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WEC Energy

928 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 311 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 72.91%73.02% (+0.11%)

1% less capital invested

Capital invested by funds: $20.4B → $20.3B (-$131M)

5% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $19.4M

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 329

2% less funds holding

Funds holding: 948928 (-20)

12% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
928
Holders Change
-20
Holders Change %
-2.11%
% of All Funds
16.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
311
Reduced
329
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$51.3M -$5.04M -53,758 -8%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$48.1M -$679K -7,241 -1%
Renaissance Technologies
53
Renaissance Technologies
New York
$46.3M +$28.8M +307,300 +141%
National Pension Service
54
National Pension Service
South Korea
$45M -$1.11M -11,807 -2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$43.9M -$6.3M -67,227 -12%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$43.7M -$14M -149,093 -23%
Citigroup
57
Citigroup
New York
$43.4M +$8.98M +95,768 +24%
VRS
58
Virginia Retirement Systems
Virginia
$42.9M -$18.8K -200 -0%
Victory Capital Management
59
Victory Capital Management
Texas
$41.6M -$3.97M -42,316 -8%
Point72 Asset Management
60
Point72 Asset Management
Connecticut
$40.2M +$42.8M +455,889 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$40.1M +$178K +1,900 +0.4%
DP
62
Dearborn Partners
Illinois
$40M +$180K +1,920 +0.4%
Citadel Advisors
63
Citadel Advisors
Florida
$38.9M -$61.3M -654,053 -60%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$38.8M -$2.72M -28,974 -6%
MAM
65
Martingale Asset Management
Massachusetts
$38.3M -$7.54M -80,397 -16%
Teacher Retirement System of Texas
66
Teacher Retirement System of Texas
Texas
$36.9M +$4.53M +48,312 +13%
AllianceBernstein
67
AllianceBernstein
Tennessee
$36.6M -$348K -3,713 -0.9%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$36.6M +$2.32M +24,720 +6%
HNB
69
Huntington National Bank
Ohio
$36.1M +$657K +7,006 +2%
NIG
70
NFJ Investment Group
Texas
$35.8M -$1.65M -17,635 -4%
CIMLRA
71
CBRE Investment Management Listed Real Assets
Pennsylvania
$34.2M +$36.4M +387,704 New
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$34M -$41.5K -443 -0.1%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$31.5M +$833K +8,884 +3%
MWNA
74
Marshall Wace North America
New York
$30.7M +$32.2M +343,387 +7,333%
RG
75
Rathbones Group
United Kingdom
$30M +$588K +6,270 +2%

WEC Hedge Fund Activity: Q3 2021 in Review

928 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2021, worth a combined $20.3B — down 0.64% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of WEC and 59 opened new positions — a net loss of 8 holders — while 329 trimmed existing stakes and 311 added.

The largest buyer was UBS AM, adding an estimated $75.8M. The largest seller was ClearBridge Investments, cutting an estimated $69.5M.

  • 928 institutional investors held WEC Energy (WEC) as of Q3 2021, down from 948 in Q2 2021.
  • Funds reported $20.3B of WEC Energy stock for Q3 2021, down 0.64% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q3 2021 and 67 closed out, a net change of -8 holders.
  • The largest WEC Energy buyer in Q3 2021 was UBS AM, an estimated $75.8M added.
  • The largest WEC Energy seller in Q3 2021 was ClearBridge Investments, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2021.