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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 %
DJSG
576
D.J. St. Germain
Massachusetts
$315K – – –
MCM
577
Murphy Capital Management
New Jersey
$315K – – –
TVWM
578
Tower View Wealth Management
Wisconsin
$312K +$17.5K +221 +6%
SW
579
SVB Wealth
Massachusetts
$309K -$105K -1,328 -25%
FMLI
580
Fukoku Mutual Life Insurance
Japan
$308K – – –
CT
581
Clearstead Trust
Maine
$307K – – –
AIM
582
Arcadia Investment Management
Michigan
$305K – – –
TFO
583
Tarbox Family Office
California
$304K – – –
Federated Hermes
584
Federated Hermes
Pennsylvania
$302K -$3.33M -42,166 -92%
HCM
585
Hutner Capital Management
Vermont
$302K – – –
HDIM
586
Hanson & Doremus Investment Management
Vermont
$302K – – –
GVAG
587
Great Valley Advisor Group
Delaware
$301K -$79 -1 -0%
CM
588
Capital Management
Virginia
$294K – – –
CA
589
Clearstead Advisors
Ohio
$294K +$35.1K +444 +14%
MLFP
590
MPS Loria Financial Planners
Illinois
$291K -$871 -11 -0.3%
MA
591
Montag & Associates
Georgia
$291K – – –
CA
592
Commerzbank Aktiengesellschaft
Germany
$291K +$291K +3,685 New
MWNA
593
Marshall Wace North America
New York
$290K +$290K +3,664 New
ISL
594
Ingalls & Snyder LLC
New York
$289K -$28.8K -364 -9%
BFM
595
Boston Financial Management
Massachusetts
$287K +$287K +3,630 New
DLCIG
596
D.L. Carlson Investment Group
New Hampshire
$285K -$11.1K -140 -4%
HWMG
597
Hurlow Wealth Management Group
Indiana
$285K -$10.3K -132 -4%
WPC
598
White Pine Capital
Minnesota
$285K – – –
TCA
599
Tortoise Capital Advisors
Kansas
$283K – – –
LOAME
600
Lombard Odier Asset Management (Europe)
United Kingdom
$283K – – –
22 23
24
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