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WEC Energy
WEC

Overview Fund Activity

930 hedge funds and large institutions have $21.8B invested in WEC Energy in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 287 increasing their positions, 360 reducing their positions, and 95 closing their positions.

Holders
930
Holders Change
-28
Holders Change %
-2.92%
% of All Funds
16.38%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
78
Increased
287
Reduced
360
Closed
95
Calls
$19.1M
Puts
$17.1M
Net Calls
+$1.95M
Net Calls Change
-$3.63M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$308M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$238M
3
MAM
3
Magellan Asset Management
Australia
$2.27B
4
PAMU
4
Pictet Asset Management (UK)
United Kingdom
$447M
5
BlackRock
5
BlackRock
New York
$2.54B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$1.39M
2
Deutsche Bank
2
Deutsche Bank
Germany
$589M
3
WHG
3
Westwood Holdings Group
Texas
$9.4M
4
Millennium Management
4
Millennium Management
New York
$12.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.59B
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
1001
Burt Wealth Advisors
Maryland
– – -994 Closed
FWM
1002
FSA Wealth Management
Massachusetts
– – -900 Closed
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
– – -828 Closed
FCH
1004
Freestone Capital Holdings
Washington
– – -780 Closed
CCA
1005
Childress Capital Advisors
Texas
– – -589 Closed
LGA
1006
Lebenthal Global Advisors
New York
– – -564 Closed
ICP
1007
Interchange Capital Partners
Pennsylvania
– – -485 Closed
VCG
1008
Vantage Consulting Group
Virginia
– – -432 Closed
SMG
1009
Spectrum Management Group
Indiana
– – -400 Closed
RPWA
1010
Regent Peak Wealth Advisors
Georgia
– – -355 Closed
TI
1011
tru Independence
Oregon
– – -308 Closed
ST
1012
Sageworth Trust
Pennsylvania
– – -266 Closed
AIL
1013
AGF Investments LLC
Ontario, Canada
– – -247 Closed
PHK
1014
Point72 Hong Kong
Hong Kong
– – -233 Closed
PFO
1015
Pathstone Family Office
New Jersey
– – -219 Closed
CB
1016
Community Bank
New York
– – -152 Closed
NFSG
1017
Newbridge Financial Services Group
Florida
– – -130 Closed
FPB
1018
First PREMIER Bank
South Dakota
– – -100 Closed
LWA
1019
Lenox Wealth Advisors
New York
– – -84 Closed
CWM
1020
Curi Wealth Management
North Carolina
– – -58 Closed
HR
1021
Howe & Rusling
New York
– – -57 Closed
LWCFA
1022
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -46 Closed
SIAG
1023
Safeguard Investment Advisory Group
California
– – -41 Closed
RG
1024
Retirement Group
California
– – -15 Closed
IA
1025
Inspire Advisors
Idaho
– – -6 Closed
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