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WEC Energy

710 hedge funds and large institutions have $13.5B invested in WEC Energy in 2017 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 262 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+7
Holders Change %
+1%
% of All Funds
17.7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
55
Increased
238
Reduced
262
Closed
38
Calls
$17.8M
Puts
$9.41M
Net Calls
+$8.44M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Shares
Change %
WJA
476
Williams Jones & Associates
New York
$355K +$68.1K +1,122 +24%
VIM
477
Veritas Investment Management
United Kingdom
$352K
WA
478
Wealth Architects
California
$349K +$121 +2 +0%
FMWA
479
Forvis Mazars Wealth Advisors
Missouri
$348K +$30.1K +497 +9%
SMC
480
Smith, Moore & Co
Missouri
$341K
ZIC
481
ZWJ Investment Counsel
Georgia
$341K
Tudor Investment Corp
482
Tudor Investment Corp
Connecticut
$340K -$36.4K -600 -10%
SSB
483
Sandy Spring Bank
Maryland
$337K -$6K -99 -2%
FCBT
484
First Citizens Bank & Trust
North Carolina
$335K -$510K -8,414 -60%
CFB
485
Cullen/Frost Bankers
Texas
$335K -$79.5K -1,311 -19%
JG
486
Jefferies Group
New York
$334K -$2.63M -43,336 -89%
NRS
487
Neville Rodie & Shaw
New York
$333K
BFO
488
Boston Family Office
Massachusetts
$332K
LFAS
489
Level Four Advisory Services
Texas
$327K -$83.3K -1,360 -20%
SCM
490
Shelton Capital Management
Colorado
$322K -$42.5K -700 -12%
MCM
491
Murphy Capital Management
New Jersey
$320K
PCMK
492
Paragon Capital Management (Kansas)
Kansas
$319K
SW
493
SVB Wealth
Massachusetts
$318K -$11.7K -192 -4%
OC
494
Oppenheimer & Co
New York
$316K -$76.9K -1,268 -20%
1IA
495
1834 Investment Advisors
Wisconsin
$311K +$311K +5,124 New
AII
496
AGF Investments Inc
Ontario, Canada
$310K
MC
497
Moors & Cabot
Massachusetts
$309K -$29.5K -488 -9%
RB
498
Rodgers Brothers
Pennsylvania
$309K +$309K +5,100 New
LFG
499
LifePlan Financial Group
Ohio
$308K
RI
500
Ridgewood Investments
New Jersey
$305K +$36.3K +599 +14%