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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
SCA
476
Snowden Capital Advisors
New York
$781K -$79.1K -780 -9%
IA
477
IFP Advisors
Florida
$768K
Axa
478
Axa
France
$767K +$32.5K +321 +4%
OC
479
Oarsman Capital
Wisconsin
$765K -$331K -3,263 -30%
TNBTD
480
Trustmark National Bank Trust Department
Mississippi
$763K +$473K +4,662 +159%
APP
481
Avantax Planning Partners
Iowa
$758K -$18.5K -182 -2%
BNP Paribas Asset Management
482
BNP Paribas Asset Management
France
$755K
Fiera Capital (Canada)
483
Fiera Capital (Canada)
Quebec, Canada
$754K -$205K -2,025 -21%
MG
484
Mather Group
Illinois
$746K +$84.7K +835 +13%
S
485
SignatureFD
Georgia
$741K +$53.6K +529 +8%
LF
486
Lantz Financial
Illinois
$740K
AMG
487
Advisors Management Group
Wisconsin
$739K -$28.6K -282 -4%
IHL
488
Investment House LLC
California
$735K
TPCW
489
TD Private Client Wealth
New York
$728K -$14.2K -140 -2%
BPA
490
Beacon Pointe Advisors
California
$728K +$7.1K +70 +1%
JF
491
JSF Financial
California
$723K +$49.2K +485 +7%
CSIC
492
Clifford Swan Investment Counsel
California
$719K
Fidelity International
493
Fidelity International
Bermuda
$716K +$721K +7,110 New
MCM
494
MAI Capital Management
Ohio
$714K +$255K +2,511 +55%
SC
495
Steph & Co
Wisconsin
$713K
MPI
496
Mairs & Power Inc
Minnesota
$706K -$10.1K -100 -1%
WB
497
WesBanco Bank
West Virginia
$705K
NW
498
NewEdge Wealth
Pennsylvania
$705K +$710K +7,006 New
BBVA
499
Banco Bilbao Vizcaya Argentaria
Spain
$700K +$2.74K +27 +0.4%
WANY
500
Wealthspire Advisors (New York)
New York
$697K +$370K +3,647 +111%

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.