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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 %
NP
726
NorthRock Partners
Minnesota
$206K +$206K +2,337 New
QCG
727
Quadrant Capital Group
Ohio
$205K +$10.9K +123 +6%
ISL
728
Ingalls & Snyder LLC
New York
$203K -$59.7K -676 -23%
BFM
729
Boston Financial Management
Massachusetts
$203K -$8.83K -100 -4%
FWIA
730
Fort Washington Investment Advisors
Ohio
$203K +$203K +2,300 New
GT
731
Glenview Trust
Kentucky
$202K -$78.5K -888 -28%
SCM
732
Stevens Capital Management
Pennsylvania
$202K +$202K +2,286 New
Lido Advisors
733
Lido Advisors
California
$202K +$202K +2,291 New
BL
734
Balentine LLC
Georgia
$200K +$200K +2,267 New
PCTC
735
Perkins Coie Trust Company
Washington
$199K -$16.2K -184 -8%
TFGT
736
TS Financial Group (TSFG)
Illinois
$196K
AF
737
Allworth Financial
California
$196K +$8.36K +95 +4%
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$265 -3 -0.1%
IWP
739
IAG Wealth Partners
Wisconsin
$170K -$4.86K -55 -3%
AA
740
Addison Advisors
Vermont
$170K
AIM
741
Anchor Investment Management
South Carolina
$170K
CTB
742
Country Trust Bank
Illinois
$169K
FWM
743
Focused Wealth Management
New York
$167K +$1.15K +13 +0.7%
CFA
744
Carroll Financial Associates
North Carolina
$166K -$1.41K -16 -0.8%
MG
745
MilWealth Group
Wisconsin
$165K
HBT
746
Hills Bank & Trust
Iowa
$159K -$19.9K -225 -11%
OC
747
Oakworth Capital
Alabama
$151K
Bank Julius Baer & Co
748
Bank Julius Baer & Co
Switzerland
$148K -$18.2K -207 -11%
CYG
749
Clean Yield Group
Vermont
$147K
JFA
750
JNBA Financial Advisors
Minnesota
$144K