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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
AWM
376
AE Wealth Management
Kansas
$1.05M +$21.9K +234 +2%
NSIM
377
North Star Investment Management
Illinois
$1.05M +$563 +6 +0.1%
BAM
378
Belpointe Asset Management
Nevada
$1.03M +$94.5K +1,008 +9%
GWM
379
Geneos Wealth Management
Colorado
$1.01M +$12.9K +138 +1%
Tudor Investment Corp
380
Tudor Investment Corp
Connecticut
$1M -$4.28M -45,621 -80%
DC
381
Davenport & Co
Virginia
$986K +$195K +2,080 +23%
Rafferty Asset Management
382
Rafferty Asset Management
New York
$982K +$378K +4,032 +57%
VA
383
Valmark Advisers
Ohio
$975K +$1.13K +12 +0.1%
IAA
384
Independent Advisor Alliance
North Carolina
$972K +$31.6K +337 +3%
ESCM
385
Echo Street Capital Management
New York
$970K +$328K +3,496 +47%
BNP Paribas Asset Management
386
BNP Paribas Asset Management
France
$966K -$19.2K -205 -2%
PHIMC
387
Private Harbour Investment Management & Counsel
Ohio
$966K
HPC
388
HM Payson & Co
Maine
$965K
HFS
389
Hantz Financial Services
Michigan
$947K -$1.08M -11,540 -52%
WorldQuant Millennium Advisors
390
WorldQuant Millennium Advisors
New York
$941K +$1M +10,672 New
CTC
391
Central Trust Company
Missouri
$925K
LPT
392
Legacy Private Trust
Wisconsin
$916K
WFI
393
West Family Investments
California
$892K +$202K +2,154 +27%
BCM
394
Brown Capital Management
Maryland
$891K
ASBI
395
American State Bank (Iowa)
Iowa
$878K
AP
396
Advisor Partners
California
$877K -$94.8K -1,011 -9%
AWM
397
Apollon Wealth Management
South Carolina
$877K +$5.91K +63 +0.6%
IIA
398
ICW Investment Advisors
Arizona
$875K +$14.5K +155 +2%
PFS
399
Prospera Financial Services
Texas
$873K +$75.3K +803 +9%
Cohen & Steers
400
Cohen & Steers
New York
$867K +$922K +9,830 New

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.