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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
HIA
801
Harbor Investment Advisory
Maryland
$113K +$36.1K +371 +43%
TFM
802
TFC Financial Management
Massachusetts
$112K
BWM
803
BerganKDV Wealth Management
Minnesota
$107K -$389 -4 -0.3%
CCM
804
Covington Capital Management
California
$104K -$57.8K -594 -34%
NFG
805
Next Financial Group
Texas
$103K -$13.1K -135 -11%
CCA
806
Column Capital Advisors
Indiana
$102K -$35.6K -366 -25%
CI Investments Inc
807
CI Investments Inc
Ontario, Canada
$100K +$10K +103 +10%
HCP
808
Hexagon Capital Partners
Arkansas
$97K
DOA
809
D'Orazio & Associates
Virginia
$93K
BWA
810
Burt Wealth Advisors
Maryland
$91K
SFS
811
Sowell Financial Services
Arkansas
$90K +$1.75K +18 +2%
PCH
812
PGIM Custom Harvest
New Jersey
$90K +$99.5K +1,023 New
MPWT
813
MassMutual Private Wealth & Trust
Connecticut
$89K
CAL
814
Capital Advisors Ltd
Ohio
$86K +$83.6K +859 +1,145%
RWG
815
Regal Wealth Group
California
$85K +$584 +6 +0.7%
BAM
816
Barrett Asset Management
New York
$84K
TSW
817
Thompson Siegel & Walmsley
Virginia
$84K
FWM
818
FSA Wealth Management
Massachusetts
$83K +$87.6K +900 New
Jones Financial Companies
819
Jones Financial Companies
Missouri
$78K +$82.7K +850 New
PWPS
820
Pinnacle Wealth Planning Services
Ohio
$76K +$80.6K +828 New
SBL
821
Sargent Bickham Lagudis
Colorado
$74K
FCH
822
Freestone Capital Holdings
Washington
$71.8K
SN
823
Sittner & Nelson
Oregon
$71K +$75.5K +776 New
IBOK
824
Independence Bank of Kentucky
Kentucky
$70K
BII
825
Bainco International Investors
Massachusetts
$70K +$73.1K +751 New

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.