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WEC Energy
WEC

Overview Fund Activity

801 hedge funds and large institutions have $14.8B invested in WEC Energy in 2018 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 263 increasing their positions, 272 reducing their positions, and 43 closing their positions.

Holders
801
Holders Change
+20
Holders Change %
+2.56%
% of All Funds
18.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
68
Increased
263
Reduced
272
Closed
43
Calls
$36M
Puts
$6.2M
Net Calls
+$29.8M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$207M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$47.4M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$495M
4
Deutsche Bank
4
Deutsche Bank
Germany
$593M
5
VRS
5
Virginia Retirement Systems
Virginia
$33.1M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$60.9M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$282M
3
Morgan Stanley
3
Morgan Stanley
New York
$123M
4
GC
4
Guggenheim Capital
Illinois
$13.5M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
676
BerganKDV Wealth Management
Minnesota
$72K 1,116 +1,116 New
LFA
677
Legacy Financial Advisors
Kentucky
$71K 1,086 -36 -3%
TCOV
678
Trust Company of Vermont
Vermont
$70K 1,092 +127 +13%
WWM
679
Willingdon Wealth Management
North Carolina
$68K 1,049 – –
MSFP
680
Mark Sheptoff Financial Planning
Connecticut
$68K 1,050 – –
AF
681
Allworth Financial
California
$67K 1,044 +40 +4%
SFG
682
SevenBridge Financial Group
Pennsylvania
$67K 1,030 +346 +51%
QCG
683
Quadrant Capital Group
Ohio
$66K 1,123 -149 -12%
DOA
684
D'Orazio & Associates
Virginia
$65K 1,010 – –
CCM
685
Cribstone Capital Management
Maine
$65K 1,000 – –
SHJ
686
Sharkey, Howes & Javer
Colorado
$65K 1,000 – –
AC
687
Avestar Capital
New York
$65K 1,065 +92 +9%
WTB
688
Washington Trust Bank
Washington
$62K 952 +140 +17%
VNA
689
Valley National Advisers
Pennsylvania
$61K 948 +948 New
QCIG
690
Quad-Cities Investment Group
Iowa
$61K 953 +953 New
BAM
691
Barrett Asset Management
New York
$58K 894 – –
VCM
692
Versant Capital Management
Arizona
$57K 895 +50 +6%
GLI
693
Guardian Life Insurance
New York
$56K 871 +145 +20%
SLF
694
Sun Life Financial
Ontario, Canada
$55K 855 +765 +850%
FPFS
695
First Personal Financial Services
North Carolina
$54K 831 -937 -53%
PCM
696
Poehling Capital Management
Wisconsin
$52K 811 – –
AW
697
Alpha Windward
Massachusetts
$51K 783 +314 +67%
SWM
698
SeaCrest Wealth Management
New York
$50K 778 -12 -2%
IBOK
699
Independence Bank of Kentucky
Kentucky
$49K 756 +200 +36%
JA
700
JOYN Advisors
Georgia
$49K 752 +612 +437%
26 27
28
29 30