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WEC Energy

935 hedge funds and large institutions have $20.7B invested in WEC Energy in 2020 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 285 increasing their positions, 359 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
935
Holders Change
+14
Holders Change %
+1.52%
% of All Funds
20.65%
Holding in Top 10
18
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+100%
% of All Funds
0.4%
New
107
Increased
285
Reduced
359
Closed
81
Calls
$25.2M
Puts
$14.7M
Net Calls
+$10.5M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
551
Lubar & Co
Wisconsin
$440K +$440K +4,990 New
AP
552
Appleton Partners
Massachusetts
$438K -$8.81K -100 -2%
AssetMark Inc
553
AssetMark Inc
California
$434K -$28.9K -328 -6%
TVWM
554
Tower View Wealth Management
Wisconsin
$431K +$35.7K +405 +9%
SMH
555
Sanders Morris Harris
Texas
$428K
BSW
556
Buckingham Strategic Wealth
Missouri
$427K +$4.14K +47 +1%
P
557
Pitcairn
Pennsylvania
$425K -$7.85K -89 -2%
LP
558
LMR Partners
United Kingdom
$423K +$87.7K +954 +26%
WA
559
Wealth Architects
California
$420K -$3.88K -44 -0.9%
CPSC
560
Carl P. Sherr & Co
Massachusetts
$416K -$2.03K -23 -0.5%
SWM
561
SVA Wealth Management
Wisconsin
$416K +$86K +976 +26%
VWA
562
V Wealth Advisors
Kansas
$415K +$107K +1,211 +35%
KA
563
Kovack Advisors
Florida
$413K +$40.7K +461 +11%
KFA
564
Krane Funds Advisors
New York
$412K -$114K -1,298 -22%
ACM
565
Advisors Capital Management
New Jersey
$412K +$705 +8 +0.2%
GVAG
566
Great Valley Advisor Group
Delaware
$411K +$83.9K +951 +26%
BCP
567
Blue Chip Partners
Michigan
$406K -$93.1K -1,057 -19%
QT
568
Quantbot Technologies
New York
$406K +$406K +4,611 New
EH
569
Equitable Holdings
New York
$402K -$455K -5,163 -53%
SW
570
SVB Wealth
Massachusetts
$402K -$32.4K -368 -7%
DWA
571
Douglass Winthrop Advisors
New York
$398K
TBA
572
Tower Bridge Advisors
Pennsylvania
$397K
SCP
573
Shorepoint Capital Partners
Massachusetts
$396K -$882 -10 -0.2%
HI
574
Hudock Inc
Pennsylvania
$396K +$1.15K +13 +0.3%
SI
575
Stephens Inc
Arkansas
$395K -$40K -454 -9%