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WEC Energy
WEC

Overview Fund Activity

958 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 306 increasing their positions, 314 reducing their positions, and 66 closing their positions.

Holders
958
Holders Change
+52
Holders Change %
+5.74%
% of All Funds
17%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
132
Increased
306
Reduced
314
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M

Top Buyers

1
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$330M
2
MAM
2
Magellan Asset Management
Australia
$2.07B
3
APG Asset Management
3
APG Asset Management
Netherlands
$101M
4
Morgan Stanley
4
Morgan Stanley
New York
$121M
5
Millennium Management
5
Millennium Management
New York
$54.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$120M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$113M
3
Goldman Sachs
3
Goldman Sachs
New York
$98.7M
4
State Street
4
State Street
Massachusetts
$1.52B
5
Deutsche Bank
5
Deutsche Bank
Germany
$636M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
826
Manchester Capital Management
Vermont
$67K 730 – –
MHR
827
Matthew Hamilton Rosenberg
$61K 659 +400 +154%
MSFP
828
Mark Sheptoff Financial Planning
Connecticut
$60K 650 – –
BCA
829
Berman Capital Advisors
Georgia
$59K 656 +35 +6%
DWP
830
Destiny Wealth Partners
Florida
$58K 629 +629 New
ONST
831
Old North State Trust
North Carolina
$55K 599 -51 -8%
SJIM
832
St. Johns Investment Management
Florida
$55K 600 – –
COCM
833
Charter Oak Capital Management
New Hampshire
$55K 598 +598 New
EC
834
Estate Counselors
Wisconsin
$55K 602 +602 New
SIC
835
Salem Investment Counselors
North Carolina
$54K 591 +118 +25%
CCA
836
Childress Capital Advisors
Texas
$54K 589 +589 New
CB
837
CNB Bank
Pennsylvania
$52K 566 – –
SWM
838
Sugarloaf Wealth Management
Georgia
$51K 553 – –
AA
839
Ancora Advisors
Ohio
$51K 557 +207 +59%
LGA
840
Lebenthal Global Advisors
New York
$51K 564 +564 New
BC
841
Bruce & Co
Illinois
$50K 564 – –
SIS
842
Sound Income Strategies
Florida
$49K 533 +3 +0.6%
RFA
843
Reilly Financial Advisors
California
$44K 475 – –
CWA
844
Clearview Wealth Advisors
Oregon
$44K 481 +481 New
ICP
845
Interchange Capital Partners
Pennsylvania
$44K 485 +485 New
PI
846
PineBridge Investments
New York
$43K 472 -385 -45%
FRA
847
Front Row Advisors
California
$42K 454 – –
SWA
848
SOA Wealth Advisors
New York
$41K 480 +480 New
EIM
849
Essex Investment Management
Massachusetts
$40K 430 – –
VCG
850
Vantage Consulting Group
Virginia
$40K 432 +432 New
32 33
34
35 36