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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
ISL
751
Ingalls & Snyder LLC
New York
$223K
TWM
752
Triton Wealth Management
Arizona
$223K +$91 +1 +0%
PCTC
753
Perkins Coie Trust Company
Washington
$219K
JWCA
754
J.W. Cole Advisors
Florida
$219K +$206K +2,257 New
CAMG
755
CWA Asset Management Group
Florida
$218K +$205K +2,246 New
EFSCE
756
Enterprise Financial Services Corp (EFSC)
Missouri
$217K +$204K +2,234 New
TFGT
757
TS Financial Group (TSFG)
Illinois
$216K
PNC
758
Park National Corp
Ohio
$216K +$203K +2,226 New
CWP
759
CFM Wealth Partners
Texas
$216K +$205K +2,245 New
AWM
760
Altium Wealth Management
New York
$215K +$203K +2,220 New
CM
761
Capital Management
Virginia
$214K +$201K +2,200 New
BC
762
Bowman & Company
Wisconsin
$214K +$201K +2,202 New
FPAS
763
Focus Partners Advisor Solutions
Missouri
$212K +$199K +2,179 New
PHS
764
Pekin Hardy Strauss
Illinois
$212K +$199K +2,179 New
Verition Fund Management
765
Verition Fund Management
Connecticut
$211K -$81.2K -888 -29%
PFGIA
766
Patriot Financial Group Insurance Agency
Massachusetts
$211K +$823 +9 +0.4%
TIM
767
Thompson Investment Management
Wisconsin
$211K +$198K +2,169 New
GTCM
768
Gyon Technologies Capital Management
New Jersey
$211K +$199K +2,173 New
NFG
769
Nations Financial Group
Iowa
$211K +$199K +2,173 New
EN1L
770
Engine No 1 LLC
California
$210K +$197K +2,159 New
KOMWMG
771
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$210K +$197K +2,159 New
BP
772
Ballentine Partners
Massachusetts
$210K +$198K +2,167 New
BFM
773
Boston Financial Management
Massachusetts
$209K -$13.3K -146 -6%
GWCM
774
Godshalk Welsh Capital Management
Pennsylvania
$209K +$197K +2,150 New
IWP
775
IAG Wealth Partners
Wisconsin
$208K +$20.4K +223 +12%

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.