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WEC Energy

908 hedge funds and large institutions have $22.5B invested in WEC Energy in 2020 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 280 increasing their positions, 332 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $14.8M

17% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $20.3B → $22.5B (+$2.18B)

0% more funds holding

Funds holding: 904908 (+4)

0.31% more ownership

Funds ownership: 73.33%73.63% (+0.31%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

16% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 332

Holders
908
Holders Change
+4
Holders Change %
+0.44%
% of All Funds
18.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
84
Increased
280
Reduced
332
Closed
72
Calls
$43.9M
Puts
$14.8M
Net Calls
+$29.1M
Net Calls Change
+$6.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Crewe Advisors
Utah
$316K
SW
627
SkyOak Wealth
Michigan
$316K
KFGK
628
Keystone Financial Group (Kentucky)
Kentucky
$316K +$36.2K +389 +14%
SIAM
629
Sterling Investment Advisors (Missouri)
Missouri
$315K
ISL
630
Ingalls & Snyder LLC
New York
$311K -$2.33K -25 -0.8%
AIM
631
Anchor Investment Management
South Carolina
$310K
PCM
632
Prelude Capital Management
New York
$305K +$293K +3,146 New
CAAS
633
Capital Asset Advisory Services
Michigan
$304K +$652 +7 +0.2%
VVP
634
Venture Visionary Partners
Ohio
$302K
IAIM
635
International Assets Investment Management
Florida
$301K -$89.8K -964 -24%
SW
636
StrongBox Wealth
Missouri
$301K -$9.13K -98 -3%
MLFP
637
MPS Loria Financial Planners
Illinois
$300K +$1.96K +21 +0.7%
RCAG
638
Rehmann Capital Advisory Group
Michigan
$300K -$1.4K -15 -0.5%
CP
639
Covenant Partners
Tennessee
$299K -$44.1K -473 -13%
WKWM
640
Walter & Keenan Wealth Management
Indiana
$299K -$37K -397 -11%
CA
641
Cetera Advisors
Colorado
$299K -$21.6K -232 -7%
HT
642
Heritage Trust
Oklahoma
$298K
MWM
643
Mission Wealth Management
California
$297K
CFS
644
CRA Financial Services
New Jersey
$294K -$839 -9 -0.3%
TBA
645
Tower Bridge Advisors
Pennsylvania
$289K -$141K -1,515 -34%
TMAM
646
Tokio Marine Asset Management
Japan
$288K +$19K +204 +7%
SWA
647
Sutton Wealth Advisors
Florida
$285K -$652 -7 -0.2%
PP
648
Paloma Partners
Connecticut
$283K -$4.86M -52,191 -95%
SVWAG
649
Sound View Wealth Advisors Group
Georgia
$283K
DJSG
650
D.J. St. Germain
Massachusetts
$282K -$12.6K -135 -4%

WEC Hedge Fund Activity: Q3 2020 in Review

908 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2020, worth a combined $22.5B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new WEC positions and 72 closed out — a net gain of 12 holders — while 280 added to existing stakes and 332 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $329M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 908 institutional investors held WEC Energy (WEC) as of Q3 2020, up from 904 in Q2 2020.
  • Funds reported $22.5B of WEC Energy stock for Q3 2020, up 11% quarter-over-quarter.
  • 84 funds opened new WEC Energy positions in Q3 2020 and 72 closed out, a net change of +12 holders.
  • The largest WEC Energy buyer in Q3 2020 was Magellan Asset Management, an estimated $329M added.
  • The largest WEC Energy seller in Q3 2020 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q3 2020.