Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / WEC
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
80,969
-
Shares change
-
-2,455
-
Total reported value, excl. options
-
$7,202,000
-
Value change
-
-$229,055
-
Number of buys
-
2
-
Number of sells
-
-5
-
Price
-
$88.96
Significant Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q2 2021
7 filings reported holding WEC - Wisconsin Egy Cp Hldg Co - WEC as of Q2 2021.
Wisconsin Egy Cp Hldg Co - WEC (WEC) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 80,969 shares
.
Largest 7 shareholders include Gulf International Bank (UK) Ltd (64,277 shares), West Oak Capital, LLC (6,655 shares), Tower View Investment Management & Research LLC (5,427 shares), Opus Capital Group, LLC (4,337 shares), Gemmer Asset Management LLC (273 shares), SONORA INVESTMENT MANAGEMENT, LLC (0 shares), and Bruce & Co., Inc. (0 shares).
This table shows the top 5 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.