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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
TLFA
976
True Link Financial Advisors
California
$3K
JWA
977
JFS Wealth Advisors
Pennsylvania
$3K +$2.47K +27 New
HS
978
Horan Securities
United States
$3K +$2.65K +29 New
AP
979
Arlington Partners
Alabama
$3K +$3.11K +34 New
BIA
980
Bell Investment Advisors
California
$2K -$2.74K -30 -63%
CHA
981
Carmichael Hill & Associates
Maryland
$2K
AAP
982
Arax Advisory Partners
Colorado
$2K +$1.65K +18 New
SC
983
Schubert & Co
Texas
$2K +$1.65K +18 New
SFM
984
Signet Financial Management
New Jersey
$2K +$1.92K +21 New
GEA
985
Glen Eagle Advisors
New Jersey
$1.65K
PA
986
PSI Advisors
Florida
$1K +$731 +8 New
S
987
Surevest
California
$1K +$1.01K +11 New
KFP
988
KB Financial Partners
New Jersey
$1K +$1.1K +12 New
CAC
989
Core Alternative Capital
Georgia
$1K +$1.19K +13 New
SC
990
Sierra Capital
Florida
$1K +$1.37K +15 New
FGAM
991
Financial Gravity Asset Management
Texas
$362 +$70.6K +772 +19,300%
FHC
992
First Heartland Consultants
Missouri
$337 -$12.4K -136 -4%
BIM
993
Baldwin Investment Management
Pennsylvania
$262
LWM
994
Liberty Wealth Management
California
$242 -$731 -8 -0.3%
FFG
995
Ford Financial Group
California
$124 +$117K +1,285 New
SFCL
996
Strengthening Families & Communities LLC
Massachusetts
$55 +$51.6K +564 New
BBHC
997
Brown Brothers Harriman & Co
New York
$32 +$20.3K +222 +202%
WIM
998
Westside Investment Management
California
$2
Point72 Asset Management
999
Point72 Asset Management
Connecticut
-$40.2M -455,889 Closed
ZP
1000
Zimmer Partners
New York
-$27.9M -316,750 Closed

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.