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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
726
Hurlow Wealth Management Group
Indiana
$286K
OCG
727
Opus Capital Group
Ohio
$283K
PWM
728
Perigon Wealth Management
California
$280K +$22.7K +224 +9%
FMTC
729
Farmers & Merchants Trust Company
California
$278K
BFM
730
Boston Financial Management
Massachusetts
$278K +$30.1K +297 +12%
FCB
731
First Command Bank
Texas
$277K -$1.82K -18 -0.6%
FCFS
732
First Command Financial Services
Texas
$277K -$1.82K -18 -0.6%
TAM
733
Tocqueville Asset Management
New York
$277K
FIB
734
First Interstate Bank
Montana
$274K +$276K +2,725 New
KWM
735
KerberRose Wealth Management
Wisconsin
$274K +$276K +2,725 New
SI
736
Stephens Inc
Arkansas
$273K -$27.9K -275 -9%
AAM
737
Autus Asset Management
Arizona
$272K -$7.4K -73 -3%
AIM
738
Arcadia Investment Management
Michigan
$272K
MA
739
MJP Associates
Connecticut
$272K +$7.2K +71 +3%
KFA
740
Krane Funds Advisors
New York
$272K +$274K +2,699 New
IA
741
IFG Advisors
Missouri
$269K
SW
742
SkyOak Wealth
Michigan
$268K -$60.7K -599 -18%
VWA
743
V Wealth Advisors
Kansas
$268K +$203 +2 +0.1%
GRP
744
Global Retirement Partners
California
$265K +$4.36K +43 +2%
BFIM
745
Beese Fulmer Investment Management
Ohio
$264K
FMTCOCP
746
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$264K
JMF
747
Johnson Midwest Financial
Iowa
$263K
MCWS
748
McKinley Carter Wealth Services
West Virginia
$262K +$20K +197 +8%
SWM
749
SeaCrest Wealth Management
New York
$262K +$20.7K +204 +9%
AFS
750
Axiom Financial Strategies
Indiana
$261K

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.