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WEC Energy

944 hedge funds and large institutions have $20.4B invested in WEC Energy in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 314 increasing their positions, 320 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
944
Holders Change
+14
Holders Change %
+1.51%
% of All Funds
16.48%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
89
Increased
314
Reduced
320
Closed
68
Calls
$18.3M
Puts
$13.6M
Net Calls
+$4.66M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Shares
Change %
BCFD
801
Boit C.F. David
$77K +$77K +867 New
TSW
802
Thompson Siegel & Walmsley
Virginia
$71K -$10.2K -115 -13%
SBL
803
Sargent Bickham Lagudis
Colorado
$71K
MCM
804
Manchester Capital Management
Vermont
$71K +$3.91K +44 +6%
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
$69K -$22.1K -250 -24%
PK
806
Pflug Koory
Nebraska
$68K +$537 +6 +0.8%
IBOK
807
Independence Bank of Kentucky
Kentucky
$67K -$36.2K -408 -35%
TCOV
808
Trust Company of Vermont
Vermont
$65K
AS
809
Altshuler Shaham
Israel
$65K +$65K +736 New
KFS
810
Kelly Financial Services
Massachusetts
$65K +$64.3K +5,717 +8,795%
SNT
811
Security National Trust
West Virginia
$64K +$26.5K +300 +71%
PWMG
812
Prestige Wealth Management Group
New Jersey
$63K -$90 -1 -0.1%
TCM
813
Tradewinds Capital Management
Washington
$62K +$46.9K +529 +311%
BCA
814
Berman Capital Advisors
Georgia
$61K +$4.58K +52 +8%
SN
815
Sittner & Nelson
Oregon
$60K
MHR
816
Matthew Hamilton Rosenberg
$59K
PGWM
817
Parisi Gray Wealth Management
New Jersey
$59K +$59K +665 New
MSFP
818
Mark Sheptoff Financial Planning
Connecticut
$58K
EC
819
Estate Counselors
Wisconsin
$53K
SJIM
820
St. Johns Investment Management
Florida
$53K
COCM
821
Charter Oak Capital Management
New Hampshire
$53K
LC
822
Lindbrook Capital
California
$52K -$808 -9 -2%
CB
823
CNB Bank
Pennsylvania
$50K
SWM
824
Sugarloaf Wealth Management
Georgia
$49K
CFO
825
CVA Family Office
Colorado
$49K +$10.7K +120 +28%