We are live on ! Find out more
WEC icon

WEC Energy

948 hedge funds and large institutions have $20.4B invested in WEC Energy in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 316 increasing their positions, 321 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $18.3M | Put options by funds: $13.6M

31% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 68

1% more funds holding

Funds holding: 934948 (+14)

2% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 321

1.2% less ownership

Funds ownership: 74.1%72.91% (-1.2%)

6% less capital invested

Capital invested by funds: $21.8B → $20.4B (-$1.4B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
948
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
16.5%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
89
Increased
316
Reduced
321
Closed
68
Calls
$18.3M
Puts
$13.6M
Net Calls
+$4.66M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$56.8M -$1.57M -16,692 -3%
Barclays
52
Barclays
United Kingdom
$56.5M +$21.7M +230,218 +57%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$50.2M -$4.38M -46,524 -8%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$49.2M +$216K +2,297 +0.4%
Amundi
55
Amundi
France
$49M +$51.9M +551,225 New
National Pension Service
56
National Pension Service
South Korea
$46.4M +$442K +4,691 +0.9%
Victory Capital Management
57
Victory Capital Management
Texas
$45.7M -$27.8M -295,564 -36%
MAM
58
Martingale Asset Management
Massachusetts
$45.7M -$2.21M -23,476 -4%
VRS
59
Virginia Retirement Systems
Virginia
$43.3M -$18.8K -200 -0%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$41.7M -$2.66M -28,210 -6%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$40.2M -$4.72M -50,132 -10%
DP
62
Dearborn Partners
Illinois
$40.2M +$258K +2,741 +0.6%
NIG
63
NFJ Investment Group
Texas
$37.7M +$107K +1,136 +0.3%
AllianceBernstein
64
AllianceBernstein
Tennessee
$37.3M -$381K -4,041 -1%
HNB
65
Huntington National Bank
Ohio
$35.8M +$1.79M +19,021 +5%
Citigroup
66
Citigroup
New York
$35.2M +$5.84M +62,014 +19%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$34.7M +$1.43M +15,162 +4%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$34.4M +$5.23M +55,520 +17%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$32.9M +$7.91M +83,947 +29%
CS
70
Credit Suisse
Switzerland
$32.1M -$14.4M -152,559 -30%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$31M -$5.44M -57,728 -14%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$30.3M +$534K +5,665 +2%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$30.2M -$366K -3,888 -1%
Nomura Asset Management
74
Nomura Asset Management
Japan
$29.9M -$508K -5,389 -2%
RG
75
Rathbones Group
United Kingdom
$29.7M +$3.84M +40,750 +14%

WEC Hedge Fund Activity: Q2 2021 in Review

948 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2021, worth a combined $20.4B — down 6.4% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new WEC positions and 68 closed out — a net gain of 21 holders — while 316 added to existing stakes and 321 trimmed.

The largest buyer was Millennium Management, adding an estimated $152M. The largest seller was Magellan Asset Management, cutting an estimated $371M.

  • 948 institutional investors held WEC Energy (WEC) as of Q2 2021, up from 934 in Q1 2021.
  • Funds reported $20.4B of WEC Energy stock for Q2 2021, down 6.4% quarter-over-quarter.
  • 89 funds opened new WEC Energy positions in Q2 2021 and 68 closed out, a net change of +21 holders.
  • The largest WEC Energy buyer in Q2 2021 was Millennium Management, an estimated $152M added.
  • The largest WEC Energy seller in Q2 2021 was Magellan Asset Management, an estimated $371M sold.

Based on aggregated 13F filings for Q2 2021.