WEC icon

WEC Energy
WEC

Overview Fund Activity

853 hedge funds and large institutions have $20.3B invested in WEC Energy in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 302 increasing their positions, 274 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-8
Holders Change %
-0.93%
% of All Funds
18.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
61
Increased
302
Reduced
274
Closed
58
Calls
$19M
Puts
$18.5M
Net Calls
+$482K
Net Calls Change
-$44.4M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$569M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$254M
3
Barclays
3
Barclays
United Kingdom
$219M
4
SI
4
Scout Investments
Missouri
$141M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.29B

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$288M
2
UBS AM
2
UBS AM
Illinois
$234M
3
EIP
3
Epoch Investment Partners
New York
$203M
4
Bank of America
4
Bank of America
North Carolina
$522M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
426
AE Wealth Management
Kansas
$700K +$700K +8,400 New
PTC
427
Private Trust Company
Ohio
$695K +$2.75K +33 +0.4%
SOAMC
428
Spirit of America Management Corp
New York
$684K – – –
AAP
429
Aristotle Atlantic Partners
Florida
$662K – – –
FNBT
430
FineMark National Bank & Trust
Florida
$661K +$124K +1,483 +23%
BCM
431
Brookstone Capital Management
Illinois
$658K +$229K +2,743 +53%
LNWWM
432
Laird Norton Wetherby Wealth Management
California
$650K +$15.3K +184 +2%
HI
433
Horizon Investments
North Carolina
$646K -$820K -9,833 -56%
ACS
434
Archford Capital Strategies
Illinois
$646K +$2.5K +30 +0.4%
MAM
435
Meeder Asset Management
Ohio
$646K +$646K +7,749 New
DIM
436
DC Investments Management
Virginia
$643K -$104K -1,246 -14%
MML Investors Services
437
MML Investors Services
Massachusetts
$641K -$104K -1,253 -14%
PP
438
Pegasus Partners
Wisconsin
$641K +$641K +7,684 New
SPC
439
Sigma Planning Corp
Michigan
$638K +$12.3K +148 +2%
OSNBOA
440
Old Second National Bank of Aurora
Illinois
$638K +$54.2K +650 +9%
NSAM
441
North Star Asset Management
Wisconsin
$636K -$4.17K -50 -0.7%
OWD
442
Osborn Williams & Donohoe
Ohio
$634K +$252K +3,025 +66%
EA
443
Elm Advisors
California
$630K – – –
AP
444
Advisor Partners
California
$625K -$45.6K -547 -7%
MHIC
445
Marble Harbor Investment Counsel
Massachusetts
$625K – – –
CIC
446
Carnegie Investment Counsel
Ohio
$622K – – –
KA
447
Kintegral Advisory
New York
$622K – – –
ACI
448
Alpha Cubed Investments
California
$622K +$69.8K +837 +13%
JIC
449
Johnson Investment Counsel
Ohio
$620K -$217K -2,600 -26%
LWAC
450
Laurel Wealth Advisors (California)
California
$620K -$27.3K -328 -4%
16 17
18
19 20