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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 %
FMTCOCP
676
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$192K – – –
PFGIA
677
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$4.27K +54 +2%
FANJ
678
Financial Architects (New Jersey)
New Jersey
$186K +$4.2K +53 +2%
FHA
679
Flagship Harbor Advisors
Massachusetts
$185K +$1.03K +13 +0.6%
FCFS
680
First Command Financial Services
Texas
$183K – – –
FCB
681
First Command Bank
Texas
$183K – – –
CIAS
682
Capital Investment Advisory Services
North Carolina
$176K -$15.8K -200 -8%
CFA
683
Carroll Financial Associates
North Carolina
$175K +$122K +1,543 +228%
TFGT
684
TS Financial Group (TSFG)
Illinois
$173K +$173K +2,188 New
CAPTRUST Financial Advisors
685
CAPTRUST Financial Advisors
North Carolina
$170K +$13.5K +171 +9%
MG
686
MilWealth Group
Wisconsin
$168K – – –
QAM
687
QCI Asset Management
New York
$158K – – –
PAM
688
Paradigm Asset Management
New York
$154K +$154K +1,950 New
Simplex Trading
689
Simplex Trading
Illinois
$146K +$146K +1,848 New
FWM
690
Focused Wealth Management
New York
$142K – – –
MMG
691
Monetary Management Group
Missouri
$142K – – –
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K – – –
EWM
693
Executive Wealth Management
Michigan
$138K +$26K +329 +23%
OC
694
Oakworth Capital
Alabama
$135K – – –
CYG
695
Clean Yield Group
Vermont
$132K – – –
TAM
696
Tiverton Asset Management
Delaware
$132K +$27.4K +347 +26%
BBA
697
Braun-Bostich & Associates
Pennsylvania
$128K -$22K -279 -15%
BL
698
Balentine LLC
Georgia
$127K – – –
BCA
699
Bray Capital Advisors
Florida
$126K – – –
ASN
700
Advisory Services Network
Georgia
$121K -$3.56K -45 -3%
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