Q3 2018 13F Holders as of 30 Sep 2018
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Type / Class
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Equity / WEC
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Number of holders
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14
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Total 13F shares, excl. options
-
195,387
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Shares change
-
+1,279
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Total reported value, excl. options
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$13,042,756
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Value change
-
+$85,422
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Number of buys
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4
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Number of sells
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3
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Price
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$66.76
Institutional Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q3 2018
As of 30 Sep 2018 Wisconsin Egy Cp Hldg Co - WEC (WEC) had 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 195,387 shares of stock of the company.
Largest 10 holders included Gulf International Bank (UK) Ltd, PRUDENTIAL PLC, Bruce & Co., Inc., West Oak Capital, LLC, Tower View Investment Management & Research LLC, ASHFORD CAPITAL MANAGEMENT INC, Vantage Investment Advisors, LLC, BALASA DINVERNO & FOLTZ LLC, FISHMAN JAY A LTD/MI, and SONORA INVESTMENT MANAGEMENT, LLC.
This table shows 14 institutional shareholders of the security as of 30 Sep 2018.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.