WEC icon

WEC Energy
WEC

Overview Fund Activity

853 hedge funds and large institutions have $20.3B invested in WEC Energy in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 302 increasing their positions, 274 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-8
Holders Change %
-0.93%
% of All Funds
18.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
61
Increased
302
Reduced
274
Closed
58
Calls
$19M
Puts
$18.5M
Net Calls
+$482K
Net Calls Change
-$44.4M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$569M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$254M
3
Barclays
Barclays
United Kingdom
$219M
4
SI
Scout Investments
Missouri
$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.29B

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$288M
2
UBS AM
UBS AM
Illinois
$234M
3
EIP
Epoch Investment Partners
New York
$203M
4
Bank of America
Bank of America
North Carolina
$522M
5
Principal Financial Group
Principal Financial Group
Iowa
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIC
551
ZWJ Investment Counsel
Georgia
$370K – – –
WI
552
Wintrust Investments
Illinois
$369K +$1.17K +14 +0.3%
BFS
553
Bradley Foster & Sargent
Connecticut
$368K – – –
SS
554
Simplicity Solutions
Minnesota
$367K +$367K +4,403 New
MLL
555
Moody Lynn & Lieberson
Massachusetts
$366K +$9.17K +110 +3%
MERSOM
556
Municipal Employees' Retirement System of Michigan
Michigan
$362K +$5.84K +70 +2%
AssetMark Inc
557
AssetMark Inc
California
$362K +$288K +3,456 +392%
PP
558
Palladium Partners
Virginia
$360K – – –
WKWM
559
Walter & Keenan Wealth Management
Indiana
$358K – – –
GAM
560
Gotham Asset Management
New York
$357K -$438K -5,255 -55%
BWM
561
Buckley Wealth Management
Nevada
$354K +$16.3K +195 +5%
BOS
562
Bank of Stockton
California
$352K – – –
IP
563
Isthmus Partners
Wisconsin
$349K +$349K +4,182 New
CCM
564
Crabel Capital Management
California
$348K +$80.5K +966 +30%
AIL
565
AGF Investments LLC
Ontario, Canada
$347K +$114K +1,361 +49%
1SB
566
1ST Source Bank
Indiana
$345K – – –
LNC
567
Lincoln National Corp
Pennsylvania
$343K +$104K +1,249 +44%
SP
568
Successful Portfolios
Florida
$340K -$2.41K -29 -0.7%
LFG
569
LifePlan Financial Group
Ohio
$338K – – –
TVWM
570
Tower View Wealth Management
Wisconsin
$335K +$6.66K +80 +2%
AIC
571
Ameritas Investment Company
Nebraska
$334K -$751K -8,994 -69%
AII
572
AGF Investments Inc
Ontario, Canada
$333K – – –
NS
573
NewDay Solutions
New Hampshire
$333K +$333K +4,000 New
GVAG
574
Great Valley Advisor Group
Delaware
$329K +$12.1K +145 +4%
DJSG
575
D.J. St. Germain
Massachusetts
$325K -$7.51K -90 -2%
21 22
23
24 25