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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
OA
851
Operose Advisors
Wisconsin
$66K +$62.3K +681 New
SN
852
Sittner & Nelson
Oregon
$65K
MSFP
853
Mark Sheptoff Financial Planning
Connecticut
$63K
C
854
Covestor
United Kingdom
$63K +$58.9K +644 New
PMFA
855
Plante Moran Financial Advisors
Michigan
$59K +$54.5K +596 +4,585%
EC
856
Estate Counselors
Wisconsin
$58K
SJIM
857
St. Johns Investment Management
Florida
$58K
EWA
858
EverSource Wealth Advisors
Alabama
$57K +$53.2K +582 New
AWM
859
Accel Wealth Management
Iowa
$56K +$53.2K +582 New
CB
860
CNB Bank
Pennsylvania
$55K
TCWM
861
Total Clarity Wealth Management
Illinois
$55K
AA
862
Ancora Advisors
Ohio
$54K
SWM
863
Sugarloaf Wealth Management
Georgia
$54K
SIC
864
Salem Investment Counselors
North Carolina
$54K +$7.77K +85 +18%
QC
865
Quent Capital
New York
$52K +$48.4K +530 New
FHA
866
First Horizon Advisors
Tennessee
$51K -$27.7K -303 -36%
SWM
867
Selective Wealth Management
Virginia
$49K
SIS
868
Sound Income Strategies
Florida
$49K +$274 +3 +0.6%
APF
869
Alaska Permanent Fund
Alaska
$49K +$46.5K +509 New
COCM
870
Charter Oak Capital Management
New Hampshire
$48K
CWA
871
Clearview Wealth Advisors
Oregon
$48K +$183 +2 +0.4%
MHR
872
Matthew Hamilton Rosenberg
$48K +$6.22K +68 +16%
VRS
873
Virginia Retirement Systems
Virginia
$47.2K
PCMC
874
Paragon Capital Management (Colorado)
Colorado
$47K +$44.7K +489 New
SWA
875
SOA Wealth Advisors
New York
$46K

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.