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WEC Energy

962 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 315 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 66

38% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $14.7M

6% more funds holding

Funds holding: 908962 (+54)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 315

1% less ownership

Funds ownership: 73.63%72.63% (-1%)

6% less capital invested

Capital invested by funds: $22.5B → $21.1B (-$1.38B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
962
Holders Change
+54
Holders Change %
+5.95%
% of All Funds
17.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
134
Increased
307
Reduced
315
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
476
Gradient Investments
Minnesota
$683K
LMAM
477
Legg Mason Asset Management
Japan
$678K +$717K +7,364 New
MPI
478
Mairs & Power Inc
Minnesota
$674K
WSFS
479
Wilmington Savings Fund Society
Delaware
$673K -$4.87K -50 -0.7%
MWM
480
Mission Wealth Management
California
$670K +$409K +4,208 +137%
MHIC
481
Marble Harbor Investment Counsel
Massachusetts
$667K
LF
482
Lantz Financial
Illinois
$662K -$10.9K -112 -2%
Rafferty Asset Management
483
Rafferty Asset Management
New York
$659K +$176K +1,811 +34%
MC
484
Moors & Cabot
Massachusetts
$647K -$58.1K -597 -8%
CA
485
Cornerstone Advisors
North Carolina
$644K +$681K +7,000 New
WAS
486
Winch Advisory Services
Wisconsin
$640K -$10.6K -109 -2%
RJT
487
Raymond James Trust
Florida
$639K -$57.7K -593 -8%
CC
488
Chicago Capital
Illinois
$639K
AT
489
Arden Trust
Delaware
$636K -$30K -308 -4%
RWA
490
Ropes Wealth Advisors
Massachusetts
$635K -$48.7K -501 -7%
BBVA
491
Banco Bilbao Vizcaya Argentaria
Spain
$634K +$86.2K +886 +15%
CT
492
Chicago Trust
Illinois
$629K +$876 +9 +0.1%
CT
493
Coastline Trust
Rhode Island
$617K +$22.4K +230 +4%
IAIM
494
International Assets Investment Management
Florida
$616K +$350K +3,592 +116%
OSNBOA
495
Old Second National Bank of Aurora
Illinois
$610K -$26.8K -275 -4%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$609K +$98.3K +1,010 +18%
MLFP
497
MPS Loria Financial Planners
Illinois
$601K +$346K +3,551 +115%
EA
498
Elm Advisors
California
$598K -$85.3K -877 -12%
OCG
499
Opus Capital Group
Ohio
$598K
FF
500
FourThought Financial
Florida
$598K +$632K +6,498 New

WEC Hedge Fund Activity: Q4 2020 in Review

962 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2020, worth a combined $21.1B — down 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WEC positions and 66 closed out — a net gain of 68 holders — while 307 added to existing stakes and 315 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $97M. The largest seller was UBS AM, cutting an estimated $145M.

  • 962 institutional investors held WEC Energy (WEC) as of Q4 2020, up from 908 in Q3 2020.
  • Funds reported $21.1B of WEC Energy stock for Q4 2020, down 6.2% quarter-over-quarter.
  • 134 funds opened new WEC Energy positions in Q4 2020 and 66 closed out, a net change of +68 holders.
  • The largest WEC Energy buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $97M added.
  • The largest WEC Energy seller in Q4 2020 was UBS AM, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.