We are live on ! Find out more
WEC icon

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
OSNBOA
501
Old Second National Bank of Aurora
Illinois
$589K +$24.7K +270 +4%
VFPW
502
Vantage Financial Partners (Wisconsin)
Wisconsin
$582K +$548K +5,996 New
JAG
503
Journey Advisory Group
Kentucky
$571K +$65.6K +718 +14%
WPA
504
West Paces Advisors
Georgia
$566K -$22.5K -246 -4%
OPS
505
Orion Portfolio Solutions
Nebraska
$563K -$52.3K -572 -9%
WSFS
506
Wilmington Savings Fund Society
Delaware
$562K -$89K -974 -14%
SCM
507
Stevens Capital Management
Pennsylvania
$561K +$319K +3,491 +153%
MHIC
508
Marble Harbor Investment Counsel
Massachusetts
$558K
FMLI
509
Fukoku Mutual Life Insurance
Japan
$551K +$17.4K +190 +3%
Los Angeles Capital Management
510
Los Angeles Capital Management
California
$548K -$90K -985 -15%
SFI
511
SPC Financial Inc
Maryland
$548K +$9.14K +100 +2%
TVWM
512
Tower View Wealth Management
Wisconsin
$547K +$2.38K +26 +0.5%
SSA
513
Schonfeld Strategic Advisors
New York
$546K -$3.13M -34,291 -86%
AP
514
Appleton Partners
Massachusetts
$541K
AIP
515
Almanack Investment Partners
Pennsylvania
$540K +$3.29K +36 +0.7%
FBA
516
Front Barnett Associates
Illinois
$539K -$4.57K -50 -0.9%
FNBT
517
FineMark National Bank & Trust
Florida
$538K -$3.02K -33 -0.6%
LI
518
LVZ Inc
Michigan
$527K
EF
519
Empirical Finance
Pennsylvania
$525K +$133K +1,455 +37%
CTA
520
Chesley Taft & Associates
Illinois
$519K -$201K -2,200 -29%
Cerity Partners
521
Cerity Partners
New York
$519K -$189K -2,064 -55%
CCM
522
Compton Capital Management
Rhode Island
$519K
BCM
523
Brookstone Capital Management
Illinois
$517K -$10.2K -112 -2%
TCOT
524
Trust Company of Toledo
Ohio
$516K
HI
525
Hudock Inc
Pennsylvania
$515K +$65.5K +717 +16%

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.