We are live on ! Find out more
WEC icon

WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
226
Redmont Wealth Advisors
Illinois
$4.33M
MOACM
227
Mutual of America Capital Management
New York
$4.33M +$92.4K +911 +2%
Schroder Investment Management Group
228
Schroder Investment Management Group
United Kingdom
$4.32M +$1.14M +11,210 +35%
PP
229
Prudential plc
United Kingdom
$4.25M -$31.3K -309 -0.7%
TPSF
230
Texas Permanent School Fund
Texas
$4.19M +$75.9K +749 +2%
SIA
231
Sit Investment Associates
Minnesota
$4.19M
NA
232
NewEdge Advisors
Louisiana
$4.14M -$775K -7,641 -16%
LA
233
LVW Advisors
New York
$4.13M -$68.7K -678 -2%
GLA
234
Great Lakes Advisors
Illinois
$4.13M +$68.8K +679 +2%
William Blair & Company
235
William Blair & Company
Illinois
$4.06M -$61.1K -603 -1%
PIM
236
Penobscot Investment Management
Massachusetts
$4.04M -$14.9K -147 -0.4%
SAM
237
Shell Asset Management
Netherlands
$4.01M -$1.14M -11,280 -22%
FA
238
FDx Advisors
Illinois
$3.98M +$75.5K +745 +2%
RPI
239
Railway Pension Investments
United Kingdom
$3.98M +$4M +39,500 New
CIBC Asset Management
240
CIBC Asset Management
Ontario, Canada
$3.92M +$844K +8,322 +27%
SWMG
241
Signature Wealth Management Group
Georgia
$3.89M -$65.6K -647 -2%
SHFP
242
Second Half Financial Partners
Florida
$3.83M
Lazard Asset Management
243
Lazard Asset Management
New York
$3.81M +$3.84M +37,848 +66,400%
SIP
244
Stoneridge Investment Partners
Pennsylvania
$3.79M -$1.91M -18,866 -33%
SPIA
245
Steward Partners Investment Advisory
New York
$3.75M +$110K +1,086 +3%
S
246
Seeyond
France
$3.74M +$585K +5,772 +18%
NAM
247
Nissay Asset Management
Japan
$3.74M -$23.1K -228 -0.6%
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$3.73M +$8.82K +87 +0.2%
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$3.69M -$1.22M -12,072 -25%
CCFCSB
250
Cape Cod Five Cents Savings Bank
Massachusetts
$3.67M -$122K -1,203 -3%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.