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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 %
SCA
626
Snowden Capital Advisors
New York
$252K +$237 +3 +0.1%
EFSCE
627
Enterprise Financial Services Corp (EFSC)
Missouri
$250K -$1.58K -20 -0.6%
BC
628
Brinker Capital
Pennsylvania
$248K -$227K -2,872 -48%
MWM
629
MorganRosel Wealth Management
Colorado
$248K – – –
Fisher Asset Management
630
Fisher Asset Management
Washington
$247K +$247K +3,127 New
BCM
631
BTR Capital Management
California
$246K +$17.1K +217 +7%
BBNA
632
Bremer Bank National Association
Minnesota
$246K +$246K +3,134 New
FFN
633
Focus Financial Network
Minnesota
$246K +$246K +3,110 New
PCG
634
Private Capital Group
Connecticut
$244K +$79K +1,001 +48%
HT
635
Heritage Trust
Oklahoma
$244K +$220K +2,781 +927%
CAMG
636
CWA Asset Management Group
Florida
$242K -$55.3K -699 -19%
SC
637
Scotia Capital
Ontario, Canada
$242K +$242K +3,060 New
SVWA
638
Sound View Wealth Advisors
Georgia
$241K -$32K -405 -12%
WA
639
WealthTrust Axiom
Pennsylvania
$241K – – –
CFS
640
CRA Financial Services
New Jersey
$240K – – –
CA
641
Crewe Advisors
Utah
$240K +$158 +2 +0.1%
HSA
642
HBK Sorce Advisory
Pennsylvania
$236K +$7.13K +90 +3%
IP
643
Investment Partners
Ohio
$235K +$1.03K +13 +0.4%
ATPW
644
Ashton Thomas Private Wealth
Arizona
$234K +$234K +2,963 New
Cerity Partners
645
Cerity Partners
New York
$234K -$2.37K -30 -1%
FWM
646
Fairhaven Wealth Management
Illinois
$234K – – –
SCM
647
Silvant Capital Management
Georgia
$233K – – –
SWA
648
Sutton Wealth Advisors
Florida
$233K – – –
ATC
649
Argent Trust Co
Tennessee
$231K +$231K +2,932 New
BS
650
Boenning & Scattergood
Pennsylvania
$230K +$26.7K +338 +13%
24 25
26
27 28