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

Top Sellers

1
MAM
1
Magellan Asset Management
Australia
$1.47B
2
UBS AM
2
UBS AM
Illinois
$106M
3
Millennium Management
3
Millennium Management
New York
$31.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$523M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFM
826
TFC Financial Management
Massachusetts
$97K – – –
NFG
827
Next Financial Group
Texas
$96K +$4.98K +51 +5%
PB
828
Pinnacle Bancorp
Nebraska
$95K – – –
AWA
829
Amplius Wealth Advisors
Pennsylvania
$94K +$94K +978 New
TFS
830
TrustCore Financial Services
Tennessee
$89K – – –
CWC
831
Carolinas Wealth Consulting
North Carolina
$88K – – –
BAM
832
Barrett Asset Management
New York
$88K +$1.26K +13 +1%
DWP
833
Destiny Wealth Partners
Florida
$87K +$4.76K +49 +6%
SCA
834
Stonebridge Capital Advisors
Minnesota
$87K +$24.1K +248 +38%
FFWM
835
Future Financial Wealth Management
Ohio
$87K +$87K +904 New
BCFD
836
Boit C.F. David
$84K – – –
MCM
837
Manchester Capital Management
Vermont
$81K -$869 -9 -1%
PWMG
838
Prestige Wealth Management Group
New Jersey
$80K +$11.5K +118 +17%
TSW
839
Thompson Siegel & Walmsley
Virginia
$78K – – –
RK
840
Rather & Kittrell
Tennessee
$77K +$77K +798 New
PK
841
Pflug Koory
Nebraska
$74K – – –
IBOK
842
Independence Bank of Kentucky
Kentucky
$73K – – –
CFB
843
Cullen/Frost Bankers
Texas
$72K +$33.5K +346 +87%
TCOV
844
Trust Company of Vermont
Vermont
$72K +$72K +735 New
MPWT
845
MassMutual Private Wealth & Trust
Connecticut
$71K +$1.75K +18 +3%
TCM
846
Tradewinds Capital Management
Washington
$69K +$390 +4 +0.6%
OA
847
Operose Advisors
Wisconsin
$66K +$66K +681 New
SN
848
Sittner & Nelson
Oregon
$65K – – –
MSFP
849
Mark Sheptoff Financial Planning
Connecticut
$63K – – –
C
850
Covestor
United Kingdom
$63K +$63K +644 New
32 33
34
35 36