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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 %
TFM
776
TFC Financial Management
Massachusetts
$88K
FGAM
777
Financial Gravity Asset Management
Texas
$88K +$88K +4 New
PB
778
Pinnacle Bancorp
Nebraska
$87K
CI Investments Inc
779
CI Investments Inc
Ontario, Canada
$84K +$2.38K +27 +3%
NFG
780
Next Financial Group
Texas
$82K -$4.48K -51 -5%
CWC
781
Carolinas Wealth Consulting
North Carolina
$80K
BCA
782
Berman Capital Advisors
Georgia
$80K +$19.4K +222 +32%
TFS
783
TrustCore Financial Services
Tennessee
$80K +$80K +912 New
BAM
784
Barrett Asset Management
New York
$79K -$2.03K -23 -3%
BCFD
785
Boit C.F. David
$76K
MCM
786
Manchester Capital Management
Vermont
$75K +$4.33K +49 +6%
CG
787
Cutler Group
California
$75K +$31.4K +360 +72%
DWP
788
Destiny Wealth Partners
Florida
$75K +$75K +846 New
FHA
789
First Horizon Advisors
Tennessee
$73K +$36.3K +416 +99%
TSW
790
Thompson Siegel & Walmsley
Virginia
$71K
SBL
791
Sargent Bickham Lagudis
Colorado
$71K
IBOK
792
Independence Bank of Kentucky
Kentucky
$67K
PK
793
Pflug Koory
Nebraska
$67K
SNT
794
Security National Trust
West Virginia
$64K
MPWT
795
MassMutual Private Wealth & Trust
Connecticut
$63K -$6.11K -69 -9%
PWMG
796
Prestige Wealth Management Group
New Jersey
$62K
TCM
797
Tradewinds Capital Management
Washington
$62K +$353 +4 +0.6%
AS
798
Altshuler Shaham
Israel
$60K -$5.71K -64 -9%
SN
799
Sittner & Nelson
Oregon
$59K
SCA
800
Stonebridge Capital Advisors
Minnesota
$57K -$57K -646 -50%