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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
RA
926
Reby Advisors
Connecticut
$9K +$9.83K +101 New
LWA
927
Lenox Wealth Advisors
New York
$8K
SWP
928
ShoreHaven Wealth Partners
New Jersey
$8K +$8.85K +91 New
TWA
929
TCI Wealth Advisors
Arizona
$7K -$4.38K -45 -36%
CFN
930
Cordasco Financial Network
Florida
$7K
RCA
931
Ranch Capital Advisors
Florida
$7K
TJHA
932
Thomas J. Herzfeld Advisors
Florida
$7K
ADL
933
Asset Dedication LLC
California
$6K
CFD
934
Creative Financial Designs
Indiana
$6K
EWA
935
Evolution Wealth Advisors
Florida
$6K
IFAM
936
Institutional & Family Asset Management
Colorado
$6K
ME
937
McIlrath & Eck
Washington
$6K
PMFA
938
Plante Moran Financial Advisors
Michigan
$6K
RIM
939
Rockbridge Investment Management
New York
$6K
KFI
940
Key Financial Inc
Pennsylvania
$6K +$5.93K +61 New
KFS
941
Kelly Financial Services
Massachusetts
$5.98K
ACM
942
AUA Capital Management
Pennsylvania
$5K -$97 -1 -2%
APWA
943
Atlas Private Wealth Advisors
New Jersey
$5K
CAM
944
Costello Asset Management
Pennsylvania
$5K
HS
945
Horan Securities
United States
$5K +$2.72K +28 +97%
WWM
946
Wolff Wiese Magana
California
$5K +$4.77K +49 New
HR
947
Howe & Rusling
New York
$5K +$5.55K +57 New
CWM
948
Curi Wealth Management
North Carolina
$5K +$5.64K +58 New
LWCFA
949
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K -$15.5K -159 -78%
EW
950
Evoke Wealth
California
$4K

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.