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WEC Energy
WEC

Overview Fund Activity

892 hedge funds and large institutions have $23.2B invested in WEC Energy in 2019 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 301 increasing their positions, 312 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
+39
Holders Change %
+4.57%
% of All Funds
19.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
95
Increased
301
Reduced
312
Closed
50
Calls
$48.6M
Puts
$40.8M
Net Calls
+$7.81M
Net Calls Change
+$7.33M

Top Buyers

1
MAM
1
Magellan Asset Management
Australia
$1.29B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.84B
3
BlackRock
3
BlackRock
New York
$2.75B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$31.6M
5
State Street
5
State Street
Massachusetts
$1.61B

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$221M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$230M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$133M
4
EIP
4
Epoch Investment Partners
New York
$162M
5
Barclays
5
Barclays
United Kingdom
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
626
Berkshire Asset Management
Pennsylvania
$329K +$329K +3,455 New
PCTC
627
Perkins Coie Trust Company
Washington
$328K – – –
FMTC
628
Farmers & Merchants Trust Company
California
$323K – – –
PNC
629
Park National Corp
Ohio
$321K -$8.94K -94 -3%
WEC
630
Winslow Evans & Crocker
Massachusetts
$320K – – –
PFGIA
631
Patriot Financial Group Insurance Agency
Massachusetts
$320K – – –
BFM
632
Boston Financial Management
Massachusetts
$318K – – –
EIA
633
Edgemoor Investment Advisors
Maryland
$317K – – –
TNB
634
TCF National Bank
South Dakota
$314K +$314K +3,306 New
SFWA
635
Summit Financial Wealth Advisors
Louisiana
$312K – – –
CAI
636
Capital Advisors Inc
Oklahoma
$309K – – –
SIAM
637
Sterling Investment Advisors (Missouri)
Missouri
$309K – – –
TA
638
Thor Advisors
New York
$309K +$309K +3,252 New
PIP
639
Peachtree Investment Partners
Florida
$307K -$293K -3,077 -49%
CTB
640
Country Trust Bank
Illinois
$305K -$305K -3,203 -50%
BBA
641
BLB&B Advisors
Pennsylvania
$305K – – –
AIM
642
Anchor Investment Management
South Carolina
$304K – – –
IG
643
ING Group
Netherlands
$303K +$303K +3,186 New
PA
644
Parallel Advisors
California
$301K +$55.2K +580 +22%
PCG
645
Private Capital Group
Connecticut
$301K +$147K +1,548 +95%
PCA
646
Personal Capital Advisors
California
$300K +$300K +3,163 New
MWM
647
MorganRosel Wealth Management
Colorado
$299K – – –
FCFC
648
First Commonwealth Financial Corp
Pennsylvania
$298K – – –
GAM
649
GQ Asset Management
New York
$298K +$23.6K +248 +9%
SCP
650
Silverleafe Capital Partners
Tennessee
$297K +$297K +3,128 New
24 25
26
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