WEC icon

WEC Energy
WEC

Overview Fund Activity

921 hedge funds and large institutions have $22.4B invested in WEC Energy in 2019 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 295 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
921
Holders Change
+29
Holders Change %
+3.25%
% of All Funds
18.19%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
121
Increased
295
Reduced
295
Closed
76
Calls
$36.3M
Puts
$12.7M
Net Calls
+$23.6M
Net Calls Change
+$15.8M

Top Buyers

1
State Street
State Street
Massachusetts
$1.63B
2
BlackRock
BlackRock
New York
$2.73B
3
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$57.3M
4
MAM
Magellan Asset Management
Australia
$1.3B
5
Bessemer Group
Bessemer Group
New Jersey
$45M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$87.2M
2
SI
Scout Investments
Missouri
$71.8M
3
Invesco
Invesco
Georgia
$262M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$500M
5
CTA
Carillon Tower Advisers
Florida
$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
751
MilWealth Group
Wisconsin
$172K -$23.1K -250 -12%
IWP
752
IAG Wealth Partners
Wisconsin
$168K +$168K +1,819 New
KBFS
753
Kohmann Bosshard Financial Services
Ohio
$166K – – –
FWM
754
Focused Wealth Management
New York
$166K – – –
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K -$23.3K -253 -13%
AF
756
Allworth Financial
California
$157K +$29.7K +322 +23%
M
757
MOTCO
Texas
$157K +$52.6K +569 +50%
OC
758
Oakworth Capital
Alabama
$156K – – –
CYG
759
Clean Yield Group
Vermont
$154K – – –
JFA
760
JNBA Financial Advisors
Minnesota
$151K – – –
SIM
761
Sonora Investment Management
Arizona
$151K – – –
PB
762
Pinnacle Bancorp
Nebraska
$151K +$37.1K +402 +33%
EP
763
Eudaimonia Partners
Tennessee
$151K +$151K +1,643 New
BCA
764
Bray Capital Advisors
Florida
$147K – – –
TA
765
TFG Advisers
Michigan
$141K +$141K +1,536 New
CFGS
766
Concourse Financial Group Securities
Alabama
$138K +$77.5K +838 +128%
ARMT
767
Amica Retiree Medical Trust
Rhode Island
$136K – – –
BAM
768
Belpointe Asset Management
Nevada
$130K +$130K +1,408 New
RWB
769
RMR Wealth Builders
New Jersey
$129K +$129K +1,395 New
Acadian Asset Management
770
Acadian Asset Management
Massachusetts
$127K – – –
APA
771
American Portfolios Advisors
New York
$126K -$1.07M -11,609 -89%
CWP
772
CFM Wealth Partners
Texas
$125K +$125K +1,297 New
FP
773
Financial Perspectives
Minnesota
$123K +$123K +1,338 New
KPW
774
Kore Private Wealth
New York
$117K +$117K +1,267 New
PCM
775
Penserra Capital Management
California
$111K -$1.66M -16,499 -94%
29 30
31
32 33