Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / WEC
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
11,639
-
Shares change
-
-63,597
-
Total reported value, excl. options
-
$1,130,000
-
Value change
-
-$5,609,037
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$97.12
Significant Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q4 2021
6 filings reported holding WEC - Wisconsin Egy Cp Hldg Co - WEC as of Q4 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 11,639 shares
.
Largest 6 shareholders include West Oak Capital, LLC (6,535 shares), Opus Capital Group, LLC (2,811 shares), LeJeune Puetz Investment Counsel LLC (1,151 shares), Intelligent Financial Strategies (1,059 shares), Stuart Chaussee & Associates, Inc. (83 shares), and Gulf International Bank (UK) Ltd (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.