Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / WEC
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
124,353
-
Shares change
-
+32,024
-
Total reported value, excl. options
-
$11,638,000
-
Value change
-
+$2,997,673
-
Number of buys
-
3
-
Number of sells
-
-3
-
Price
-
$93.59
Significant Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q1 2021
8 filings reported holding WEC - Wisconsin Egy Cp Hldg Co - WEC as of Q1 2021.
Wisconsin Egy Cp Hldg Co - WEC (WEC) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 124,353 shares
.
Largest 8 shareholders include Gulf International Bank (UK) Ltd (64,539 shares), Swaine & Leidel Wealth Services, LLC (40,929 shares), West Oak Capital, LLC (5,960 shares), Tower View Investment Management & Research LLC (5,636 shares), Opus Capital Group, LLC (4,747 shares), SONORA INVESTMENT MANAGEMENT, LLC (1,745 shares), Bruce & Co., Inc. (564 shares), and Gemmer Asset Management LLC (233 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.