WEC icon

WEC Energy
WEC

Overview Fund Activity

902 hedge funds and large institutions have $20.3B invested in WEC Energy in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 361 reducing their positions, and 95 closing their positions.

Holders
902
Holders Change
-33
Holders Change %
-3.53%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.16%
New
70
Increased
273
Reduced
361
Closed
95
Calls
$46.5M
Puts
$24.4M
Net Calls
+$22.2M
Net Calls Change
+$11.6M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$1.61B
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$130M
3
Millennium Management
3
Millennium Management
New York
$76.7M
4
EIP
4
Epoch Investment Partners
New York
$136M
5
Ameriprise
5
Ameriprise
Minnesota
$264M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.35B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.48B
3
Invesco
3
Invesco
Georgia
$70.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$19.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
751
Sonora Investment Management
Arizona
$129K 1,475 -166 -10%
TH
752
TCTC Holdings
Texas
$128K 1,462 +1,462 New
LTI
753
Laffer Tengler Investments
Tennessee
$125K 1,424 +1,424 New
AF
754
Allworth Financial
California
$122K 1,389 -11,581 -89%
RWB
755
RMR Wealth Builders
New Jersey
$122K 1,395 +1,395 New
NICM
756
Neo Ivy Capital Management
New York
$119K 1,354 -1,015 -43%
FP
757
Financial Perspectives
Minnesota
$117K 1,338 – –
BAM
758
Belpointe Asset Management
Nevada
$115K 1,309 +1,309 New
APA
759
American Portfolios Advisors
New York
$115K 1,308 +398 +44%
PB
760
Pinnacle Bancorp
Nebraska
$108K 1,232 – –
CCA
761
Column Capital Advisors
Indiana
$105K 1,204 – –
WC
762
Wexford Capital
Florida
$103K 1,170 +1,170 New
BWM
763
BerganKDV Wealth Management
Minnesota
$102K 1,165 -24 -2%
PWMG
764
Prestige Wealth Management Group
New Jersey
$100K 1,139 +245 +27%
CI Investments Inc
765
CI Investments Inc
Ontario, Canada
$96K 1,092 -19,165 -95%
TCOV
766
Trust Company of Vermont
Vermont
$93K 1,056 -161 -13%
FPFS
767
First Personal Financial Services
North Carolina
$89K 1,010 -488 -33%
DOA
768
D'Orazio & Associates
Virginia
$89K 1,010 – –
BWA
769
Burt Wealth Advisors
Maryland
$87K 994 +994 New
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$85K 968 -500 -34%
KPW
771
Kore Private Wealth
New York
$84K 969 -316 -25%
PGAM
772
Princeton Global Asset Management
New Jersey
$82K 941 – –
CAL
773
Capital Advisors Ltd
Ohio
$82K 934 – –
TSW
774
Thompson Siegel & Walmsley
Virginia
$80K 915 – –
BAM
775
Barrett Asset Management
New York
$80K 917 – –
29 30
31
32 33