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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
National Bank of Canada
326
National Bank of Canada
Quebec, Canada
$1.9M +$1.81M +19,808 New
EIG
327
Ellenbecker Investment Group
Wisconsin
$1.89M -$16.5K -181 -0.9%
Brown Advisory
328
Brown Advisory
Maryland
$1.88M +$2.38K +26 +0.1%
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$1.87M -$128K -1,400 -7%
RC
330
RegentAtlantic Capital
New Jersey
$1.86M +$178K +1,952 +11%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$1.85M -$39.8K -435 -2%
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$1.84M +$78.6K +860 +5%
FMBTD
333
First Midwest Bank Trust Division
Illinois
$1.83M +$356K +3,890 +26%
DTL
334
Dynamic Technology Lab
Singapore
$1.83M +$1.01M +11,093 +143%
MPPW
335
Mitchell & Pahl Private Wealth
Oklahoma
$1.83M +$39.8K +435 +2%
Cohen & Steers
336
Cohen & Steers
New York
$1.83M +$822K +8,992 +91%
MHI
337
Miller Howard Investments
New York
$1.82M -$47.5K -520 -3%
KRS
338
Kentucky Retirement Systems
Kentucky
$1.81M -$37.3K -408 -2%
VLKIM
339
Van Lanschot Kempen Investment Management
Netherlands
$1.77M +$1.67M +18,289 New
KAS
340
Kestra Advisory Services
Texas
$1.76M +$237K +2,598 +17%
DIA
341
Dean Investment Associates
Ohio
$1.75M -$21.6K -236 -1%
AII
342
AGF Investments Inc
Ontario, Canada
$1.72M +$159K +1,740 +11%
Baillie Gifford & Co
343
Baillie Gifford & Co
United Kingdom
$1.71M +$213K +2,333 +15%
MGI
344
MayTech Global Investments
New York
$1.69M
BA
345
Bridgewater Associates
Connecticut
$1.68M +$1.58M +17,269 New
ST
346
Sabal Trust
Florida
$1.68M +$1.58M +17,255 New
Pacer Advisors
347
Pacer Advisors
Pennsylvania
$1.65M -$2.33M -25,473 -60%
SM
348
Sciencast Management
New Jersey
$1.6M +$1.51M +16,510 New
AAS
349
Ameritas Advisory Services
Nebraska
$1.58M +$1.49M +16,303 New
MML Investors Services
350
MML Investors Services
Massachusetts
$1.55M +$320K +3,505 +28%

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.