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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
WDL
901
Well Done LLC
Michigan
-$159K -2,293 Closed
CG
902
Cutler Group
California
-$89K -1,200 Closed
MWA
903
Meridian Wealth Advisors
Texas
-$66K -953 Closed
JA
904
JOYN Advisors
Georgia
-$63K -905 Closed
DWM
905
Doyle Wealth Management
Florida
-$59K -852 Closed
FMT
906
First Mercantile Trust
Tennessee
-$41K -590 Closed
Twin Tree Management
907
Twin Tree Management
Texas
-$38K -542 Closed
EWA
908
ERTS Wealth Advisors
Michigan
-$30K -440 Closed
MOS
909
MGO One Seven
Ohio
-$30K -435 Closed
JGIA
910
Jackson Grant Investment Advisers
Connecticut
-$26K -374 Closed
HR
911
Howe & Rusling
New York
-$26K -371 Closed
WANY
912
Wealthspire Advisors (New York)
New York
-$22K -314 Closed
BOPW
913
Brandywine Oak Private Wealth
Pennsylvania
-$20K -300 Closed
PRC
914
Pearl River Capital
Michigan
-$21K -300 Closed
CF
915
Centaurus Financial
California
-$4 -267 Closed
MNBTD
916
Moody National Bank Trust Division
Texas
-$17K -243 Closed
PCIA
917
Prime Capital Investment Advisors
Kansas
-$17K -243 Closed
KCM
918
Karp Capital Management
California
-$14K -196 Closed
CA
919
Claro Advisors
Massachusetts
-$12K -176 Closed
RWA
920
River Wealth Advisors
Pennsylvania
-$7K -95 Closed
PCM
921
Prelude Capital Management
New York
-$6K -89 Closed
W
922
WealthOne
New York
-$6K -87 Closed
GCMG
923
Gyroscope Capital Management Group
Florida
-$3K -40 Closed
TFA
924
Transamerica Financial Advisors
Florida
-$2K -26 Closed
PMFA
925
Plante Moran Financial Advisors
Michigan
-$1K -21 Closed