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WEC Energy

928 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 311 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 72.91%73.02% (+0.11%)

1% less capital invested

Capital invested by funds: $20.4B → $20.3B (-$131M)

5% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $19.4M

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 329

2% less funds holding

Funds holding: 948928 (-20)

12% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
928
Holders Change
-20
Holders Change %
-2.11%
% of All Funds
16.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
311
Reduced
329
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
301
Caldwell Trust
Florida
$2M +$67K +714 +3%
SIM
302
Sadoff Investment Management
Wisconsin
$1.91M -$206K -2,200 -9%
TCM
303
Twin Capital Management
Pennsylvania
$1.91M -$106K -1,130 -5%
MFWM
304
Motley Fool Wealth Management
Virginia
$1.9M +$98.8K +1,053 +5%
MFM
305
MD Financial Management
Ontario, Canada
$1.89M -$67.6K -721 -3%
KPWS
306
Kestra Private Wealth Services
Texas
$1.89M +$91.3K +974 +5%
BU
307
BBVA USA
Alabama
$1.83M +$69.7K +743 +4%
LWM
308
Loveless Wealth Management
Montana
$1.83M -$15.9K -170 -0.8%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$1.82M -$37.5K -400 -2%
ACM
310
Alta Capital Management
Utah
$1.8M -$1.73M -18,432 -47%
Nordea Investment Management
311
Nordea Investment Management
Sweden
$1.79M
Capstone Investment Advisors
312
Capstone Investment Advisors
New York
$1.78M +$1.89M +20,138 New
TRCT
313
Tower Research Capital (TRC)
New York
$1.75M +$946K +10,083 +103%
UCMOK
314
United Capital Management of KS
Kansas
$1.75M -$23.6K -252 -1%
OAM
315
Oppenheimer Asset Management
New York
$1.75M -$374K -3,985 -17%
EIG
316
Ellenbecker Investment Group
Wisconsin
$1.73M +$104K +1,109 +6%
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$1.73M -$9.38K -100 -0.5%
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$1.72M +$191K +2,040 +12%
BEI
319
Benjamin Edwards Inc
Missouri
$1.71M +$711K +7,585 +64%
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
$1.71M +$1.82M +19,354 New
Brown Advisory
321
Brown Advisory
Maryland
$1.7M -$68.1K -726 -4%
MHI
322
Miller Howard Investments
New York
$1.7M -$3K -32 -0.2%
RA
323
RFG Advisory
Alabama
$1.69M +$356K +3,794 +25%
DIA
324
Dana Investment Advisors
Wisconsin
$1.69M +$34.1K +364 +2%
KRS
325
Kentucky Retirement Systems
Kentucky
$1.68M +$66K +704 +4%

WEC Hedge Fund Activity: Q3 2021 in Review

928 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2021, worth a combined $20.3B — down 0.64% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of WEC and 59 opened new positions — a net loss of 8 holders — while 329 trimmed existing stakes and 311 added.

The largest buyer was UBS AM, adding an estimated $75.8M. The largest seller was ClearBridge Investments, cutting an estimated $69.5M.

  • 928 institutional investors held WEC Energy (WEC) as of Q3 2021, down from 948 in Q2 2021.
  • Funds reported $20.3B of WEC Energy stock for Q3 2021, down 0.64% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q3 2021 and 67 closed out, a net change of -8 holders.
  • The largest WEC Energy buyer in Q3 2021 was UBS AM, an estimated $75.8M added.
  • The largest WEC Energy seller in Q3 2021 was ClearBridge Investments, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2021.