Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / WEC
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
157,425
-
Shares change
-
-31,768
-
Total reported value, excl. options
-
$10,902,074
-
Value change
-
-$2,198,049
-
Number of buys
-
4
-
Number of sells
-
-6
-
Price
-
$69.26
Significant Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q4 2018
15 filings reported holding WEC - Wisconsin Egy Cp Hldg Co - WEC as of Q4 2018.
Wisconsin Egy Cp Hldg Co - WEC (WEC) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 157,425 shares
.
Largest 10 shareholders include Gulf International Bank (UK) Ltd (71,866 shares), PRUDENTIAL PLC (24,393 shares), Bruce & Co., Inc. (23,124 shares), ASHFORD CAPITAL MANAGEMENT INC (7,313 shares), West Oak Capital, LLC (6,440 shares), Mariner, LLC (6,194 shares), BALASA DINVERNO & FOLTZ LLC (5,711 shares), FISHMAN JAY A LTD/MI (4,000 shares), Tower View Investment Management & Research LLC (3,722 shares), and LeJeune Puetz Investment Counsel LLC (2,884 shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.