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WEC Energy
WEC

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: 3 → 7 (+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: 928 → 999 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$623M
2
N
Nuveen
North Carolina
+$173M
3
PAM
Panagora Asset Management
Massachusetts
+$40.9M
4
SO
STRS Ohio
Ohio
+$36.4M
5
Goldman Sachs
Goldman Sachs
New York
+$27.5M

Top Sellers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
-$431M
2
UBS AM
UBS AM
Illinois
-$93.5M
3
Millennium Management
Millennium Management
New York
-$68.2M
4
Deutsche Bank
Deutsche Bank
Germany
-$60M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
926
SJS Investment Consulting
Ohio
$19K +$18.3K +200 New
SIAP
927
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K – – –
DI
928
Disciplined Investments
Oklahoma
$17K – – –
CCM
929
Copeland Capital Management
Pennsylvania
$16K – – –
PFPT
930
Pinnacle Financial Partners (Tennessee)
Tennessee
$16K – – –
SSC
931
Syverson Strege & Co
Iowa
$16K – – –
First Manhattan
932
First Manhattan
New York
$14K – – –
JWM
933
Janiczek Wealth Management
Colorado
$14K +$6.86K +75 +109%
EBA
934
Eagle Bay Advisors
New York
$13K -$9.87K -108 -45%
BFC
935
Bedel Financial Consulting
Indiana
$13K – – –
VCM
936
Vigilant Capital Management
Maine
$13K – – –
BWP
937
Baldwin Wealth Partners
Massachusetts
$12K – – –
MWM
938
Mascoma Wealth Management
New Hampshire
$12K – – –
TF
939
TimeScale Financial
Massachusetts
$12K +$91 +1 +0.8%
FMP
940
Financial Management Professionals
Texas
$11K – – –
FPB
941
First PREMIER Bank
South Dakota
$11K – – –
LFG
942
Larson Financial Group
Missouri
$11K – – –
TWP
943
TFO Wealth Partners
Ohio
$11K – – –
RG
944
Retirement Group
California
$11K +$9.96K +109 New
GIA
945
Goodwin Investment Advisory
Georgia
$10K – – –
HWM
946
HighMark Wealth Management
Minnesota
$10K – – –
PGAM
947
Princeton Global Asset Management
New Jersey
$10K – – –
VRM
948
Vectors Research Management
New York
$10K – – –
MFC
949
Mechanics Financial Corp
Ohio
$10K +$9.14K +100 New
SC
950
Seldon Capital
California
$10K +$9.6K +105 New
36 37
38
39 40

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.