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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 %
Bessemer Group
701
Bessemer Group
New Jersey
$117K -$47.9K -607 -29%
ARMT
702
Amica Retiree Medical Trust
Rhode Island
$117K – – –
BEI
703
Benjamin Edwards Inc
Missouri
$116K +$116K +1,472 New
CHP
704
Cable Hill Partners
Oregon
$115K +$11.4K +145 +11%
JFA
705
JNBA Financial Advisors
Minnesota
$114K – – –
FHA
706
First Horizon Advisors
Tennessee
$112K +$7.2K +91 +7%
RIA
707
Realta Investment Advisors
Delaware
$110K +$110K +1,390 New
Acadian Asset Management
708
Acadian Asset Management
Massachusetts
$109K – – –
TWA
709
TCI Wealth Advisors
Arizona
$108K -$632 -8 -0.6%
CAM
710
Cresset Asset Management
Illinois
$108K +$40.7K +514 +60%
DBT
711
Dubuque Bank & Trust
Iowa
$107K – – –
WT
712
Whittier Trust
California
$106K +$633 +8 +0.6%
AF
713
Allworth Financial
California
$102K +$22.6K +285 +28%
FNB
714
Farmers National Bank
Kentucky
$102K +$102K +1,285 New
BAM
715
Belpointe Asset Management
Nevada
$100K +$100K +1,269 New
SIM
716
Sonora Investment Management
Arizona
$98K – – –
PB
717
Pinnacle Bancorp
Nebraska
$97K – – –
CCM
718
Covington Capital Management
California
$91K -$16.3K -205 -15%
ONST
719
Old North State Trust
North Carolina
$90K – – –
OIA
720
OneDigital Investment Advisors
Kansas
$89K -$4.13K -52 -4%
M
721
MOTCO
Texas
$89K – – –
BWM
722
BerganKDV Wealth Management
Minnesota
$88K – – –
VNA
723
Valley National Advisers
Pennsylvania
$83K – – –
WWM
724
Willingdon Wealth Management
North Carolina
$83K – – –
DOA
725
D'Orazio & Associates
Virginia
$80K – – –
27 28
29
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