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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
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$3.66M +$3.49M +34,459 +1,483%
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$3.65M -$3.78M -37,284 -51%
LIM
253
Leavell Investment Management
Alabama
$3.61M
GT
254
Glenmede Trust
Pennsylvania
$3.59M +$24.8K +245 +0.7%
MYAM
255
Meiji Yasuda Asset Management
Japan
$3.58M +$144K +1,420 +4%
SG Americas Securities
256
SG Americas Securities
New York
$3.57M +$2.58M +25,406 +252%
PI
257
Putnam Investments
Massachusetts
$3.53M -$709K -6,990 -17%
PFM
258
Premier Fund Managers
United Kingdom
$3.48M
NC
259
Nicholas Company
Wisconsin
$3.45M
DAC
260
Dividend Assets Capital
South Carolina
$3.41M -$295K -2,913 -8%
TRCT
261
Tower Research Capital (TRC)
New York
$3.37M -$2.33M -23,023 -41%
KA
262
KLCM Advisors
Wisconsin
$3.3M +$244K +2,411 +8%
ST
263
Somerset Trust
Pennsylvania
$3.28M +$28.6K +282 +0.9%
AIM
264
Aquila Investment Management
New York
$3.22M -$203K -2,000 -6%
N
265
Natixis
France
$3.18M +$3.2M +31,595 New
CCC
266
Cincinnati Casualty Company
Ohio
$3.12M
MHC
267
Meyer Handelman Company
New York
$3.1M -$396K -3,908 -11%
DIA
268
Dana Investment Advisors
Wisconsin
$3.08M +$3.1M +30,568 New
Public Sector Pension Investment Board (PSP Investments)
269
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.05M -$1.4M -13,774 -31%
HIMCH
270
Hartford Investment Management Co (HIMCO)
Connecticut
$3.05M +$51.4K +507 +2%
Allianz Asset Management
271
Allianz Asset Management
Germany
$3.04M -$457K -4,512 -13%
RIL
272
Rothschild Investment LLC
Illinois
$3.03M -$7K -69 -0.2%
NEWAS
273
N.E.W. Advisory Services
Wisconsin
$2.99M +$307K +3,032 +11%
CC
274
Cipher Capital
New York
$2.96M +$2.99M +29,456 New
RFC
275
Regions Financial Corp
Alabama
$2.96M -$277K -2,730 -8%

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.