wisconsin
$186K -$8.46K -90 -4%
CFA
740
Carroll Financial Associates
North Carolina
$184K +$4.58K +49 +3%
HBT
741
Hills Bank & Trust
Iowa
$182K +$11.4K +122 +7%
CTB
742
Country Trust Bank
Illinois
$179K – – –
EFSCE
743
Enterprise Financial Services Corp (EFSC)
Missouri
$175K +$3.54K +38 +2%
MG
744
MilWealth Group
Wisconsin
$175K – – –
FWM
745
Focused Wealth Management
New York
$174K +$1.4K +15 +0.8%
Bank Julius Baer & Co
746
Bank Julius Baer & Co
Switzerland
$172K -$45.8K -489 -21%
SIM
747
Sonora Investment Management
Arizona
$163K +$26.7K +286 +20%
OC
748
Oakworth Capital
Alabama
$160K – – –
AF
749
Allworth Financial
California
$160K +$29.4K +314 +23%
Simplex Trading
750
Simplex Trading
Illinois
$153K -$844K -9,068 -85%
28 29
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