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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
UIA
901
Ulland Investment Advisors
Minnesota
$32K +$30.3K +331 New
FPFS
902
First Personal Financial Services
North Carolina
$31K +$183 +2 +0.6%
LWP
903
Lumature Wealth Partners
Georgia
$31K +$11.5K +126 +66%
TWC
904
TD Waterhouse Canada
Ontario, Canada
$29.5K +$28.2K +308 New
GWSG
905
GPS Wealth Strategies Group
Colorado
$29K
AWM
906
Avior Wealth Management
Nebraska
$28K -$17K -186 -39%
PFA
907
Professional Financial Advisors
Nebraska
$28K
SCM
908
Silvant Capital Management
Georgia
$28K
VCM
909
Versant Capital Management
Arizona
$27K -$183 -2 -0.7%
GLLW
910
Graves Light Lenhart Wealth
Virginia
$27K
WB
911
Webster Bank
Connecticut
$27K
EWM
912
Evermay Wealth Management
Virginia
$27K +$25.4K +278 New
Manulife (Manufacturers Life Insurance)
913
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K -$3.94M -43,141 -14%
MUMSS
914
Mitsubishi UFJ Morgan Stanley Securities
Japan
$26K -$24.7K -270 -50%
FCA
915
FinTrust Capital Advisors
South Carolina
$26K
TWA
916
TCI Wealth Advisors
Arizona
$25K +$1.28K +14 +6%
CBT
917
Central Bank & Trust
Kentucky
$24K
WT
918
Washington Trust
Rhode Island
$21K -$1.01K -11 -5%
BWL
919
Bogart Wealth LLC
Virginia
$21K
NFSG
920
Newbridge Financial Services Group
Florida
$21K +$19.7K +216 New
Walleye Trading
921
Walleye Trading
New York
$21K +$20.2K +221 New
MCM
922
MV Capital Management
Maryland
$19K -$457 -5 -2%
HCM
923
Highlander Capital Management
New Jersey
$19K
NL
924
NVWM LLC
Pennsylvania
$19K
CAL
925
Capital Advisors Ltd
Ohio
$19K +$10.6K +116 +155%

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.