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WEC Energy
WEC

Overview Fund Activity

847 hedge funds and large institutions have $16.2B invested in WEC Energy in 2018 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 266 reducing their positions, and 62 closing their positions.

Holders
847
Holders Change
+53
Holders Change %
+6.68%
% of All Funds
18.9%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
119
Increased
275
Reduced
266
Closed
62
Calls
$16.7M
Puts
$5.9M
Net Calls
+$10.8M
Net Calls Change
-$16.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
BlackRock
2
BlackRock
New York
$2.01B
3
SI
3
Scout Investments
Missouri
$67.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.47B
5
State Street
5
State Street
Massachusetts
$1.12B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$481M
2
Deutsche Bank
2
Deutsche Bank
Germany
$537M
3
APG Asset Management
3
APG Asset Management
Netherlands
$29.7M
4
MAM
4
Magellan Asset Management
Australia
$59.4M
5
EIP
5
Epoch Investment Partners
New York
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
DJSG
576
D.J. St. Germain
Massachusetts
$276K 3,985 +3,985 New
BBA
577
BLB&B Advisors
Pennsylvania
$274K 3,962 -234 -6%
TW
578
TrinityPoint Wealth
Connecticut
$274K 3,955 +3,955 New
FMLI
579
Fukoku Mutual Life Insurance
Japan
$270K 3,900 -1,400 -26%
CT
580
Clearstead Trust
Maine
$268K 3,875 +200 +5%
AIM
581
Arcadia Investment Management
Michigan
$267K 3,860 -150 -4%
PFP
582
Pinnacle Financial Partners
Tennessee
$267K 3,857 +51 +1%
HWMG
583
Hurlow Wealth Management Group
Indiana
$267K 3,768 +3,768 New
LFAS
584
Level Four Advisory Services
Texas
$267K 3,856 +3,856 New
BAS
585
Brown Advisory Securities
Maryland
$266K 3,948 -21 -0.5%
TFO
586
Tarbox Family Office
California
$266K 3,841 – –
HDIM
587
Hanson & Doremus Investment Management
Vermont
$265K 3,823 – –
HCM
588
Hutner Capital Management
Vermont
$265K 3,825 – –
GVAG
589
Great Valley Advisor Group
Delaware
$263K 3,801 +3,801 New
PCA
590
Personal Capital Advisors
California
$261K 3,762 +70 +2%
CAMG
591
CWA Asset Management Group
Florida
$260K 3,756 +316 +9%
S
592
SignatureFD
Georgia
$260K 3,756 +814 +28%
MWM
593
Marietta Wealth Management
Georgia
$260K 3,749 +3,749 New
DLCIG
594
D.L. Carlson Investment Group
New Hampshire
$259K 3,742 -153 -4%
TVWM
595
Tower View Wealth Management
Wisconsin
$258K 3,722 -4,226 -53%
CM
596
Capital Management
Virginia
$258K 3,722 – –
MA
597
Montag & Associates
Georgia
$255K 3,685 – –
MLFP
598
MPS Loria Financial Planners
Illinois
$255K 3,686 +26 +0.7%
HIS
599
Harvest Investment Services
Illinois
$252K 3,551 +3,551 New
CIM
600
Confluence Investment Management
Missouri
$251K 3,629 +3,629 New
22 23
24
25 26