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WEC Energy

999 hedge funds and large institutions have $22.4B invested in WEC Energy in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 330 increasing their positions, 306 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

129% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 69

11% more capital invested

Capital invested by funds: $20.3B → $22.4B (+$2.15B)

8% more funds holding

Funds holding: 928999 (+71)

8% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 306

0.52% more ownership

Funds ownership: 73.02%73.54% (+0.52%)

22% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $23.8M

Holders
999
Holders Change
+71
Holders Change %
+7.65%
% of All Funds
15.37%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
158
Increased
330
Reduced
306
Closed
69
Calls
$18.5M
Puts
$23.8M
Net Calls
-$5.26M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harbour Investments
Wisconsin
$2.6M -$5.79M -63,372 -70%
TPCW
277
TD Private Client Wealth
New York
$2.59M -$68.4K -748 -3%
NB
278
Norinchukin Bank
Japan
$2.58M -$15.2K -166 -0.6%
SG Americas Securities
279
SG Americas Securities
New York
$2.56M -$4.6M -50,320 -66%
PCM
280
Parsons Capital Management
Rhode Island
$2.56M +$167K +1,826 +7%
LCP
281
Legacy Capital Partners
Wisconsin
$2.52M -$65.9K -721 -3%
SAM
282
Securian Asset Management
Minnesota
$2.52M -$814K -8,900 -26%
OPERF
283
Oregon Public Employees Retirement Fund
Oregon
$2.5M -$51.8K -567 -2%
KIG
284
Kowal Investment Group
Wisconsin
$2.5M +$13.5K +148 +0.6%
NB
285
Nicolet Bankshares
Wisconsin
$2.5M -$57.1K -625 -2%
BF
286
BOK Financial
Oklahoma
$2.49M +$27.3K +299 +1%
CGH
287
Crossmark Global Holdings
Texas
$2.49M +$914 +10 +0%
CA
288
Capitolis Advisors
New York
$2.48M +$2.33M +25,516 New
Tudor Investment Corp
289
Tudor Investment Corp
Connecticut
$2.45M +$1.27M +13,859 +122%
JFGIW
290
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.43M +$171K +1,867 +8%
SWM
291
Shakespeare Wealth Management
Wisconsin
$2.41M
DA
292
Duality Advisers
Florida
$2.41M +$1.96M +21,458 +634%
NEWAS
293
N.E.W. Advisory Services
Wisconsin
$2.39M -$42.7K -467 -2%
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$2.35M
Schroder Investment Management Group
295
Schroder Investment Management Group
United Kingdom
$2.34M -$781K -8,539 -26%
CCP
296
Corient Capital Partners
California
$2.33M +$36.7K +402 +2%
PP
297
PDT Partners
New York
$2.28M +$2.15M +23,525 New
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$2.26M -$135K -1,479 -6%
CG
299
Castellan Group
Kentucky
$2.25M +$10.5K +115 +0.5%
IWP
300
Icon Wealth Partners
Texas
$2.21M -$2.65K -29 -0.1%

WEC Hedge Fund Activity: Q4 2021 in Review

999 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2021, worth a combined $22.4B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new WEC positions and 69 closed out — a net gain of 89 holders — while 330 added to existing stakes and 306 trimmed.

The largest buyer was BlackRock, adding an estimated $623M. The largest seller was Magellan Asset Management, cutting an estimated $431M.

  • 999 institutional investors held WEC Energy (WEC) as of Q4 2021, up from 928 in Q3 2021.
  • Funds reported $22.4B of WEC Energy stock for Q4 2021, up 11% quarter-over-quarter.
  • 158 funds opened new WEC Energy positions in Q4 2021 and 69 closed out, a net change of +89 holders.
  • The largest WEC Energy buyer in Q4 2021 was BlackRock, an estimated $623M added.
  • The largest WEC Energy seller in Q4 2021 was Magellan Asset Management, an estimated $431M sold.

Based on aggregated 13F filings for Q4 2021.