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WEC ENERGY CORP.
WEC ENERGY CORP.. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 23 Institutional holders with a total value of $24,031,118.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 South Street Advisors LLC 230,030 12,012,000 49.99%
2 Gulf International Bank (UK) Ltd 92,975 4,855,000 20.20%
3 Bruce & Co., Inc. 24,252 1,266,000 5.27%
4 Freedom Investment Management, Inc. 15,640 780,000 3.25%
5 EisnerAmper Wealth Management Corporate Benefits, LLC 14,510 758,000 3.15%
6 FISHMAN JAY A LTD/MI 10,605 553,793 2.30%
7 BEACON FINANCIAL GROUP 8,456 432,000 1.80%
8 ASHFORD CAPITAL MANAGEMENT INC 7,313 382,000 1.59%
9 Maple Capital Management, Inc. 7,118 372,000 1.55%
10 Winch Advisory Services, LLC 6,485 339,000 1.41%
11 Vantage Investment Advisors, LLC 6,309 329,000 1.37%
12 BALASA DINVERNO & FOLTZ LLC 6,257 327,000 1.36%
13 West Oak Capital, LLC 6,115 319,325 1.33%
14 NORTH STAR ASSET MANAGEMENT INC 5,958 311,000 1.29%
15 CALDWELL & ORKIN INC 5,835 305,000 1.27%
16 KLCM Advisors, Inc. 5,312 277,000 1.15%
17 Hanson & Doremus Investment Management 3,000 157,000 0.65%
18 JNBA Financial Advisors 1,900 99,000 0.41%
19 America First Investment Advisors, LLC 1,685 88,000 0.37%
20 D'Orazio & Associates, Inc. 1,010 53,000 0.22%
21 Ironwood Financial, llc 135 7,000 0.03%
22 SONORA INVESTMENT MANAGEMENT, LLC 119 6,000 0.02%
23 Gemmer Asset Management LLC 65 3,000 0.01%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.