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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
AG
576
Ascent Group
Virginia
$503K +$156K +1,541 +47%
WA
577
Wealth Architects
California
$498K
ZIC
578
ZWJ Investment Counsel
Georgia
$497K +$50.7K +500 +11%
HI
579
Hudock Inc
Pennsylvania
$492K +$1.62K +16 +0.3%
MW
580
Marcum Wealth
Ohio
$490K +$12.9K +127 +3%
AP
581
Appleton Partners
Massachusetts
$489K -$73K -720 -13%
TW
582
TrinityPoint Wealth
Connecticut
$486K +$8.92K +88 +2%
MCM
583
Mill Capital Management
North Carolina
$485K
PFG
584
PAX Financial Group
Texas
$485K +$22K +217 +5%
CA
585
Clearstead Advisors
Ohio
$481K
EH
586
Equitable Holdings
New York
$481K +$147K +1,449 +44%
MGP
587
Metis Global Partners
California
$479K -$24.1K -238 -5%
RMCM
588
Reynders McVeigh Capital Management
Massachusetts
$479K +$198K +1,954 +70%
LIA
589
LS Investment Advisors
Michigan
$476K
CFGS
590
Concourse Financial Group Securities
Alabama
$475K +$324K +3,194 +209%
ACM
591
Advisors Capital Management
New Jersey
$472K +$1.82K +18 +0.4%
SW
592
SVB Wealth
Massachusetts
$471K +$50.6K +499 +12%
Bessemer Group
593
Bessemer Group
New Jersey
$470K -$145K -1,431 -23%
FFM
594
Forum Financial Management
Illinois
$469K
BOPW
595
Brandywine Oak Private Wealth
Pennsylvania
$464K +$203 +2 +0%
CPWA
596
Cerro Pacific Wealth Advisors
California
$463K -$62.1K -612 -12%
DWA
597
Douglass Winthrop Advisors
New York
$463K
APF
598
Alaska Permanent Fund
Alaska
$459K +$377K +3,715 +442%
MCM
599
McDonough Capital Management
Florida
$453K
ST
600
Smithfield Trust
Pennsylvania
$453K

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.