WEC icon

WEC Energy
WEC

Overview Fund Activity

847 hedge funds and large institutions have $16.2B invested in WEC Energy in 2018 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 275 increasing their positions, 266 reducing their positions, and 62 closing their positions.

Holders
847
Holders Change
+53
Holders Change %
+6.68%
% of All Funds
18.9%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.2%
New
119
Increased
275
Reduced
266
Closed
62
Calls
$16.7M
Puts
$5.9M
Net Calls
+$10.8M
Net Calls Change
-$16.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$194M
2
BlackRock
2
BlackRock
New York
$2.01B
3
SI
3
Scout Investments
Missouri
$67.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.47B
5
State Street
5
State Street
Massachusetts
$1.12B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$481M
2
Deutsche Bank
2
Deutsche Bank
Germany
$537M
3
APG Asset Management
3
APG Asset Management
Netherlands
$29.7M
4
MAM
4
Magellan Asset Management
Australia
$59.4M
5
EIP
5
Epoch Investment Partners
New York
$211M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
701
OneDigital Investment Advisors
Kansas
$81K 1,172 +1,172 New
ONST
702
Old North State Trust
North Carolina
$79K 1,150 – –
AAMU
703
Amundi Asset Management US
Massachusetts
$78.1K 1,127,882 -259,032 -19%
M
704
MOTCO
Texas
$78K 1,128 – –
BWM
705
BerganKDV Wealth Management
Minnesota
$77K 1,116 – –
QCG
706
Quadrant Capital Group
Ohio
$77K 1,206 +53 +5%
WWM
707
Willingdon Wealth Management
North Carolina
$73K 1,049 – –
VNA
708
Valley National Advisers
Pennsylvania
$73K 1,053 +105 +11%
RCAG
709
Rehmann Capital Advisory Group
Michigan
$72.3K 1,043 +30 +3%
MCM
710
Manchester Capital Management
Vermont
$72K 1,117 – –
DOA
711
D'Orazio & Associates
Virginia
$70K 1,010 – –
CCM
712
Cribstone Capital Management
Maine
$69K 1,000 – –
SHJ
713
Sharkey, Howes & Javer
Colorado
$69K 1,000 – –
AF
714
Allworth Financial
California
$69K 1,001 – –
LFA
715
Legacy Financial Advisors
Kentucky
$68K 986 -100 -9%
VCM
716
Versant Capital Management
Arizona
$68K 982 +87 +10%
QCIG
717
Quad-Cities Investment Group
Iowa
$66K 953 – –
MWA
718
Meridian Wealth Advisors
Texas
$66K 953 +953 New
CAL
719
Capital Advisors Ltd
Ohio
$65K 934 – –
JA
720
JOYN Advisors
Georgia
$63K 905 +63 +7%
AC
721
Avestar Capital
New York
$62K 941 -2 -0.2%
GLI
722
Guardian Life Insurance
New York
$62K 896 – –
BAM
723
Barrett Asset Management
New York
$62K 894 – –
KA
724
Kaizen Advisory
Illinois
$61K 876 +180 +26%
TCOV
725
Trust Company of Vermont
Vermont
$60K 872 -99 -10%
27 28
29
30 31