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WEC Energy

930 hedge funds and large institutions have $21.8B invested in WEC Energy in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 360 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
930
Holders Change
-28
Holders Change %
-2.92%
% of All Funds
16.38%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
78
Increased
287
Reduced
360
Closed
95
Calls
$19.1M
Puts
$17.1M
Net Calls
+$1.95M
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
801
CNB Bank
Pennsylvania
$53K
TCWM
802
Total Clarity Wealth Management
Illinois
$53K +$53K +564 New
CFB
803
Cullen/Frost Bankers
Texas
$49K -$134K -1,419 -73%
AA
804
Ancora Advisors
Ohio
$49K -$2.69K -29 -5%
CI
805
CX Institutional
Indiana
$49K +$10.4K +111 +27%
MWP
806
Meridian Wealth Partners
Pennsylvania
$46K +$17.1K +181 +59%
CWA
807
Clearview Wealth Advisors
Oregon
$45K +$186 +2 +0.4%
PSB
808
Piscataqua Savings Bank
New Hampshire
$45K +$45K +479 New
Jones Financial Companies
809
Jones Financial Companies
Missouri
$44K -$34.9K -376 -44%
SIC
810
Salem Investment Counselors
North Carolina
$44K -$11K -118 -20%
SWA
811
SOA Wealth Advisors
New York
$44K
ONST
812
Old North State Trust
North Carolina
$43K -$12.5K -135 -23%
PI
813
PineBridge Investments
New York
$41K -$2.88K -31 -7%
FRA
814
Front Row Advisors
California
$41K -$1.89K -20 -4%
GIA
815
Goodwin Investment Advisory
Georgia
$41K +$41K +436 New
EIM
816
Essex Investment Management
Massachusetts
$40K
SNT
817
Security National Trust
West Virginia
$40K +$3.77K +40 +10%
CFO
818
CVA Family Office
Colorado
$40K +$40K +430 New
PO
819
Private Ocean
California
$39K
FHA
820
First Horizon Advisors
Tennessee
$39K +$2.79K +30 +8%
AF
821
Arrow Financial
New York
$37K
RFA
822
Reilly Financial Advisors
California
$35K -$9.33K -100 -21%
SIS
823
Sound Income Strategies
Florida
$33.8K -$16.1K -172 -32%
TC
824
Trust Company
Kansas
$32K
VCM
825
Versant Capital Management
Arizona
$32K