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WEC Energy
WEC

Overview Fund Activity

861 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+14
Holders Change %
+1.65%
% of All Funds
18.66%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
87
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$243M
2
American Century Companies
American Century Companies
Missouri
+$81.7M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$39.9M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$35M
5
Bank of America
Bank of America
North Carolina
+$32M

Top Sellers

1
BlackRock
BlackRock
New York
-$114M
2
Morgan Stanley
Morgan Stanley
New York
-$91.1M
3
Charles Schwab
Charles Schwab
California
-$69.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.8M
5
UBS AM
UBS AM
Illinois
-$52.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
451
Cullen/Frost Bankers
Texas
$622K -$41.7K -527 -6%
GT
452
Greenleaf Trust
Michigan
$620K +$53.4K +675 +9%
LWAC
453
Laurel Wealth Advisors (California)
California
$614K +$23.2K +293 +4%
ACS
454
Archford Capital Strategies
Illinois
$611K -$7.04K -89 -1%
NSAM
455
North Star Asset Management
Wisconsin
$607K -$8.15K -103 -1%
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$602K +$50.6K +640 +9%
EA
457
Elm Advisors
California
$598K +$53.5K +676 +10%
SPC
458
Sigma Planning Corp
Michigan
$593K -$41.2K -521 -6%
MHIC
459
Marble Harbor Investment Counsel
Massachusetts
$593K – – –
KA
460
Kintegral Advisory
New York
$590K -$13.8K -174 -2%
CIC
461
Carnegie Investment Counsel
Ohio
$590K – – –
APA
462
American Portfolios Advisors
New York
$586K +$43.2K +546 +8%
MPI
463
Mairs & Power Inc
Minnesota
$583K – – –
1IA
464
1834 Investment Advisors
Wisconsin
$579K -$1.98K -25 -0.3%
CTA
465
Chesley Taft & Associates
Illinois
$577K -$7.12K -90 -1%
IHL
466
Investment House LLC
California
$577K – – –
WSFS
467
Wilmington Savings Fund Society
Delaware
$573K +$1.11K +14 +0.2%
SC
468
Searle & Co
Connecticut
$569K – – –
LF
469
Lantz Financial
Illinois
$569K +$569K +7,195 New
CCM
470
Channing Capital Management
Illinois
$563K – – –
YWP
471
YorkBridge Wealth Partners
New York
$560K -$6.01K -76 -1%
OSNBOA
472
Old Second National Bank of Aurora
Illinois
$553K -$41K -519 -7%
6M
473
6 Meridian
Kansas
$530K -$57.5K -728 -10%
SFI
474
SPC Financial Inc
Maryland
$528K – – –
CB
475
Chemical Bank
Michigan
$527K -$9.5K -120 -2%
17 18
19
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