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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
PWMG
826
Prestige Wealth Management Group
New Jersey
$69K -$22.1K -227 -23%
CWC
827
Carolinas Wealth Consulting
North Carolina
$69K
PK
828
Pflug Koory
Nebraska
$69K +$72.8K +748 New
TCOV
829
Trust Company of Vermont
Vermont
$67K -$9.44K -97 -12%
MCM
830
Manchester Capital Management
Vermont
$67K
MHR
831
Matthew Hamilton Rosenberg
$61K +$38.9K +400 +154%
MSFP
832
Mark Sheptoff Financial Planning
Connecticut
$60K
BCA
833
Berman Capital Advisors
Georgia
$59K +$3.41K +35 +6%
DWP
834
Destiny Wealth Partners
Florida
$58K +$61.2K +629 New
ONST
835
Old North State Trust
North Carolina
$55K -$4.96K -51 -8%
SJIM
836
St. Johns Investment Management
Florida
$55K
COCM
837
Charter Oak Capital Management
New Hampshire
$55K +$58.2K +598 New
EC
838
Estate Counselors
Wisconsin
$55K +$58.6K +602 New
SIC
839
Salem Investment Counselors
North Carolina
$54K +$11.5K +118 +25%
CCA
840
Childress Capital Advisors
Texas
$54K +$57.3K +589 New
CB
841
CNB Bank
Pennsylvania
$52K
SWM
842
Sugarloaf Wealth Management
Georgia
$51K
AA
843
Ancora Advisors
Ohio
$51K +$20.1K +207 +59%
LGA
844
Lebenthal Global Advisors
New York
$51K +$54.9K +564 New
BC
845
Bruce & Co
Illinois
$50K
SIS
846
Sound Income Strategies
Florida
$49K +$292 +3 +0.6%
RFA
847
Reilly Financial Advisors
California
$44K
CWA
848
Clearview Wealth Advisors
Oregon
$44K +$46.8K +481 New
ICP
849
Interchange Capital Partners
Pennsylvania
$44K +$47.2K +485 New
PI
850
PineBridge Investments
New York
$43K -$37.5K -385 -45%

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.