WEC icon

WEC Energy

794 hedge funds and large institutions have $15.4B invested in WEC Energy in 2018 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 255 increasing their positions, 296 reducing their positions, and 57 closing their positions.

Holders
794
Holders Change
-7
Holders Change %
-0.87%
% of All Funds
18.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
255
Reduced
296
Closed
57
Calls
$32.1M
Puts
$5.03M
Net Calls
+$27M
Net Calls Change
-$2.78M
Name Market Value Shares Shares
Change
Shares
Change %
MWPCG
701
Measured Wealth Private Client Group
New Hampshire
$47K 710 +710 New
KA
702
Kaizen Advisory
Illinois
$46K 696
SIS
703
Sound Income Strategies
Florida
$46K 696 +515 +285%
CFA
704
Carroll Financial Associates
North Carolina
$45K 677 +18 +3%
AIM
705
Assured Investment Management
New York
$44K 664 +664 New
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$43.5K 651 +200 +44%
SFG
707
SevenBridge Financial Group
Pennsylvania
$42K 630 -400 -39%
PGWM
708
Parisi Gray Wealth Management
New Jersey
$39K 591
CAW
709
Cornerstone Advisors (Washington)
Washington
$38K 576 +105 +22%
WTB
710
Washington Trust Bank
Washington
$37K 551 -401 -42%
AA
711
Ancora Advisors
Ohio
$35K 520 +520 New
WSTAM
712
Wilbanks Smith & Thomas Asset Management
Virginia
$34K 511 +511 New
TPWA
713
TRUE Private Wealth Advisors
Oregon
$33.5K 502 +502 New
BA
714
Ballew Advisors
Mississippi
$30K 442
AF
715
Arrow Financial
New York
$30K 456 +56 +14%
SIAS
716
Shine Investment Advisory Services
Colorado
$28K 422
PO
717
Private Ocean
California
$28K 420
FHB
718
First Hawaiian Bank
Hawaii
$28K 414 +414 New
PCM
719
Princeton Capital Management
New Jersey
$27K 400
MSA
720
Marino Stram & Associates
Massachusetts
$27K 400
SBL
721
Sargent Bickham Lagudis
Colorado
$27K 400
SNT
722
Security National Trust
West Virginia
$26K 385
THWM
723
Taylor Hoffman Wealth Management
Virginia
$26K 394
PHK
724
Point72 Hong Kong
Hong Kong
$26K 396 +396 New
WC
725
Whitney & Co
New York
$25K 355 -150 -30%