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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
PP
576
Palladium Partners
Virginia
$407K
Jones Financial Companies
577
Jones Financial Companies
Missouri
$404K -$10.1K -110 -3%
EH
578
Equitable Holdings
New York
$402K -$125K -1,366 -25%
VDI
579
Vaughan David Investments
Illinois
$401K
FF
580
FourThought Financial
Florida
$400K -$25.5K -279 -6%
HTC
581
Haverford Trust Company
Pennsylvania
$398K -$24.1K -264 -6%
PA
582
Parallel Advisors
California
$397K -$59.8K -654 -14%
TCA
583
Transcend Capital Advisors
New Jersey
$397K +$152K +1,661 +68%
DSC
584
Duncker Streett & Co
Missouri
$396K
BFS
585
Bard Financial Services
Connecticut
$394K
SW
586
SVB Wealth
Massachusetts
$393K -$101K -1,106 -21%
FFIC
587
First Fiduciary Investment Counsel
Ohio
$393K
IWM
588
IHT Wealth Management
Illinois
$393K +$1.01K +11 +0.3%
CCMD
589
Cypress Capital Management (Delaware)
Delaware
$389K +$366K +4,003 New
SMC
590
Smith, Moore & Co
Missouri
$387K +$11.8K +129 +3%
HDIM
591
Hanson & Doremus Investment Management
Vermont
$383K
Two Sigma Advisers
592
Two Sigma Advisers
New York
$379K +$356K +3,900 New
WI
593
Wintrust Investments
Illinois
$378K +$356K +3,894 New
OIA
594
OneDigital Investment Advisors
Kansas
$376K -$5.94K -65 -2%
BONH
595
Bank of New Hampshire
New Hampshire
$376K
AF
596
Advisornet Financial
Minnesota
$376K +$5.58K +61 +2%
Bessemer Group
597
Bessemer Group
New Jersey
$376K +$68.8K +753 +24%
IA
598
IFP Advisors
Florida
$375K -$104K -1,142 -23%
CCM
599
Carlson Capital Management
Minnesota
$375K -$1.28K -14 -0.4%
GI
600
Gradient Investments
Minnesota
$374K

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.