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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
NAMM
601
NorthStar Asset Management (Massachusetts)
Massachusetts
$453K
BFS
602
Bradley Foster & Sargent
Connecticut
$449K
CFG
603
CMC Financial Group
Georgia
$449K
NFG
604
Nations Financial Group
Iowa
$445K
OTL
605
Oak Thistle LLC
New York
$439K +$442K +4,362 New
CFG
606
Citizens Financial Group
Rhode Island
$438K -$1.42K -14 -0.3%
AIP
607
Ameritas Investment Partners
Nebraska
$436K -$14.3K -141 -3%
FAFN
608
First Affirmative Financial Network
Colorado
$436K +$304 +3 +0.1%
CPSC
609
Carl P. Sherr & Co
Massachusetts
$433K
TFO
610
Tarbox Family Office
California
$431K +$101 +1 +0%
AIM
611
Alhambra Investment Management
Florida
$429K
PWPS
612
Pinnacle Wealth Planning Services
Ohio
$429K +$433K +4,267 New
ZCM
613
Ziegler Capital Management
Illinois
$427K +$430K +4,239 New
1SB
614
1ST Source Bank
Indiana
$423K
AF
615
Advisornet Financial
Minnesota
$422K +$27.2K +268 +7%
BCM
616
Becker Capital Management
Oregon
$416K -$15.2K -150 -3%
MFS
617
Mirabella Financial Services
United Kingdom
$415K -$87K -858 -17%
SS
618
Simplicity Solutions
Minnesota
$411K +$38.4K +379 +10%
TCA
619
Transcend Capital Advisors
New Jersey
$409K -$14.5K -143 -3%
HT
620
Heritage Trust
Oklahoma
$409K -$2.84K -28 -0.7%
BFS
621
Bard Financial Services
Connecticut
$409K
CI
622
Cigna Investments
Connecticut
$408K -$148K -1,457 -26%
OIA
623
OneDigital Investment Advisors
Kansas
$408K +$1.72K +17 +0.4%
CCMD
624
Cypress Capital Management (Delaware)
Delaware
$403K
SMC
625
Smith, Moore & Co
Missouri
$401K +$101 +1 +0%

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.