WEC icon

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 %
PMFA
851
Plante Moran Financial Advisors
Michigan
$59K +$57.7K +596 +4,585%
EC
852
Estate Counselors
Wisconsin
$58K – – –
SJIM
853
St. Johns Investment Management
Florida
$58K – – –
EWA
854
EverSource Wealth Advisors
Alabama
$57K +$57K +582 New
AWM
855
Accel Wealth Management
Iowa
$56K +$56K +582 New
TCWM
856
Total Clarity Wealth Management
Illinois
$55K – – –
CB
857
CNB Bank
Pennsylvania
$55K – – –
AA
858
Ancora Advisors
Ohio
$54K – – –
SWM
859
Sugarloaf Wealth Management
Georgia
$54K – – –
SIC
860
Salem Investment Counselors
North Carolina
$54K +$8.23K +85 +18%
QC
861
Quent Capital
New York
$52K +$52K +530 New
FHA
862
First Horizon Advisors
Tennessee
$51K -$29K -303 -36%
SWM
863
Selective Wealth Management
Virginia
$49K – – –
SIS
864
Sound Income Strategies
Florida
$49K +$289 +3 +0.6%
APF
865
Alaska Permanent Fund
Alaska
$49K +$49K +509 New
COCM
866
Charter Oak Capital Management
New Hampshire
$48K – – –
CWA
867
Clearview Wealth Advisors
Oregon
$48K +$196 +2 +0.4%
MHR
868
Matthew Hamilton Rosenberg
$48K +$6.63K +68 +16%
VRS
869
Virginia Retirement Systems
Virginia
$47.2K – – –
PCMC
870
Paragon Capital Management (Colorado)
Colorado
$47K +$47K +489 New
SWA
871
SOA Wealth Advisors
New York
$46K – – –
RFA
872
Reilly Financial Advisors
California
$46K +$9.68K +100 +27%
PSB
873
Piscataqua Savings Bank
New Hampshire
$45K -$980 -10 -2%
LWA
874
Lenox Wealth Advisors
New York
$45K – – –
ONST
875
Old North State Trust
North Carolina
$45K – – –
33 34
35
36 37