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WEC Energy
WEC

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: 3 → 7 (+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: 928 → 999 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$623M
2
N
Nuveen
North Carolina
+$173M
3
PAM
Panagora Asset Management
Massachusetts
+$40.9M
4
SO
STRS Ohio
Ohio
+$36.4M
5
Goldman Sachs
Goldman Sachs
New York
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
-$431M
2
UBS AM
UBS AM
Illinois
-$93.5M
3
Millennium Management
Millennium Management
New York
-$68.2M
4
Deutsche Bank
Deutsche Bank
Germany
-$60M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
801
Fulcrum Asset Management
United Kingdom
$163K – – –
CYG
802
Clean Yield Group
Vermont
$162K – – –
JFA
803
JNBA Financial Advisors
Minnesota
$158K – – –
BCA
804
Bray Capital Advisors
Florida
$155K – – –
Simplex Trading
805
Simplex Trading
Illinois
$147K -$279K -3,053 -67%
CFGS
806
Concourse Financial Group Securities
Alabama
$147K -$640 -7 -0.5%
APA
807
American Portfolios Advisors
New York
$144K +$40.7K +445 +43%
TH
808
TCTC Holdings
Texas
$142K – – –
DMBA
809
Deseret Mutual Benefit Administrators
Utah
$141K +$11.2K +123 +9%
LTI
810
Laffer Tengler Investments
Tennessee
$138K – – –
SC
811
SouthState Corp
Florida
$138K +$75.8K +829 +140%
PCG
812
Private Capital Group
Connecticut
$132K -$274 -3 -0.2%
FP
813
Financial Perspectives
Minnesota
$130K – – –
LS
814
Livforsakringsbolaget Skandia
Sweden
$123K – – –
CA
815
CoreCap Advisors
Michigan
$123K +$116K +1,271 New
DCM
816
Dupont Capital Management
Delaware
$121K -$143K -1,560 -56%
Skandinaviska Enskilda Banken (SEB)
817
Skandinaviska Enskilda Banken (SEB)
Sweden
$121K – – –
HIA
818
Harbor Investment Advisory
Maryland
$119K – – –
EDRH
819
Edmond de Rothschild Holding
Switzerland
$117K – – –
LPIC
820
LeJeune Puetz Investment Counsel
Michigan
$112K – – –
BWM
821
BerganKDV Wealth Management
Minnesota
$112K +$91 +1 +0.1%
CCM
822
Covington Capital Management
California
$110K – – –
CCA
823
Column Capital Advisors
Indiana
$107K – – –
HCP
824
Hexagon Capital Partners
Arkansas
$103K – – –
IFS
825
Intelligent Financial Strategies
Minnesota
$103K +$96.8K +1,059 New
31 32
33
34 35

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.