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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 %
BBHC
776
Brown Brothers Harriman & Co
New York
$32K +$6.45K +81 +25%
THWM
777
Taylor Hoffman Wealth Management
Virginia
$31K – – –
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$30K – – –
SNT
779
Security National Trust
West Virginia
$30K – – –
AW
780
Alpha Windward
Massachusetts
$29K – – –
LC
781
Lindbrook Capital
California
$29K +$7.75K +100 +36%
ZB
782
Zions Bancorporation
Utah
$28K -$10.3K -129 -27%
TCM
783
Tradewinds Capital Management
Washington
$27K – – –
WB
784
Webster Bank
Connecticut
$25K – – –
AOWM
785
Alpha Omega Wealth Management
Virginia
$25K – – –
WCG
786
Weaver Consulting Group
California
$25K +$25K +299 New
BSAM
787
Blue Sky Asset Management
Colorado
$25K +$25K +318 New
OFS
788
Orrstown Financial Services
Pennsylvania
$24K – – –
SQA
789
Simon Quick Advisors
New Jersey
$24K +$24K +300 New
KPW
790
Kore Private Wealth
New York
$23K -$127K -1,590 -85%
CBT
791
Central Bank & Trust
Kentucky
$23K -$1.64K -21 -7%
WAP
792
Wealthcare Advisory Partners
Pennsylvania
$23K +$236 +3 +1%
FCA
793
FinTrust Capital Advisors
South Carolina
$22K +$4.6K +59 +26%
CFGS
794
Concourse Financial Group Securities
Alabama
$22K +$8.1K +106 +58%
BCA
795
Berman Capital Advisors
Georgia
$22K +$12.7K +164 +136%
LWM
796
Liberty Wealth Management
California
$21K – – –
CAC
797
Certified Advisory Corp
Florida
$20K -$8.96K -112 -31%
OFW
798
Omnia Family Wealth
Florida
$20K – – –
LC
799
Lavaca Capital
Texas
$20K +$5.41K +69 +37%
BCM
800
Blume Capital Management
California
$20K +$20K +250 New
30 31
32
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