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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
DOA
726
D'Orazio & Associates
Virginia
$80K
CCM
727
Cribstone Capital Management
Maine
$79K
SHJ
728
Sharkey, Howes & Javer
Colorado
$79K
QCG
729
Quadrant Capital Group
Ohio
$77K -$10.4K -140 -12%
QCIG
730
Quad-Cities Investment Group
Iowa
$76K
CAL
731
Capital Advisors Ltd
Ohio
$74K
TSW
732
Thompson Siegel & Walmsley
Virginia
$73K -$79.7K -1,074 -54%
LFA
733
Legacy Financial Advisors
Kentucky
$72K -$5.71K -77 -8%
GLI
734
Guardian Life Insurance
New York
$72K +$964 +13 +1%
BAM
735
Barrett Asset Management
New York
$71K
RA
736
Rational Advisors
New York
$70K -$1.42M -19,191 -96%
NIM
737
NuWave Investment Management
New Jersey
$70K -$22K -297 -25%
AC
738
Avestar Capital
New York
$70K -$1.26K -17 -2%
AssetMark Inc
739
AssetMark Inc
California
$70K +$61.8K +833 +1,700%
TCOV
740
Trust Company of Vermont
Vermont
$64K -$4.16K -56 -6%
VCM
741
Versant Capital Management
Arizona
$62K -$13.9K -188 -19%
MPWT
742
MassMutual Private Wealth & Trust
Connecticut
$61.6K +$24.3K +328 +73%
IBOK
743
Independence Bank of Kentucky
Kentucky
$60K
JWM
744
Janiczek Wealth Management
Colorado
$60K +$56.2K +757 New
LA
745
Legacy Advisors
Pennsylvania
$59K +$55.5K +748 New
IA
746
IFP Advisors
Florida
$58K -$697K -9,396 -93%
MCM
747
Manchester Capital Management
Vermont
$58K -$28.7K -387 -35%
SWM
748
SeaCrest Wealth Management
New York
$58K -$297 -4 -0.5%
FPFS
749
First Personal Financial Services
North Carolina
$57K
CAW
750
Cornerstone Advisors (Washington)
Washington
$57K +$8.31K +112 +18%