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WEC Energy
WEC

Overview Fund Activity

995 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 329 increasing their positions, 305 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+71
Holders Change %
+7.68%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
329
Reduced
305
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M

Top Buyers

1
BlackRock
BlackRock
New York
$3.21B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$510M
3
PAM
Panagora Asset Management
Massachusetts
$55.3M
4
SO
STRS Ohio
Ohio
$40M
5
Goldman Sachs
Goldman Sachs
New York
$132M

Top Sellers

1
MAM
Magellan Asset Management
Australia
$1.47B
2
UBS AM
UBS AM
Illinois
$106M
3
Millennium Management
Millennium Management
New York
$31.5M
4
Deutsche Bank
Deutsche Bank
Germany
$523M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
776
Berkshire Asset Management
Pennsylvania
$207K +$207K +2,130 New
DJSG
777
D.J. St. Germain
Massachusetts
$206K -$64.1K -660 -24%
KBFS
778
Kohmann Bosshard Financial Services
Ohio
$206K +$206K +2,121 New
CFA
779
Carroll Financial Associates
North Carolina
$205K +$26.2K +276 +15%
CRC
780
Curi RMB Capital
Illinois
$204K +$204K +2,097 New
VWMG
781
Virginia Wealth Management Group
Virginia
$204K +$204K +2,100 New
MWPCG
782
Measured Wealth Private Client Group
New Hampshire
$204K +$204K +2,104 New
IP
783
Investment Partners
Ohio
$203K -$30.6K -316 -13%
CISOA
784
Capital Investment Services of America
Wisconsin
$203K +$203K +2,094 New
BRM
785
Boston Research & Management
Massachusetts
$202K +$202K +2,082 New
SCM
786
Shelton Capital Management
Colorado
$200K +$200K +2,060 New
AssetMark Inc
787
AssetMark Inc
California
$199K +$171K +1,764 +617%
AA
788
Addison Advisors
Vermont
$187K +$388 +4 +0.2%
AIM
789
Anchor Investment Management
South Carolina
$187K – – –
FWM
790
Focused Wealth Management
New York
$185K +$1.36K +14 +0.7%
CWP
791
Concord Wealth Partners
Virginia
$183K +$178K +1,836 +3,672%
MG
792
MilWealth Group
Wisconsin
$181K – – –
HBT
793
Hills Bank & Trust
Iowa
$174K – – –
Bank Julius Baer & Co
794
Bank Julius Baer & Co
Switzerland
$167K +$3.6K +37 +2%
CTB
795
Country Trust Bank
Illinois
$166K -$20.1K -206 -11%
OC
796
Oakworth Capital
Alabama
$166K – – –
FAM
797
Fulcrum Asset Management
United Kingdom
$163K – – –
CYG
798
Clean Yield Group
Vermont
$162K – – –
JFA
799
JNBA Financial Advisors
Minnesota
$158K – – –
BCA
800
Bray Capital Advisors
Florida
$155K – – –
30 31
32
33 34