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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 %
BCA
751
Bray Capital Advisors
Florida
$140K
RTL
752
Red Tortoise LLC
Georgia
$137K +$137K +1,535 New
SIM
753
Sonora Investment Management
Arizona
$136K
CFGS
754
Concourse Financial Group Securities
Alabama
$134K -$11.8K -134 -8%
TH
755
TCTC Holdings
Texas
$129K
CPC
756
Consolidated Planning Corp
Georgia
$128K +$128K +1,456 New
OSAM
757
O'Shaughnessy Asset Management
Connecticut
$126K +$31.9K +361 +34%
LTI
758
Laffer Tengler Investments
Tennessee
$126K +$126K +1,424 New
PCG
759
Private Capital Group
Connecticut
$120K -$2.91K -33 -2%
NICM
760
Neo Ivy Capital Management
New York
$119K +$119K +1,354 New
FP
761
Financial Perspectives
Minnesota
$118K
DMBA
762
Deseret Mutual Benefit Administrators
Utah
$117K -$15.5K -176 -12%
LS
763
Livforsakringsbolaget Skandia
Sweden
$112K -$106K -1,200 -49%
Skandinaviska Enskilda Banken (SEB)
764
Skandinaviska Enskilda Banken (SEB)
Sweden
$110K
WT
765
Whittier Trust
California
$109K
HIA
766
Harbor Investment Advisory
Maryland
$108K
EDRH
767
Edmond de Rothschild Holding
Switzerland
$107K +$107K +1,210 New
BWM
768
BerganKDV Wealth Management
Minnesota
$102K -$88.1K -1,000 -46%
LPIC
769
LeJeune Puetz Investment Counsel
Michigan
$102K +$102K +1,151 New
CCM
770
Covington Capital Management
California
$100K +$265 +3 +0.3%
CCA
771
Column Capital Advisors
Indiana
$97K
HCP
772
Hexagon Capital Partners
Arkansas
$94K
APA
773
American Portfolios Advisors
New York
$91.8K -$219K -2,486 -70%
WBC
774
West Branch Capital
Massachusetts
$91K
DOA
775
D'Orazio & Associates
Virginia
$89K