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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
BO
376
Bank OZK
Arkansas
$1.26M +$1.19M +13,013 New
PAG
377
Private Advisor Group
New Jersey
$1.26M -$347K -3,796 -23%
SC
378
Savant Capital
Illinois
$1.25M -$26.1K -286 -2%
ATPW
379
Ashton Thomas Private Wealth
Arizona
$1.24M +$1.17M +12,767 New
TF
380
TIAA FSB
Florida
$1.24M -$103K -1,122 -8%
QC
381
Quadrature Capital
United Kingdom
$1.21M +$387K +4,229 +51%
SYBT
382
Stock Yards Bank & Trust
Kentucky
$1.18M -$86.8K -950 -7%
HFAS
383
Hummer Financial Advisory Services
Illinois
$1.15M -$69.3K -758 -6%
BAM
384
Belpointe Asset Management
Nevada
$1.15M +$14.3K +156 +1%
EC
385
Enhancing Capital
Pennsylvania
$1.14M +$1.07M +11,706 New
WSCM
386
Wellington Shields Capital Management
New York
$1.12M +$256K +2,799 +32%
PFS
387
Prospera Financial Services
Texas
$1.11M +$144K +1,570 +16%
OC
388
Oarsman Capital
Wisconsin
$1.09M -$319K -3,488 -24%
HI
389
Hendershot Investments
Virginia
$1.08M +$1.02M +11,146 New
IAA
390
Independent Advisor Alliance
North Carolina
$1.07M -$2.1K -23 -0.2%
PHIMC
391
Private Harbour Investment Management & Counsel
Ohio
$1.07M +$2.29K +25 +0.2%
HPC
392
HM Payson & Co
Maine
$1.06M
NSIM
393
North Star Investment Management
Illinois
$1.05M -$90.9K -994 -8%
RP
394
Rowlandmiller & Partners
Georgia
$1.05M +$156K +1,710 +19%
DC
395
Davenport & Co
Virginia
$1.05M -$32.4K -354 -3%
HFS
396
Hantz Financial Services
Michigan
$1.04M -$183 -2 -0%
WorldQuant Millennium Advisors
397
WorldQuant Millennium Advisors
New York
$1.04M
CTC
398
Central Trust Company
Missouri
$1.03M +$11.6K +127 +1%
IIA
399
ICW Investment Advisors
Arizona
$1.02M +$54.1K +592 +6%
VA
400
Valmark Advisers
Ohio
$1.02M -$51.7K -566 -5%

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.