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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
HNWA
951
Henrickson Nauta Wealth Advisors
Michigan
$10K +$9.96K +109 New
CFCI
952
Comprehensive Financial Consultants Institutional
Indiana
$9K +$9.78K +107 New
CFN
953
Cordasco Financial Network
Florida
$8K
SC
954
Solstein Capital
California
$8K
SCA
955
Stuart Chaussee & Associates
California
$8K +$7.59K +83 New
ADL
956
Asset Dedication LLC
California
$7K
FPS
957
Fieldpoint Private Securities
Connecticut
$7K
RIM
958
Rockbridge Investment Management
New York
$7K
KFS
959
Kelly Financial Services
Massachusetts
$6.31K
KFI
960
Key Financial Inc
Pennsylvania
$6K
ME
961
McIlrath & Eck
Washington
$6K
TJHA
962
Thomas J. Herzfeld Advisors
Florida
$6K
BWM
963
Baystate Wealth Management
Massachusetts
$6K +$91 +1 +2%
WTA
964
Washington Trust Advisors
Massachusetts
$6K +$5.94K +65 New
CAM
965
Costello Asset Management
Pennsylvania
$5K
ODG
966
O'Dell Group
Ohio
$5K
CWM
967
Curi Wealth Management
North Carolina
$5K +$5.39K +59 New
ACM
968
AUA Capital Management
Pennsylvania
$4K
EW
969
Evoke Wealth
California
$4K +$366 +4 +10%
SFO
970
Standard Family Office
South Dakota
$4K +$3.75K +41 New
CA
971
Cornerstone Advisory
Maryland
$4K +$3.84K +42 New
RPCONE
972
Retirement Planning Company of New England
Rhode Island
$4K +$4.02K +44 New
ACA
973
Atlas Capital Advisors
Wyoming
$3.3K
LCM
974
Logan Capital Management
Pennsylvania
$3K
TFA
975
Toth Financial Advisory
Virginia
$3K

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.