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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 %
EI
801
Ellevest Inc
New York
$20K +$20K +254 New
FRA
802
Front Row Advisors
California
$19K -$878 -11 -4%
VFA
803
Valeo Financial Advisors
Indiana
$19K – – –
NL
804
NVWM LLC
Pennsylvania
$18K – – –
TL
805
TrueWealth LLC
Georgia
$18K – – –
ESB
806
Essex Savings Bank
Connecticut
$17K -$2.09K -27 -11%
GAM
807
Gemmer Asset Management
California
$17K – – –
MFW
808
Mosaic Family Wealth
Missouri
$17K – – –
FAM
809
Fred Alger Management
New York
$17K +$10.6K +137 +165%
HCM
810
Highlander Capital Management
New Jersey
$16K – – –
TC
811
Trust Company
Kansas
$16K – – –
MSA
812
Marino Stram & Associates
Massachusetts
$16K – – –
CWA
813
Clarus Wealth Advisors
Arizona
$15K -$201K -2,604 -93%
GWS
814
Glassman Wealth Services
Virginia
$15K +$7.7K +95 +106%
TA
815
TCG Advisors
Texas
$15K +$15K +195 New
BMM
816
Buffington Mohr McNeal
Idaho
$15K +$15K +195 New
SFSIG
817
San Francisco Sentry Investment Group
California
$13K -$8.67K -102 -40%
BCI
818
Brinker Capital Investments
Pennsylvania
$13K +$13K +162 New
WTC
819
WhitTier Trust Company
Nevada
$12K – – –
FC
820
Ferris Capital
Massachusetts
$12K – – –
CIA
821
CSat Investment Advisory
Michigan
$12K +$774 +10 +7%
JCM
822
Jacobi Capital Management
Pennsylvania
$11K -$12.8K -169 -54%
Lazard Asset Management
823
Lazard Asset Management
New York
$11K – – –
CHC
824
City Holding Co
West Virginia
$11K – – –
First Manhattan
825
First Manhattan
New York
$11K – – –
31 32
33
34 35