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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
FNBT
551
FineMark National Bank & Trust
Florida
$562K +$2.54K +25 +0.4%
CC
552
Courier Capital
New York
$561K
IC
553
IEQ Capital
California
$560K +$161K +1,584 +40%
FBA
554
Front Barnett Associates
Illinois
$559K
GSB
555
Greenfield Savings Bank
Massachusetts
$557K +$561K +5,534 New
BTWM
556
Baker Tilly Wealth Management
Wisconsin
$556K -$18.9K -186 -3%
OPS
557
Orion Portfolio Solutions
Nebraska
$549K +$2.03K +20 +0.4%
SFI
558
SPC Financial Inc
Maryland
$548K -$20.3K -200 -4%
LI
559
LVZ Inc
Michigan
$546K
AWS
560
Atria Wealth Solutions
New York
$541K +$98.7K +973 +22%
AIP
561
Almanack Investment Partners
Pennsylvania
$536K -$6.08K -60 -1%
SBIA
562
Sheaff Brock Investment Advisors
Indiana
$536K +$1.52K +15 +0.3%
ACI
563
Alpha Cubed Investments
California
$534K +$43K +424 +9%
CTA
564
Chesley Taft & Associates
Illinois
$531K -$6.59K -65 -1%
BFO
565
Boston Family Office
Massachusetts
$528K
NSAM
566
North Star Asset Management
Wisconsin
$522K
MLL
567
Moody Lynn & Lieberson
Massachusetts
$522K +$68.9K +680 +15%
TCOT
568
Trust Company of Toledo
Ohio
$519K +$3.85K +38 +0.7%
MOS
569
MGO One Seven
Ohio
$517K +$19.7K +194 +4%
BCM
570
Brookstone Capital Management
Illinois
$512K -$3.75K -37 -0.7%
MIM
571
Meridiem Investment Management
United Kingdom
$512K
SBWIC
572
Schaper Benz & Wise Investment Counsel
Wisconsin
$511K
HI
573
Horizon Investments
North Carolina
$511K +$233K +2,297 +83%
BO
574
Bank OZK
Arkansas
$505K
AWA
575
Arete Wealth Advisors
Illinois
$504K +$508K +5,008 New

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.