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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
IB
726
Intrust Bank
Kansas
$242K -$4.57K -50 -2%
WPW
727
Warther Private Wealth
Ohio
$242K +$230K +2,515 New
FCI
728
Financial Counselors Inc
Kansas
$239K +$2.56K +28 +1%
EWM
729
Executive Wealth Management
Michigan
$238K +$1.92K +21 +0.9%
BJL
730
Brighton Jones LLC
Washington
$238K +$2.74K +30 +1%
BS
731
Boenning & Scattergood
Pennsylvania
$237K +$3.2K +35 +1%
CIC
732
Carnegie Investment Counsel
Ohio
$236K -$464K -5,080 -68%
SFA
733
Sequoia Financial Advisors
Ohio
$234K +$221K +2,414 New
SWM
734
SeaCrest Wealth Management
New York
$233K -$731 -8 -0.3%
BHIA
735
Birch Hill Investment Advisors
Massachusetts
$233K +$219K +2,397 New
DU
736
Delphia (USA)
Ontario, Canada
$232K +$219K +2,394 New
MME
737
Meag Munich Ergo
Germany
$231K
WPC
738
White Pine Capital
Minnesota
$230K -$18.3K -200 -8%
SGK
739
Steigerwald Gordon & Koch
Virginia
$230K +$1.83K +20 +0.9%
WDL
740
Well Done LLC
Michigan
$229K
RBFC
741
Roman Butler Fullerton & Co
Missouri
$229K +$1.65K +18 +0.8%
KA
742
Kovack Advisors
Florida
$228K -$206K -2,250 -49%
MMG
743
Monetary Management Group
Missouri
$228K
MGIA
744
Moneta Group Investment Advisors
Missouri
$228K +$215K +2,349 New
BAS
745
Brown Advisory Securities
Maryland
$227K
MCM
746
MAI Capital Management
Ohio
$227K +$214K +2,343 New
ECM
747
Exchange Capital Management
Michigan
$225K +$211K +2,313 New
Kovitz Investment Group Partners
748
Kovitz Investment Group Partners
Illinois
$225K +$224K +2,447 New
Wealth Enhancement Advisory Services
749
Wealth Enhancement Advisory Services
Minnesota
$224K -$1.4M -15,346 -87%
HI
750
Horizon Investments
North Carolina
$224K +$211K +2,311 New

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.