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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 %
SCA
951
Stuart Chaussee & Associates
California
$8K +$8K +83 New
ADL
952
Asset Dedication LLC
California
$7K – – –
FPS
953
Fieldpoint Private Securities
Connecticut
$7K – – –
RIM
954
Rockbridge Investment Management
New York
$7K – – –
KFS
955
Kelly Financial Services
Massachusetts
$6.31K – – –
ME
956
McIlrath & Eck
Washington
$6K – – –
TJHA
957
Thomas J. Herzfeld Advisors
Florida
$6K – – –
KFI
958
Key Financial Inc
Pennsylvania
$6K – – –
BWM
959
Baystate Wealth Management
Massachusetts
$6K +$95 +1 +2%
WTA
960
Washington Trust Advisors
Massachusetts
$6K +$6K +65 New
CAM
961
Costello Asset Management
Pennsylvania
$5K – – –
ODG
962
O'Dell Group
Ohio
$5K – – –
CWM
963
Curi Wealth Management
North Carolina
$5K +$5K +59 New
ACM
964
AUA Capital Management
Pennsylvania
$4K – – –
EW
965
Evoke Wealth
California
$4K +$372 +4 +10%
SFO
966
Standard Family Office
South Dakota
$4K +$4K +41 New
CA
967
Cornerstone Advisory
Maryland
$4K +$4K +42 New
RPCONE
968
Retirement Planning Company of New England
Rhode Island
$4K +$4K +44 New
ACA
969
Atlas Capital Advisors
Wyoming
$3.3K – – –
TFA
970
Toth Financial Advisory
Virginia
$3K – – –
TLFA
971
True Link Financial Advisors
California
$3K – – –
LCM
972
Logan Capital Management
Pennsylvania
$3K – – –
JWA
973
JFS Wealth Advisors
Pennsylvania
$3K +$3K +27 New
HS
974
Horan Securities
United States
$3K +$3K +29 New
AP
975
Arlington Partners
Alabama
$3K +$3K +34 New
37 38
39
40 41