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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
PWP
701
Principle Wealth Partners
Connecticut
$260K
CL
702
Choreo LLC
Illinois
$260K +$7.31K +80 +3%
IA
703
IFG Advisors
Missouri
$259K
MA
704
MJP Associates
Connecticut
$257K -$176K -1,925 -42%
VWA
705
V Wealth Advisors
Kansas
$256K -$8.96K -98 -4%
BFIM
706
Beese Fulmer Investment Management
Ohio
$255K
FMTCOCP
707
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K +$12.7K +139 +6%
JMF
708
Johnson Midwest Financial
Iowa
$254K -$219K -2,401 -92%
AFS
709
Axiom Financial Strategies
Indiana
$254K -$11.3K -124 -5%
FB
710
Fulton Bank
Pennsylvania
$252K +$1.74K +19 +0.7%
PWM
711
Perigon Wealth Management
California
$252K +$237K +2,593 New
TBA
712
Tower Bridge Advisors
Pennsylvania
$251K -$36.6K -400 -13%
DY
713
Dowling & Yahnke
California
$249K
YWP
714
YorkBridge Wealth Partners
New York
$249K
PFO
715
Pathstone Family Office
New Jersey
$249K +$235K +2,567 New
FWM
716
Fairhaven Wealth Management
Illinois
$248K
BCI
717
Brinker Capital Investments
Pennsylvania
$248K +$22.4K +245 +11%
WPC
718
Waters Parkerson & Co
Louisiana
$247K -$1.47M -16,098 -86%
QCG
719
Quadrant Capital Group
Ohio
$247K +$19.9K +218 +9%
PCWA
720
Pacific Capital Wealth Advisors
California
$246K
IP
721
Isthmus Partners
Wisconsin
$245K -$115K -1,253 -33%
FFA
722
Freedman Financial Associates
Massachusetts
$245K
SF
723
Synovus Financial
Georgia
$244K -$10.4K -114 -4%
CAM
724
CenterStar Asset Management
Illinois
$244K
CFA
725
Capstone Financial Advisors
Illinois
$243K

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.