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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M -$5.07K -50 -0.4%
AP
377
Advisor Partners
California
$1.37M +$247K +2,435 +22%
CG
378
Colony Group
Massachusetts
$1.37M +$2.54K +25 +0.2%
CI
379
Conning Inc
Connecticut
$1.36M -$36.5K -360 -3%
JFGIW
380
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M -$9.23K -91 -0.7%
SC
381
Savant Capital
Illinois
$1.35M +$80.2K +791 +6%
NP
382
NorthRock Partners
Minnesota
$1.35M +$38.5K +380 +3%
Nordea Investment Management
383
Nordea Investment Management
Sweden
$1.34M -$682K -6,723 -33%
Qube Research & Technologies (QRT)
384
Qube Research & Technologies (QRT)
United Kingdom
$1.33M -$9.46M -93,261 -88%
Rockefeller Capital Management
385
Rockefeller Capital Management
New York
$1.32M +$57.7K +569 +5%
JAG
386
Journey Advisory Group
Kentucky
$1.32M +$453K +4,464 +54%
BCV
387
Banque Cantonale Vaudoise
Switzerland
$1.29M +$487K +4,800 +60%
LC
388
Landaas & Company
Wisconsin
$1.27M -$104K -1,021 -7%
RP
389
Rowlandmiller & Partners
Georgia
$1.24M +$20.3K +200 +2%
GWM
390
Geneos Wealth Management
Colorado
$1.24M +$205K +2,025 +20%
TC
391
Toews Corporation
New Jersey
$1.24M +$831K +8,200 +200%
WF
392
Welch & Forbes
Massachusetts
$1.23M -$195K -1,928 -14%
Jacobs Levy Equity Management
393
Jacobs Levy Equity Management
New Jersey
$1.23M -$2.01M -19,832 -62%
FTDI
394
First Trust Direct Indexing
Massachusetts
$1.19M +$147K +1,446 +14%
JIC
395
Johnson Investment Counsel
Ohio
$1.19M +$306K +3,016 +34%
BAM
396
Belpointe Asset Management
Nevada
$1.18M -$46.2K -456 -4%
EC
397
Enhancing Capital
Pennsylvania
$1.18M
HFAS
398
Hummer Financial Advisory Services
Illinois
$1.17M -$40.6K -400 -3%
IAA
399
Independent Advisor Alliance
North Carolina
$1.17M +$56.1K +553 +5%
WOC
400
West Oak Capital
California
$1.16M +$278K +2,737 +31%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.