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WEC Energy

862 hedge funds and large institutions have $18.8B invested in WEC Energy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 283 increasing their positions, 306 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $55.6M | Put options by funds: $10.7M

33% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 66

16% more capital invested

Capital invested by funds: $16.2B → $18.8B (+$2.59B)

2% more funds holding

Funds holding: 847862 (+15)

0.15% more ownership

Funds ownership: 75.3%75.45% (+0.15%)

8% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 306

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
862
Holders Change
+15
Holders Change %
+1.77%
% 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
88
Increased
283
Reduced
306
Closed
66
Calls
$55.6M
Puts
$10.7M
Net Calls
+$44.9M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
676
Parallel Advisors
California
$194K -$23.3K -314 -11%
FMTCOCP
677
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$192K
PFGIA
678
Patriot Financial Group Insurance Agency
Massachusetts
$189K +$4.01K +54 +2%
FANJ
679
Financial Architects (New Jersey)
New Jersey
$186K +$3.93K +53 +2%
FHA
680
Flagship Harbor Advisors
Massachusetts
$185K +$964 +13 +0.6%
FCB
681
First Command Bank
Texas
$183K
FCFS
682
First Command Financial Services
Texas
$183K
CIAS
683
Capital Investment Advisory Services
North Carolina
$176K -$14.8K -200 -8%
CFA
684
Carroll Financial Associates
North Carolina
$175K +$114K +1,543 +228%
TFGT
685
TS Financial Group (TSFG)
Illinois
$173K +$162K +2,188 New
CAPTRUST Financial Advisors
686
CAPTRUST Financial Advisors
North Carolina
$170K +$12.7K +171 +9%
MG
687
MilWealth Group
Wisconsin
$168K
QAM
688
QCI Asset Management
New York
$158K
PAM
689
Paradigm Asset Management
New York
$154K +$145K +1,950 New
Simplex Trading
690
Simplex Trading
Illinois
$146K +$137K +1,848 New
FWM
691
Focused Wealth Management
New York
$142K
MMG
692
Monetary Management Group
Missouri
$142K
JFGIW
693
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K
EWM
694
Executive Wealth Management
Michigan
$138K +$24.4K +329 +23%
OC
695
Oakworth Capital
Alabama
$135K
CYG
696
Clean Yield Group
Vermont
$132K
TAM
697
Tiverton Asset Management
Delaware
$132K +$25.7K +347 +26%
BBA
698
Braun-Bostich & Associates
Pennsylvania
$128K -$20.7K -279 -15%
BL
699
Balentine LLC
Georgia
$127K
BCA
700
Bray Capital Advisors
Florida
$126K