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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
WT
651
Whittier Trust
California
$314K +$183K +2,000 +163%
AG
652
Ascent Group
Virginia
$314K +$296K +3,237 New
WP
653
WealthShield Partners
North Carolina
$312K +$294K +3,219 New
B
654
Bailard
California
$311K
SVWAG
655
Sound View Wealth Advisors Group
Georgia
$310K -$3.02K -33 -1%
GIA
656
Gladstone Institutional Advisory
Florida
$309K -$55.1K -603 -16%
BBA
657
BLB&B Advisors
Pennsylvania
$303K -$17.2K -188 -6%
P
658
Pitcairn
Pennsylvania
$303K -$16.7K -183 -6%
SW
659
StrongBox Wealth
Missouri
$302K -$110K -1,203 -28%
RMCM
660
Reynders McVeigh Capital Management
Massachusetts
$302K
RCAG
661
Rehmann Capital Advisory Group
Michigan
$301K -$12.4K -136 -4%
CAAS
662
Capital Asset Advisory Services
Michigan
$300K -$5.49K -60 -2%
PCI
663
Planning Center Inc
Illinois
$300K +$285K +3,121 New
DWM
664
Doyle Wealth Management
Florida
$298K +$22.1K +242 +9%
SFG
665
StrategIQ Financial Group
Indiana
$297K +$280K +3,065 New
RIA
666
Regal Investment Advisors
Michigan
$296K +$1.01K +11 +0.4%
CFS
667
CRA Financial Services
New Jersey
$294K
TNBTD
668
Trustmark National Bank Trust Department
Mississippi
$293K -$51.1K -559 -16%
KFGK
669
Keystone Financial Group (Kentucky)
Kentucky
$293K -$18.3K -200 -6%
IWC
670
Integrated Wealth Concepts
Massachusetts
$292K +$12.4K +136 +5%
GWM
671
GSB Wealth Management
Connecticut
$291K
SWA
672
Sutton Wealth Advisors
Florida
$291K +$2.38K +26 +0.9%
SI
673
Stephens Inc
Arkansas
$290K -$11.2K -122 -4%
CCM
674
Coldstream Capital Management
Washington
$288K -$2.33M -25,475 -90%
EWA
675
EP Wealth Advisors
California
$287K -$5.39K -59 -2%

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.