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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
CI Investments Inc
826
CI Investments Inc
Ontario, Canada
$101K +$7.68K +84 +9%
WBC
827
West Branch Capital
Massachusetts
$100K
HNWAG
828
High Net Worth Advisory Group
Florida
$100K +$94.6K +1,035 New
SCA
829
Snowden Capital Advisors
New York
$97K -$538K -5,883 -85%
TFM
830
TFC Financial Management
Massachusetts
$97K
NFG
831
Next Financial Group
Texas
$96K +$4.66K +51 +5%
PB
832
Pinnacle Bancorp
Nebraska
$95K
AWA
833
Amplius Wealth Advisors
Pennsylvania
$94K +$89.4K +978 New
TFS
834
TrustCore Financial Services
Tennessee
$89K
CWC
835
Carolinas Wealth Consulting
North Carolina
$88K
BAM
836
Barrett Asset Management
New York
$88K +$1.19K +13 +1%
DWP
837
Destiny Wealth Partners
Florida
$87K +$4.48K +49 +6%
SCA
838
Stonebridge Capital Advisors
Minnesota
$87K +$22.7K +248 +38%
FFWM
839
Future Financial Wealth Management
Ohio
$87K +$82.6K +904 New
BCFD
840
Boit C.F. David
$84K
MCM
841
Manchester Capital Management
Vermont
$81K -$823 -9 -1%
PWMG
842
Prestige Wealth Management Group
New Jersey
$80K +$10.8K +118 +17%
TSW
843
Thompson Siegel & Walmsley
Virginia
$78K
RK
844
Rather & Kittrell
Tennessee
$77K +$72.9K +798 New
PK
845
Pflug Koory
Nebraska
$74K
IBOK
846
Independence Bank of Kentucky
Kentucky
$73K
CFB
847
Cullen/Frost Bankers
Texas
$72K +$31.6K +346 +87%
TCOV
848
Trust Company of Vermont
Vermont
$72K +$67.2K +735 New
MPWT
849
MassMutual Private Wealth & Trust
Connecticut
$71K +$1.65K +18 +3%
TCM
850
Tradewinds Capital Management
Washington
$69K +$366 +4 +0.6%

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.