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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
BSW
776
Buckingham Strategic Wealth
Missouri
$207K -$98.2K -1,074 -33%
FCB
777
First Command Bank
Texas
$207K
TSWM
778
Tyler-Stone Wealth Management
Ohio
$207K +$195K +2,128 New
MWM
779
MBE Wealth Management
Wisconsin
$207K +$195K +2,129 New
BAM
780
Berkshire Asset Management
Pennsylvania
$207K +$195K +2,130 New
DJSG
781
D.J. St. Germain
Massachusetts
$206K -$60.3K -660 -24%
KBFS
782
Kohmann Bosshard Financial Services
Ohio
$206K +$194K +2,121 New
CFA
783
Carroll Financial Associates
North Carolina
$205K +$25.2K +276 +15%
CRC
784
Curi RMB Capital
Illinois
$204K +$192K +2,097 New
VWMG
785
Virginia Wealth Management Group
Virginia
$204K +$192K +2,100 New
MWPCG
786
Measured Wealth Private Client Group
New Hampshire
$204K +$192K +2,104 New
IP
787
Investment Partners
Ohio
$203K -$28.9K -316 -13%
CISOA
788
Capital Investment Services of America
Wisconsin
$203K +$191K +2,094 New
BRM
789
Boston Research & Management
Massachusetts
$202K +$190K +2,082 New
SCM
790
Shelton Capital Management
Colorado
$200K +$188K +2,060 New
AssetMark Inc
791
AssetMark Inc
California
$199K +$161K +1,764 +617%
AA
792
Addison Advisors
Vermont
$187K +$366 +4 +0.2%
AIM
793
Anchor Investment Management
South Carolina
$187K
FWM
794
Focused Wealth Management
New York
$185K +$1.28K +14 +0.7%
CWP
795
Concord Wealth Partners
Virginia
$183K +$168K +1,836 +3,672%
MG
796
MilWealth Group
Wisconsin
$181K
HBT
797
Hills Bank & Trust
Iowa
$174K
Bank Julius Baer & Co
798
Bank Julius Baer & Co
Switzerland
$167K +$3.38K +37 +2%
CTB
799
Country Trust Bank
Illinois
$166K -$18.8K -206 -11%
OC
800
Oakworth Capital
Alabama
$166K

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.