We are live on ! Find out more
WEC icon

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
1IA
526
1834 Investment Advisors
Wisconsin
$623K +$68.4K +675 +12%
TA
527
Tiedemann Advisors
New York
$620K -$5.88K -58 -0.9%
WSFS
528
Wilmington Savings Fund Society
Delaware
$619K +$183K +1,807 +42%
MAM
529
Meeder Asset Management
Ohio
$610K +$86.1K +849 +16%
BWM
530
Buckley Wealth Management
Nevada
$608K -$14K -138 -2%
SPC
531
Sigma Planning Corp
Michigan
$607K -$47.3K -467 -7%
MHIC
532
Marble Harbor Investment Counsel
Massachusetts
$607K +$28.6K +282 +5%
CAG
533
Csenge Advisory Group
Florida
$606K -$25.2K -249 -4%
BIM
534
Bridges Investment Management
Nebraska
$603K
CC
535
Chicago Capital
Illinois
$600K
VFPW
536
Vantage Financial Partners (Wisconsin)
Wisconsin
$599K +$3.35K +33 +0.6%
RCM
537
Raleigh Capital Management
North Carolina
$597K +$601K +5,925 New
JWM
538
Jackson Wealth Management
Florida
$594K -$922K -9,094 -61%
WDC
539
Woodward Diversified Capital
California
$591K +$595K +5,868 New
OSNBOA
540
Old Second National Bank of Aurora
Illinois
$589K
IGWM
541
ICA Group Wealth Management
Colorado
$589K +$27.1K +267 +5%
WPA
542
West Paces Advisors
Georgia
$576K -$507 -5 -0.1%
MP
543
McDonald Partners
Ohio
$574K -$507 -5 -0.1%
DA
544
Drake & Associates
Wisconsin
$574K +$579K +5,707 New
FMLI
545
Fukoku Mutual Life Insurance
Japan
$572K
EWA
546
EP Wealth Advisors
California
$571K +$135K +1,332 +31%
TMAM
547
Tokio Marine Asset Management
Japan
$569K +$134K +1,321 +30%
ACM
548
AlphaStar Capital Management
North Carolina
$566K +$126K +1,247 +28%
GVAG
549
Great Valley Advisor Group
Delaware
$565K +$84.4K +832 +17%
HWM
550
HB Wealth Management
Georgia
$563K +$351K +3,460 +162%

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.