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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
AP
401
Advisor Partners
California
$1.02M +$48.4K +529 +5%
FLPIM
402
F.L. Putnam Investment Management
Massachusetts
$1.01M +$317K +3,472 +50%
AWM
403
Apollon Wealth Management
South Carolina
$1.01M +$41.4K +453 +5%
BCM
404
Brown Capital Management
Maryland
$980K
BAM
405
Blueshift Asset Management
New Jersey
$975K -$12.5M -136,270 -93%
ACP
406
Aveo Capital Partners
Colorado
$974K +$918K +10,038 New
ASBI
407
American State Bank (Iowa)
Iowa
$966K
MFT
408
Moisand Fitzgerald Tamayo
Florida
$960K +$6.86K +75 +0.8%
KNW
409
Kesler Norman & Wride
Utah
$951K +$15.4K +169 +2%
AIL
410
AGF Investments LLC
Ontario, Canada
$941K +$210K +2,294 +31%
LPT
411
Legacy Private Trust
Wisconsin
$938K -$65.8K -720 -7%
GWM
412
Geneos Wealth Management
Colorado
$932K -$173K -1,895 -16%
WA
413
Wealth Alliance
New York
$932K +$177K +1,933 +25%
VPIM
414
Vanguard Personalized Indexing Management
California
$930K +$188K +2,055 +27%
VHAM
415
Van Hulzen Asset Management
California
$925K +$871K +9,534 New
CAM
416
Carret Asset Management
New York
$922K -$9.14K -100 -1%
BNP Paribas Asset Management
417
BNP Paribas Asset Management
France
$920K -$135K -1,473 -13%
WAM
418
WNY Asset Management
New York
$913K -$3.56K -39 -0.4%
VCP
419
Vista Capital Partners
Oregon
$905K -$290K -3,169 -25%
AC
420
Alley Company
Illinois
$903K -$3.66K -40 -0.4%
ST
421
Spinnaker Trust
Maine
$903K
PP
422
Paloma Partners
Connecticut
$890K -$1.41M -15,450 -63%
DADC
423
D.A. Davidson & Co
Montana
$876K +$15.5K +170 +2%
JIC
424
Johnson Investment Counsel
Ohio
$872K -$1.37K -15 -0.2%
MFS
425
Mirabella Financial Services
United Kingdom
$869K +$485K +5,304 +145%

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.