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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
BCM
801
Blume Capital Management
California
$20K +$18.5K +250 New
EI
802
Ellevest Inc
New York
$20K +$18.8K +254 New
FRA
803
Front Row Advisors
California
$19K -$816 -11 -4%
VFA
804
Valeo Financial Advisors
Indiana
$19K
NL
805
NVWM LLC
Pennsylvania
$18K
TL
806
TrueWealth LLC
Georgia
$18K
ESB
807
Essex Savings Bank
Connecticut
$17K -$2K -27 -11%
GAM
808
Gemmer Asset Management
California
$17K
MFW
809
Mosaic Family Wealth
Missouri
$17K
FAM
810
Fred Alger Management
New York
$17K +$10.2K +137 +165%
HCM
811
Highlander Capital Management
New Jersey
$16K
MSA
812
Marino Stram & Associates
Massachusetts
$16K
TC
813
Trust Company
Kansas
$16K
CWA
814
Clarus Wealth Advisors
Arizona
$15K -$193K -2,604 -93%
GWS
815
Glassman Wealth Services
Virginia
$15K +$7.05K +95 +106%
BMM
816
Buffington Mohr McNeal
Idaho
$15K +$14.5K +195 New
TA
817
TCG Advisors
Texas
$15K +$14.5K +195 New
SFSIG
818
San Francisco Sentry Investment Group
California
$13K -$7.57K -102 -40%
BCI
819
Brinker Capital Investments
Pennsylvania
$13K +$12K +162 New
FC
820
Ferris Capital
Massachusetts
$12K
WTC
821
WhitTier Trust Company
Nevada
$12K
CIA
822
CSat Investment Advisory
Michigan
$12K +$742 +10 +7%
JCM
823
Jacobi Capital Management
Pennsylvania
$11K -$12.5K -169 -54%
ARMC
824
American Research & Management Company
Massachusetts
$11K
CHC
825
City Holding Co
West Virginia
$11K