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WEC Energy

703 hedge funds and large institutions have $13.1B invested in WEC Energy in 2016 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 253 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
703
Holders Change
+18
Holders Change %
+2.63%
% of All Funds
17.6%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
81
Increased
253
Reduced
218
Closed
56
Calls
$14M
Puts
$19.5M
Net Calls
-$5.53M
Net Calls Change
-$2.47M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
501
SVB Wealth
Massachusetts
$318K -$35.1K -600 -10%
MWM
502
Marietta Wealth Management
Georgia
$316K +$316K +5,381 New
LA
503
Lynch & Associates
Indiana
$314K -$305K -5,195 -49%
MCM
504
Murphy Capital Management
New Jersey
$310K -$6.5K -111 -2%
PCMK
505
Paragon Capital Management (Kansas)
Kansas
$309K
FMWA
506
Forvis Mazars Wealth Advisors
Missouri
$308K +$308K +5,250 New
NSIM
507
North Star Investment Management
Illinois
$306K +$231K +3,930 +305%
IP
508
Isthmus Partners
Wisconsin
$304K
AII
509
AGF Investments Inc
Ontario, Canada
$300K
LFG
510
LifePlan Financial Group
Ohio
$298K
BCM
511
Becker Capital Management
Oregon
$286K -$5.04K -86 -2%
WA
512
WealthTrust Axiom
Pennsylvania
$286K
LI
513
LVZ Inc
Michigan
$286K
FAAS
514
First Allied Advisory Services
California
$285K +$285K +4,856 New
PP
515
Palladium Partners
Virginia
$279K
FCI
516
Financial Counselors Inc
Kansas
$279K +$279K +4,756 New
TAM
517
Tocqueville Asset Management
New York
$278K +$11.7K +200 +4%
YWP
518
YorkBridge Wealth Partners
New York
$278K +$278K +4,917 New
BA
519
BKS Advisors
Michigan
$277K
WJA
520
Williams Jones & Associates
New York
$277K
APP
521
Avantax Planning Partners
Iowa
$275K +$275K +4,687 New
ST
522
Smithfield Trust
Pennsylvania
$274K
PL
523
Parkwood LLC
Ohio
$269K -$236K -4,027 -47%
ISL
524
Ingalls & Snyder LLC
New York
$269K
CFMC
525
Curbstone Financial Management Corp
New Hampshire
$268K -$268K -4,578 -50%