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WEC Energy

924 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 310 increasing their positions, 328 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-20
Holders Change %
-2.12%
% of All Funds
16.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
310
Reduced
328
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
851
Prentice Wealth Management
New York
$21K -$3.65K -41 -15%
WT
852
Washington Trust
Rhode Island
$21K +$2.74K +30 +15%
BWL
853
Bogart Wealth LLC
Virginia
$19K
JCM
854
Jacobi Capital Management
Pennsylvania
$19K +$90 +1 +0.5%
HCM
855
Highlander Capital Management
New Jersey
$18K
NL
856
NVWM LLC
Pennsylvania
$18K
MCM
857
MV Capital Management
Maryland
$18K +$4.61K +52 +34%
LWP
858
Lumature Wealth Partners
Georgia
$17K +$9.48K +106 +126%
SIAP
859
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
CCM
860
Copeland Capital Management
Pennsylvania
$15K
SSC
861
Syverson Strege & Co
Iowa
$15K
DI
862
Disciplined Investments
Oklahoma
$15K +$14.6K +169 +3,380%
PFP
863
Pinnacle Financial Partners
Tennessee
$14K
First Manhattan
864
First Manhattan
New York
$13K -$1.04K -12 -7%
VCM
865
Vigilant Capital Management
Maine
$12K
JGIA
866
Jackson Grant Investment Advisers
Connecticut
$12K
BWP
867
Baldwin Wealth Partners
Massachusetts
$11K
BFC
868
Bedel Financial Consulting
Indiana
$11K
TF
869
TimeScale Financial
Massachusetts
$11K +$87 +1 +0.8%
MWM
870
Mascoma Wealth Management
New Hampshire
$11K +$11K +125 New
LFG
871
Larson Financial Group
Missouri
$10K -$439 -5 -4%
FMP
872
Financial Management Professionals
Texas
$10K
FPB
873
First PREMIER Bank
South Dakota
$10K
TWP
874
TFO Wealth Partners
Ohio
$10K
SFP
875
Sterling Financial Planning
New Jersey
$10K