Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / WEC
-
Total 13F shares
-
145,440
-
Share change
-
-11,985
-
Total reported value
-
$11,500,320
-
Price per share
-
$79.07
-
Number of holders
-
11
-
Value change
-
-$814,638
-
Number of buys
-
4
-
Number of sells
-
3
Institutional Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q1 2019
As of 31 Mar 2019 Wisconsin Egy Cp Hldg Co - WEC (WEC) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 145,440 shares of stock of the company.
Largest 10 holders included Gulf International Bank (UK) Ltd, PRUDENTIAL PLC, Bruce & Co., Inc., West Oak Capital, LLC, BALASA DINVERNO & FOLTZ LLC, FISHMAN JAY A LTD/MI, Tower View Investment Management & Research LLC, LeJeune Puetz Investment Counsel LLC, SONORA INVESTMENT MANAGEMENT, LLC, and Alpha Omega Wealth Management LLC.
This table shows 11 institutional shareholders of the security as of 31 Mar 2019.
| 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.