We are live on ! Find out more
WEC icon

WEC Energy

962 hedge funds and large institutions have $21.1B invested in WEC Energy in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 315 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 66

38% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $14.7M

6% more funds holding

Funds holding: 908962 (+54)

3% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 315

1% less ownership

Funds ownership: 73.63%72.63% (-1%)

6% less capital invested

Capital invested by funds: $22.5B → $21.1B (-$1.38B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
962
Holders Change
+54
Holders Change %
+5.95%
% of All Funds
17.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
134
Increased
307
Reduced
315
Closed
66
Calls
$20.3M
Puts
$14.7M
Net Calls
+$5.58M
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
751
First Command Bank
Texas
$208K
FCFS
752
First Command Financial Services
Texas
$208K
TWM
753
Triton Wealth Management
Arizona
$208K
EWM
754
Evercore Wealth Management
New York
$206K +$218K +2,242 New
Members Trust
755
Members Trust
Florida
$206K +$218K +2,242 New
NP
756
NorthRock Partners
Minnesota
$205K -$10.8K -111 -5%
TFGT
757
TS Financial Group (TSFG)
Illinois
$204K
AWM
758
Altium Wealth Management
New York
$203K +$778 +8 +0.4%
FB
759
Fulton Bank
Pennsylvania
$203K +$214K +2,199 New
CM
760
Capital Management
Virginia
$202K -$148K -1,522 -41%
BHIA
761
Birch Hill Investment Advisors
Massachusetts
$202K
PHS
762
Pekin Hardy Strauss
Illinois
$202K +$214K +2,198 New
PP
763
Patten & Patten
Tennessee
$202K +$214K +2,200 New
JWCA
764
J.W. Cole Advisors
Florida
$201K -$1.35M -13,836 -86%
PWA
765
Providence Wealth Advisors
Illinois
$201K -$2.24K -23 -1%
ECM
766
Exchange Capital Management
Michigan
$201K +$212K +2,182 New
MWPCG
767
Measured Wealth Private Client Group
New Hampshire
$200K
PFGIA
768
Patriot Financial Group Insurance Agency
Massachusetts
$198K
QCG
769
Quadrant Capital Group
Ohio
$195K -$8.37K -86 -4%
IWP
770
IAG Wealth Partners
Wisconsin
$191K
M
771
MOTCO
Texas
$190K -$165K -1,693 -45%
MMG
772
Monetary Management Group
Missouri
$189K
CFB
773
Cullen/Frost Bankers
Texas
$178K -$6.91K -71 -4%
AA
774
Addison Advisors
Vermont
$177K +$187K +1,926 New
CFA
775
Carroll Financial Associates
North Carolina
$176K

WEC Hedge Fund Activity: Q4 2020 in Review

962 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2020, worth a combined $21.1B — down 6.2% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WEC positions and 66 closed out — a net gain of 68 holders — while 307 added to existing stakes and 315 trimmed.

The largest buyer was Pictet Asset Management (UK), adding an estimated $97M. The largest seller was UBS AM, cutting an estimated $145M.

  • 962 institutional investors held WEC Energy (WEC) as of Q4 2020, up from 908 in Q3 2020.
  • Funds reported $21.1B of WEC Energy stock for Q4 2020, down 6.2% quarter-over-quarter.
  • 134 funds opened new WEC Energy positions in Q4 2020 and 66 closed out, a net change of +68 holders.
  • The largest WEC Energy buyer in Q4 2020 was Pictet Asset Management (UK), an estimated $97M added.
  • The largest WEC Energy seller in Q4 2020 was UBS AM, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.