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WEC Energy

921 hedge funds and large institutions have $22.4B invested in WEC Energy in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 295 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+29
Holders Change %
+3.25%
% of All Funds
18.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
121
Increased
295
Reduced
295
Closed
76
Calls
$36.3M
Puts
$12.7M
Net Calls
+$23.6M
Net Calls Change
+$15.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JIC
501
Joel Isaacson & Co
New York
$535K
CFG
502
Citizens Financial Group
Rhode Island
$533K +$17.3K +188 +3%
AIP
503
Ameritas Investment Partners
Nebraska
$532K +$184 +2 +0%
DC
504
Davenport & Co
Virginia
$525K +$69.4K +753 +15%
BFO
505
Boston Family Office
Massachusetts
$524K -$9.22K -100 -2%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$524K +$3.87K +42 +0.7%
BCP
507
Blue Chip Partners
Michigan
$523K +$8.31K +90 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
508
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$516K +$516K +5,600 New
UB
509
UMB Bank
Missouri
$514K +$130K +1,408 +34%
JG
510
Jefferies Group
New York
$510K +$262K +2,836 +105%
BRWA
511
B. Riley Wealth Advisors
Florida
$508K +$289K +3,131 +132%
LI
512
LVZ Inc
Michigan
$501K
GI
513
Gradient Investments
Minnesota
$489K -$553 -6 -0.1%
TCOT
514
Trust Company of Toledo
Ohio
$484K
AssetMark Inc
515
AssetMark Inc
California
$484K +$95.1K +1,032 +24%
WJWM
516
Williams Jones Wealth Management
New York
$482K -$23.1K -250 -5%
VDI
517
Vaughan David Investments
Illinois
$480K -$10.3K -112 -2%
SFS
518
Sowell Financial Services
Arkansas
$480K +$225K +2,440 +88%
NRS
519
Neville Rodie & Shaw
New York
$478K -$9.22K -100 -2%
BCM
520
Becker Capital Management
Oregon
$478K
DAS
521
Dynamic Advisor Solutions
Arizona
$477K -$7.66K -83 -2%
IWM
522
IHT Wealth Management
Illinois
$476K -$58.6K -635 -11%
TW
523
TrinityPoint Wealth
Connecticut
$476K +$11K +119 +2%
ZCA
524
Zeke Capital Advisors
Pennsylvania
$475K -$184 -2 -0%
YWP
525
YorkBridge Wealth Partners
New York
$475K +$12.7K +138 +3%