WEC icon

WEC Energy
WEC

Overview Fund Activity

801 hedge funds and large institutions have $14.8B invested in WEC Energy in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 272 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
18.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
68
Increased
263
Reduced
272
Closed
43
Calls
$36M
Puts
$6.2M
Net Calls
+$29.8M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
Invesco
Georgia
$207M
2
VNIM
Vaughan Nelson Investment Management
Texas
$47.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$495M
4
Deutsche Bank
Deutsche Bank
Germany
$593M
5
VRS
Virginia Retirement Systems
Virginia
$33.1M

Top Sellers

1
Barclays
Barclays
United Kingdom
$60.9M
2
ClearBridge Investments
ClearBridge Investments
New York
$282M
3
Morgan Stanley
Morgan Stanley
New York
$123M
4
GC
Guggenheim Capital
Illinois
$13.5M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
451
Old Second National Bank of Aurora
Illinois
$486K -$9.7K -150 -2%
MHIC
452
Marble Harbor Investment Counsel
Massachusetts
$485K – – –
AP
453
Advisor Partners
California
$481K -$2.98K -46 -0.6%
SC
454
Searle & Co
Connecticut
$477K – – –
CTA
455
Chesley Taft & Associates
Illinois
$477K – – –
SMC
456
Smith, Moore & Co
Missouri
$476K -$6.34K -98 -1%
MPI
457
Mairs & Power Inc
Minnesota
$476K – – –
6M
458
6 Meridian
Kansas
$473K -$11.3K -175 -2%
ACM
459
Ashford Capital Management
Delaware
$473K – – –
TC
460
Toews Corporation
New Jersey
$472K -$569K -8,800 -55%
IHL
461
Investment House LLC
California
$472K – – –
YWP
462
YorkBridge Wealth Partners
New York
$469K +$36.9K +572 +9%
SWM
463
SVA Wealth Management
Wisconsin
$465K -$13.4K -207 -3%
ACI
464
Alpha Cubed Investments
California
$463K +$18K +279 +4%
EA
465
Elm Advisors
California
$452K – – –
SFWA
466
Summit Financial Wealth Advisors
Louisiana
$452K – – –
APA
467
American Portfolios Advisors
New York
$451K +$6.47K +100 +1%
GT
468
Greenleaf Trust
Michigan
$447K -$277K -4,283 -38%
DC
469
Davenport & Co
Virginia
$443K -$21.7K -335 -5%
VDI
470
Vaughan David Investments
Illinois
$443K -$14.5K -225 -3%
OPCM
471
Osborne Partners Capital Management
California
$443K +$2.39K +37 +0.5%
WB
472
WesBanco Bank
West Virginia
$442K – – –
CB
473
Chemical Bank
Michigan
$441K -$237K -3,676 -35%
WSFS
474
Wilmington Savings Fund Society
Delaware
$439K +$43.3K +670 +11%
CC
475
Courier Capital
New York
$434K -$31K -480 -7%
17 18
19
20 21