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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
IMRF
451
Illinois Municipal Retirement Fund
Illinois
$760K +$195K +2,129 +37%
OC
452
Oppenheimer & Co
New York
$756K -$45.1K -493 -6%
Fiera Capital (Canada)
453
Fiera Capital (Canada)
Quebec, Canada
$756K +$436K +4,765 +158%
FIM
454
Freedom Investment Management
Connecticut
$750K -$18K -197 -2%
Rafferty Asset Management
455
Rafferty Asset Management
New York
$745K -$316K -3,456 -31%
MC
456
Moors & Cabot
Massachusetts
$739K -$1.92K -21 -0.3%
SWM
457
Spire Wealth Management
Virginia
$736K +$20.4K +223 +3%
DT
458
Diversified Trust
Tennessee
$730K +$37.8K +413 +6%
NAMM
459
NorthStar Asset Management (Massachusetts)
Massachusetts
$728K
ASN
460
Advisory Services Network
Georgia
$727K +$50.8K +556 +8%
LWAC
461
Laurel Wealth Advisors (California)
California
$725K +$27.9K +305 +4%
VIA
462
Vident Investment Advisory
Georgia
$718K +$49.1K +537 +8%
LF
463
Lantz Financial
Illinois
$714K
Axa
464
Axa
France
$709K
IHL
465
Investment House LLC
California
$709K
CSIC
466
Clifford Swan Investment Counsel
California
$693K
MYLI
467
Meiji Yasuda Life Insurance
Japan
$692K +$28.4K +311 +5%
SC
468
Steph & Co
Wisconsin
$688K
CI
469
Cigna Investments
Connecticut
$684K -$229K -2,500 -26%
S
470
SignatureFD
Georgia
$684K +$45.2K +495 +8%
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$682K +$183 +2 +0%
WB
472
WesBanco Bank
West Virginia
$680K
LMAM
473
Legg Mason Asset Management
Japan
$677K -$45.7K -500 -7%
TT
474
TI-Trust
Illinois
$664K +$625K +6,842 New
BPC
475
Banque Pictet & Cie
Switzerland
$660K +$621K +6,798 New

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.