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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
RFA
876
Reilly Financial Advisors
California
$46K +$9.14K +100 +27%
PSB
877
Piscataqua Savings Bank
New Hampshire
$45K -$914 -10 -2%
LWA
878
Lenox Wealth Advisors
New York
$45K
ONST
879
Old North State Trust
North Carolina
$45K
FCT
880
First Community Trust
Iowa
$42K +$39.6K +433 New
EIM
881
Essex Investment Management
Massachusetts
$42K
CFO
882
CVA Family Office
Colorado
$42K +$39.3K +430 New
LC
883
Lindbrook Capital
California
$41K -$16.2K -177 -29%
FRA
884
Front Row Advisors
California
$41K -$366 -4 -0.9%
AWM
885
Atticus Wealth Management
Florida
$41K +$38.4K +420 New
Credit Agricole
886
Credit Agricole
France
$40K +$37.7K +412 New
SBL
887
Sargent Bickham Lagudis
Colorado
$39K -$36.6K -400 -50%
MCA
888
Maryland Capital Advisors
Maryland
$38K +$35.9K +393 New
Marshall Wace
889
Marshall Wace
United Kingdom
$37K -$2.12M -23,181 -98%
GWS
890
Glassman Wealth Services
Virginia
$37K +$2.65K +29 +8%
ZIG
891
Zullo Investment Group
Pennsylvania
$36K +$33.5K +366 New
EWM
892
Elmwood Wealth Management
California
$36K +$33.7K +369 New
TFP
893
Tilia Fiduciary Partners
North Carolina
$35K +$32.9K +360 New
AF
894
Arrow Financial
New York
$33K -$5.03K -55 -14%
TC
895
Trust Company
Kansas
$33K
VNA
896
Valley National Advisers
Pennsylvania
$33K
AG
897
AIA Group
Hong Kong
$33K +$31.2K +341 New
CSWM
898
Cassady Schiller Wealth Management
Ohio
$33K +$31.3K +342 New
FAG
899
Fortitude Advisory Group
Washington
$33K +$31.4K +343 New
PFSC
900
Peoples Financial Services Corp
Pennsylvania
$32K

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.