WEC icon

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 %
DSC
526
Duncker Streett & Co
Missouri
$398K – – –
GI
527
Gradient Investments
Minnesota
$398K – – –
IWA
528
Inspirion Wealth Advisors
Illinois
$397K – – –
SMC
529
Smith, Moore & Co
Missouri
$388K -$103K -1,306 -21%
IRF
530
IBM Retirement Fund
New York
$388K – – –
ZCA
531
Zeke Capital Advisors
Pennsylvania
$383K +$1.98K +25 +0.5%
BSW
532
Buckingham Strategic Wealth
Missouri
$382K +$48.3K +611 +14%
WA
533
Wealth Architects
California
$378K +$237 +3 +0.1%
DC
534
Davenport & Co
Virginia
$376K -$13.1K -165 -3%
MWM
535
Marietta Wealth Management
Georgia
$376K +$79.2K +1,000 +27%
TAM
536
Tocqueville Asset Management
New York
$375K – – –
SB
537
Simmons Bank
Arkansas
$374K +$41.4K +525 +12%
CCM
538
Cadence Capital Management
Massachusetts
$371K -$18.5K -234 -5%
FAAS
539
First Allied Advisory Services
California
$367K +$556 +7 +0.2%
VFA
540
Voya Financial Advisors
Connecticut
$361K +$361K +4,599 New
ABTD
541
Arvest Bank Trust Division
Oklahoma
$360K +$4.67K +59 +1%
DWA
542
Douglass Winthrop Advisors
New York
$357K – – –
SCP
543
Shorepoint Capital Partners
Massachusetts
$356K +$356K +4,500 New
TBA
544
Tower Bridge Advisors
Pennsylvania
$356K – – –
OWD
545
Osborn Williams & Donohoe
Ohio
$354K +$92.9K +1,200 +36%
ST
546
Smithfield Trust
Pennsylvania
$353K – – –
CFG
547
CMC Financial Group
Georgia
$353K +$353K +4,464 New
IWM
548
IHT Wealth Management
Illinois
$351K -$108K -1,364 -24%
ZIC
549
ZWJ Investment Counsel
Georgia
$351K -$105K -1,325 -23%
HI
550
Hudock Inc
Pennsylvania
$350K +$1.26K +16 +0.4%
20 21
22
23 24