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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
SP
626
Successful Portfolios
Florida
$340K -$3.2K -35 -1%
AAM
627
Ascension Asset Management
New York
$340K
WJWM
628
Williams Jones Wealth Management
New York
$340K
IC
629
IEQ Capital
California
$340K +$24.9K +272 +8%
MPM
630
MBB Public Markets
Illinois
$338K +$318K +3,478 New
WAM
631
WFA Asset Management
Wisconsin
$337K +$318K +3,474 New
HF
632
HRT Financial
New York
$337K +$318K +3,480 New
NPF
633
Norris Perne & French
Michigan
$331K -$11.4K -125 -4%
LCM
634
Lewis Capital Management
California
$331K +$312K +3,410 New
CA
635
Crewe Advisors
Utah
$328K +$8.87K +97 +3%
SAM
636
Summit Asset Management
Tennessee
$327K +$2.74K +30 +0.9%
ZB
637
Zions Bancorporation
Utah
$324K -$640 -7 -0.2%
RWA
638
Ropes Wealth Advisors
Massachusetts
$323K -$566K -6,190 -65%
CAM
639
Centre Asset Management
New York
$323K -$27.3K -299 -8%
SFI
640
Siemens Fonds Invest
Germany
$322K -$1.1K -12 -0.4%
IWA
641
Inspirion Wealth Advisors
Illinois
$320K -$30.7K -336 -9%
BBNA
642
Bremer Bank National Association
Minnesota
$320K +$36.6K +400 +14%
HWMG
643
Hurlow Wealth Management Group
Indiana
$320K +$64.7K +708 +24%
SIM
644
Sentry Investment Management
Wisconsin
$318K +$33.5K +366 +13%
PTC
645
Private Trust Company
Ohio
$317K -$429K -4,695 -59%
DLCIG
646
D.L. Carlson Investment Group
New Hampshire
$316K
FMTC
647
Farmers & Merchants Trust Company
California
$316K
SW
648
SkyOak Wealth
Michigan
$316K
SIAM
649
Sterling Investment Advisors (Missouri)
Missouri
$315K
Federated Hermes
650
Federated Hermes
Pennsylvania
$314K +$14.4K +158 +5%

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.