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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 %
TW
551
TrinityPoint Wealth
Connecticut
$350K +$37.2K +470 +12%
BFS
552
Bradley Foster & Sargent
Connecticut
$349K -$10.6K -134 -3%
WI
553
Wintrust Investments
Illinois
$349K – – –
AIP
554
Almanack Investment Partners
Pennsylvania
$348K +$348K +4,398 New
MCM
555
MAI Capital Management
Ohio
$343K -$396 -5 -0.1%
PP
556
Palladium Partners
Virginia
$342K -$3.96K -50 -1%
WKWM
557
Walter & Keenan Wealth Management
Indiana
$340K – – –
MLL
558
Moody Lynn & Lieberson
Massachusetts
$339K – – –
MERSOM
559
Municipal Employees' Retirement System of Michigan
Michigan
$338K -$324K -4,090 -49%
DAS
560
Dynamic Advisor Solutions
Arizona
$334K +$869 +11 +0.3%
BOS
561
Bank of Stockton
California
$334K +$19.5K +247 +6%
HW
562
Hancock Whitney
Mississippi
$332K +$67.6K +854 +26%
FI
563
FormulaFolio Investments
Michigan
$330K -$44.2K -558 -12%
1SB
564
1ST Source Bank
Indiana
$327K +$11.4K +144 +4%
SP
565
Successful Portfolios
Florida
$325K -$1.9K -24 -0.6%
PNC
566
Park National Corp
Ohio
$322K -$91.2K -1,152 -22%
UB
567
UMB Bank
Missouri
$322K -$3K -38 -0.9%
LFG
568
LifePlan Financial Group
Ohio
$321K – – –
AFA
569
Arlington Financial Advisors
California
$321K +$321K +4,055 New
BWM
570
Buckley Wealth Management
Nevada
$320K -$39K -494 -11%
PSUF
571
People's United Financial
Connecticut
$320K +$42.9K +543 +15%
SBIA
572
Sheaff Brock Investment Advisors
Indiana
$319K +$1.74K +22 +0.5%
S
573
SignatureFD
Georgia
$319K +$21.8K +276 +7%
JAFL
574
Jay A. Fishman Ltd
Michigan
$316K – – –
AII
575
AGF Investments Inc
Ontario, Canada
$316K -$79K -1,000 -20%
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23
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