WEC icon

WEC Energy
WEC

Overview Fund Activity

853 hedge funds and large institutions have $20.3B invested in WEC Energy in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 302 increasing their positions, 274 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
-8
Holders Change %
-0.93%
% of All Funds
18.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
61
Increased
302
Reduced
274
Closed
58
Calls
$19M
Puts
$18.5M
Net Calls
+$482K
Net Calls Change
-$44.4M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$569M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$254M
3
Barclays
Barclays
United Kingdom
$219M
4
SI
Scout Investments
Missouri
$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.29B

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$288M
2
UBS AM
UBS AM
Illinois
$234M
3
EIP
Epoch Investment Partners
New York
$203M
4
Bank of America
Bank of America
North Carolina
$522M
5
Principal Financial Group
Principal Financial Group
Iowa
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
676
Covenant Partners
Tennessee
$212K +$212K +2,547 New
LFAS
677
Level Four Advisory Services
Texas
$212K +$212K +2,547 New
CFG
678
Cooper Financial Group
California
$210K -$832 -10 -0.4%
SGA
679
Strategic Global Advisors
California
$210K – – –
FAIM
680
Financial Advocates Investment Management
Washington
$210K +$210K +2,515 New
PP
681
Patten & Patten
Tennessee
$208K -$20.8K -250 -9%
FHA
682
Flagship Harbor Advisors
Massachusetts
$207K +$11.9K +143 +6%
BRWA
683
B. Riley Wealth Advisors
Florida
$206K +$206K +2,464 New
Rafferty Asset Management
684
Rafferty Asset Management
New York
$205K +$205K +2,453 New
CCA
685
Checchi Capital Advisers
California
$204K +$204K +2,442 New
FMTCOCP
686
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$203K – – –
SGK
687
Steigerwald Gordon & Koch
Virginia
$200K +$200K +2,400 New
RBFC
688
Roman Butler Fullerton & Co
Missouri
$200K +$200K +2,403 New
CFA
689
Carroll Financial Associates
North Carolina
$195K +$10.4K +125 +6%
FCB
690
First Command Bank
Texas
$193K – – –
FCFS
691
First Command Financial Services
Texas
$193K – – –
CAPTRUST Financial Advisors
692
CAPTRUST Financial Advisors
North Carolina
$187K +$8.24K +99 +5%
TFGT
693
TS Financial Group (TSFG)
Illinois
$182K – – –
ASN
694
Advisory Services Network
Georgia
$177K +$49.1K +588 +38%
MG
695
MilWealth Group
Wisconsin
$177K – – –
DWM
696
Doyle Wealth Management
Florida
$174K +$174K +2,084 New
QAM
697
QCI Asset Management
New York
$167K – – –
PAM
698
Paradigm Asset Management
New York
$163K – – –
FWM
699
Focused Wealth Management
New York
$150K – – –
MMG
700
Monetary Management Group
Missouri
$150K – – –
26 27
28
29 30