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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 %
Lazard Asset Management
826
Lazard Asset Management
New York
$11K – – –
GT
827
Glenmede Trust
Pennsylvania
$10.3K -$254 -3,207 -2%
AIS
828
AlphaOne Investment Services
Pennsylvania
$10K – – –
MCM
829
MV Capital Management
Maryland
$9K – – –
NC
830
NewSquare Capital
Pennsylvania
$9K – – –
FMP
831
Financial Management Professionals
Texas
$9K – – –
AIC
832
Archer Investment Corporation
Indiana
$9K – – –
FGAM
833
Financial Gravity Asset Management
Texas
$9K +$9K +115 New
SIS
834
Sound Income Strategies
Florida
$8K -$50.6K -601 -86%
CAGAS
835
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
CBT
836
Capital Bank & Trust
California
$8K +$8K +97 New
FDCDDQ
837
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.35K +$3.56K +45 +94%
AWM
838
Avior Wealth Management
Nebraska
$7K – – –
PCP
839
Proficio Capital Partners
Massachusetts
$6K – – –
JAM
840
JCIC Asset Management
Ontario, Canada
$6K – – –
CI
841
CX Institutional
Indiana
$6K +$4.95K +61 +469%
GSWM
842
Golden State Wealth Management
California
$6K +$6K +78 New
TC
843
Truvestments Capital
Florida
$6K +$6K +79 New
KFS
844
Kelly Financial Services
Massachusetts
$5.14K +$5.14K +65 New
AIA
845
Alera Investment Advisors
Illinois
$5K -$459K -5,687 -99%
ME
846
McIlrath & Eck
Washington
$5K – – –
BFC
847
Bedel Financial Consulting
Indiana
$5K – – –
GRP
848
Global Retirement Partners
California
$5K – – –
1NWS
849
1 North Wealth Services
Maryland
$4K +$4K +56 New
Fidelity International
850
Fidelity International
Bermuda
$3K +$86 +1 +3%
32 33
34
35 36