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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 %
RWG
776
Regal Wealth Group
California
$80K 909 +909 New
PCM
777
Penserra Capital Management
California
$79K 910 -20 -2%
FWM
778
FSA Wealth Management
Massachusetts
$79K 900 – –
SCA
779
Stonebridge Capital Advisors
Minnesota
$76K 868 – –
RFA
780
Reilly Financial Advisors
California
$73K 829 -74 -8%
SWM
781
Sugarloaf Wealth Management
Georgia
$71K 812 +2 +0.2%
SBL
782
Sargent Bickham Lagudis
Colorado
$70K 800 – –
SF
783
Synovus Financial
Georgia
$68K 774 -108 -12%
FANJ
784
Financial Architects (New Jersey)
New Jersey
$68K 775 – –
LWM
785
Liberty Wealth Management
California
$66K 755 -69 -8%
IBOK
786
Independence Bank of Kentucky
Kentucky
$66K 756 – –
MCM
787
Manchester Capital Management
Vermont
$64K 730 – –
CWC
788
Carolinas Wealth Consulting
North Carolina
$64K 730 +730 New
MSFP
789
Mark Sheptoff Financial Planning
Connecticut
$57K 650 – –
BCA
790
Berman Capital Advisors
Georgia
$57K 668 +85 +15%
CWM
791
Campbell Wealth Management
Virginia
$55K 629 +629 New
SJIM
792
St. Johns Investment Management
Florida
$53K 600 – –
EC
793
Estate Counselors
Wisconsin
$52K 602 +602 New
SIAS
794
Shine Investment Advisory Services
Colorado
$51K 585 – –
CB
795
CNB Bank
Pennsylvania
$50K 566 – –
BC
796
Bruce & Co
Illinois
$49K 564 -12,560 -96%
SIS
797
Sound Income Strategies
Florida
$46K 527 +3 +0.6%
SMG
798
Spectrum Management Group
Indiana
$42K 475 -19,445 -98%
AIL
799
AGF Investments LLC
Ontario, Canada
$41K 467 -8,028 -95%
SIC
800
Salem Investment Counselors
North Carolina
$41K 473 – –
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32
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