We are live on ! Find out more
WEC icon

WEC Energy

962 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 315 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 66

38% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $14.7M

6% more funds holding

Funds holding: 908962 (+54)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 315

1% less ownership

Funds ownership: 73.63%72.63% (-1%)

6% less capital invested

Capital invested by funds: $22.5B → $21.1B (-$1.38B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
962
Holders Change
+54
Holders Change %
+5.95%
% of All Funds
17.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
134
Increased
307
Reduced
315
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
676
Empirical Finance
Pennsylvania
$292K +$54.2K +557 +21%
MC
677
Maverick Capital
Texas
$292K +$309K +3,172 New
SW
678
StrongBox Wealth
Missouri
$286K
NAG
679
Northstar Advisory Group
New Jersey
$282K +$298K +3,067 New
MG
680
Mather Group
Illinois
$281K +$297K +3,048 New
TMAM
681
Tokio Marine Asset Management
Japan
$280K +$7.01K +72 +2%
CFS
682
CRA Financial Services
New Jersey
$279K
ISL
683
Ingalls & Snyder LLC
New York
$276K -$20.8K -214 -7%
TBA
684
Tower Bridge Advisors
Pennsylvania
$275K
CGL
685
Clarius Group LLC
Washington
$274K +$29.7K +305 +11%
SWA
686
Sutton Wealth Advisors
Florida
$273K +$1.46K +15 +0.5%
SL
687
Stevard LLC
Illinois
$271K -$104K -1,073 -27%
HT
688
Heritage Trust
Oklahoma
$270K -$14.5K -149 -5%
DJSG
689
D.J. St. Germain
Massachusetts
$268K
BCM
690
BTR Capital Management
California
$268K +$1.95K +20 +0.7%
BAM
691
Berkshire Asset Management
Pennsylvania
$267K +$56.8K +584 +25%
IP
692
Investment Partners
Ohio
$266K +$282K +2,895 New
AFS
693
Axiom Financial Strategies
Indiana
$264K
PFG
694
PAX Financial Group
Texas
$264K +$280K +2,874 New
MIM
695
MTM Investment Management
South Carolina
$263K +$278K +2,860 New
CAMG
696
CWA Asset Management Group
Florida
$262K +$1.65K +17 +0.6%
DWM
697
Doyle Wealth Management
Florida
$261K +$70.1K +720 +34%
BFM
698
Boston Financial Management
Massachusetts
$258K -$52.5K -540 -16%
BIM
699
Baldwin Investment Management
Pennsylvania
$258K
PWP
700
Principle Wealth Partners
Connecticut
$258K +$58.4K +600 +27%

WEC Hedge Fund Activity: Q4 2020 in Review

962 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2020, worth a combined $21.1B — down 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WEC positions and 66 closed out — a net gain of 68 holders — while 307 added to existing stakes and 315 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $97M. The largest seller was UBS AM, cutting an estimated $145M.

  • 962 institutional investors held WEC Energy (WEC) as of Q4 2020, up from 908 in Q3 2020.
  • Funds reported $21.1B of WEC Energy stock for Q4 2020, down 6.2% quarter-over-quarter.
  • 134 funds opened new WEC Energy positions in Q4 2020 and 66 closed out, a net change of +68 holders.
  • The largest WEC Energy buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $97M added.
  • The largest WEC Energy seller in Q4 2020 was UBS AM, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.