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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
SBL
776
Sargent Bickham Lagudis
Colorado
$32K
BBHC
777
Brown Brothers Harriman & Co
New York
$32K +$6.01K +81 +25%
THWM
778
Taylor Hoffman Wealth Management
Virginia
$31K
PFSC
779
Peoples Financial Services Corp
Pennsylvania
$30K
SNT
780
Security National Trust
West Virginia
$30K
AW
781
Alpha Windward
Massachusetts
$29K
LC
782
Lindbrook Capital
California
$29K +$7.42K +100 +36%
ZB
783
Zions Bancorporation
Utah
$28K -$9.57K -129 -27%
TCM
784
Tradewinds Capital Management
Washington
$27K
AOWM
785
Alpha Omega Wealth Management
Virginia
$25K
WB
786
Webster Bank
Connecticut
$25K
WCG
787
Weaver Consulting Group
California
$25K +$22.2K +299 New
BSAM
788
Blue Sky Asset Management
Colorado
$25K +$23.6K +318 New
OFS
789
Orrstown Financial Services
Pennsylvania
$24K
SQA
790
Simon Quick Advisors
New Jersey
$24K +$22.3K +300 New
KPW
791
Kore Private Wealth
New York
$23K -$118K -1,590 -85%
CBT
792
Central Bank & Trust
Kentucky
$23K -$1.56K -21 -7%
WAP
793
Wealthcare Advisory Partners
Pennsylvania
$23K +$223 +3 +1%
FCA
794
FinTrust Capital Advisors
South Carolina
$22K +$4.38K +59 +26%
CFGS
795
Concourse Financial Group Securities
Alabama
$22K +$7.86K +106 +58%
BCA
796
Berman Capital Advisors
Georgia
$22K +$12.2K +164 +136%
LWM
797
Liberty Wealth Management
California
$21K
CAC
798
Certified Advisory Corp
Florida
$20K -$8.31K -112 -31%
OFW
799
Omnia Family Wealth
Florida
$20K
LC
800
Lavaca Capital
Texas
$20K +$5.12K +69 +37%