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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
SBIA
526
Sheaff Brock Investment Advisors
Indiana
$514K +$102K +1,117 +27%
IRF
527
IBM Retirement Fund
New York
$511K -$337K -3,684 -41%
BFO
528
Boston Family Office
Massachusetts
$510K +$3.47K +38 +0.7%
RJT
529
Raymond James Trust
Florida
$508K +$88.5K +968 +23%
NSAM
530
North Star Asset Management
Wisconsin
$503K
CPWA
531
Cerro Pacific Wealth Advisors
California
$501K -$48.1K -526 -9%
MIM
532
Meridiem Investment Management
United Kingdom
$493K
SS
533
Simplicity Solutions
Minnesota
$492K +$197K +2,160 +74%
FFM
534
Forum Financial Management
Illinois
$487K +$459K +5,021 New
CA
535
Cetera Advisors
Colorado
$485K -$53.5K -585 -10%
WA
536
Wealth Architects
California
$480K +$5.39K +59 +1%
MOS
537
MGO One Seven
Ohio
$476K +$448K +4,903 New
MCM
538
Mill Capital Management
North Carolina
$468K +$441K +4,824 New
GVAG
539
Great Valley Advisor Group
Delaware
$467K -$21.8K -238 -5%
IIM
540
Ipswich Investment Management
Massachusetts
$466K
CA
541
Clearstead Advisors
Ohio
$464K -$6.03K -66 -1%
BOPW
542
Brandywine Oak Private Wealth
Pennsylvania
$461K +$20.1K +220 +5%
LIA
543
LS Investment Advisors
Michigan
$459K
MW
544
Marcum Wealth
Ohio
$459K +$457 +5 +0.1%
BWM
545
Buckley Wealth Management
Nevada
$454K -$20.4K -223 -5%
ACM
546
Advisors Capital Management
New Jersey
$454K +$4.66K +51 +1%
TW
547
TrinityPoint Wealth
Connecticut
$453K +$6.4K +70 +2%
ZIM
548
Zacks Investment Management
Illinois
$453K +$33.5K +367 +9%
IFG
549
Independent Financial Group
California
$452K
DWA
550
Douglass Winthrop Advisors
New York
$447K

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.