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WEC Energy
WEC

Overview Fund Activity

902 hedge funds and large institutions have $20.3B invested in WEC Energy in 2020 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 273 increasing their positions, 361 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-33
Holders Change %
-3.53%
% of All Funds
18.54%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.16%
New
70
Increased
273
Reduced
361
Closed
95
Calls
$46.5M
Puts
$24.4M
Net Calls
+$22.2M
Net Calls Change
+$11.6M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$1.61B
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$130M
3
Millennium Management
3
Millennium Management
New York
$76.7M
4
EIP
4
Epoch Investment Partners
New York
$136M
5
Ameriprise
5
Ameriprise
Minnesota
$264M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.35B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.48B
3
Invesco
3
Invesco
Georgia
$70.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
601
Hanson & Doremus Investment Management
Vermont
$335K – – –
HCM
602
Hutner Capital Management
Vermont
$335K – – –
SL
603
Stevard LLC
Illinois
$334K -$182K -2,074 -35%
OIA
604
OneDigital Investment Advisors
Kansas
$331K – – –
SP
605
Successful Portfolios
Florida
$331K +$1.32K +15 +0.4%
SBIA
606
Sheaff Brock Investment Advisors
Indiana
$329K +$1.84K +21 +0.6%
BC
607
Brinker Capital
Pennsylvania
$329K +$60.6K +691 +23%
CM
608
Capital Management
Virginia
$326K – – –
B
609
Bailard
California
$323K +$35.3K +403 +12%
GAM
610
Gotham Asset Management
New York
$318K -$7.8K -89 -2%
IWA
611
Inspirion Wealth Advisors
Illinois
$318K – – –
HWMG
612
Hurlow Wealth Management Group
Indiana
$316K -$1.75K -20 -0.6%
CA
613
Clearstead Advisors
Ohio
$316K +$42.5K +485 +16%
VWA
614
V Wealth Advisors
Kansas
$313K -$98.8K -1,128 -24%
CT
615
Clearstead Trust
Maine
$313K – – –
SMC
616
Smith, Moore & Co
Missouri
$313K +$15.8K +180 +5%
CP
617
Covenant Partners
Tennessee
$312K – – –
ETC
618
Exchange Traded Concepts
Oklahoma
$311K +$311K +3,551 New
CFG
619
Cooper Financial Group
California
$307K +$44.6K +509 +17%
CFA
620
Capstone Financial Advisors
Illinois
$305K – – –
WKWM
621
Walter & Keenan Wealth Management
Indiana
$305K +$305K +3,482 New
TRCT
622
Tower Research Capital (TRC)
New York
$303K -$142K -1,622 -32%
FMTC
623
Farmers & Merchants Trust Company
California
$296K +$6.84K +78 +2%
LS
624
Livforsakringsbolaget Skandia
Sweden
$295K – – –
DLCIG
625
D.L. Carlson Investment Group
New Hampshire
$294K – – –
23 24
25
26 27