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WEC Energy

1,067 hedge funds and large institutions have $22.8B invested in WEC Energy in 2022 Q4 according to their latest regulatory filings, with 139 funds opening new positions, 352 increasing their positions, 349 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 62

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

9% more capital invested

Capital invested by funds: $21B → $22.8B (+$1.79B)

5% more funds holding

Funds holding: 1,0131,067 (+54)

1.32% more ownership

Funds ownership: 74.49%75.8% (+1.3%)

1% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 349

22% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $25.1M

Holders
1,067
Holders Change
+54
Holders Change %
+5.33%
% of All Funds
17.15%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.23%
New
139
Increased
352
Reduced
349
Closed
62
Calls
$19.5M
Puts
$25.1M
Net Calls
-$5.56M
Net Calls Change
-$6.13M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1051
ClariVest Asset Management
California
$1K -$924 -10 -48%
SC
1052
Sierra Capital
Florida
$1K
TFA
1053
Transamerica Financial Advisors
Florida
$1K +$277 +3 +300%
ST
1054
Sageworth Trust
Pennsylvania
$1K +$924 +10 New
HWP
1055
Highline Wealth Partners
California
$938
CCM
1056
Cribstone Capital Management
Maine
$938 +$185 +2 +25%
PA
1057
PSI Advisors
Florida
$750
ECM
1058
Estabrook Capital Management
New York
$656
WA
1059
WestEnd Advisors
North Carolina
$656 +$185 +2 +40%
TWP
1060
TFO Wealth Partners
Ohio
$510 -$8.69K -94 -81%
TCOT
1061
Trust Company of Toledo
Ohio
$508 +$23.7K +256 +5%
CAM
1062
CenterStar Asset Management
Illinois
$477
LF
1063
Lee Financial
Texas
$469
WWM
1064
Wolff Wiese Magana
California
$469
FSWA
1065
Financial Synergies Wealth Advisors
Texas
$376
CAS
1066
Coppell Advisory Solutions
Texas
$281 +$277 +3 New
CASC
1067
Coppell Advisory Solutions Corp
Texas
$281 +$277 +3 New
SGC
1068
Slocum, Gordon & Co
Rhode Island
$95 +$92 +1 New
EI
1069
Ellevest Inc
New York
$1
Balyasny Asset Management
1070
Balyasny Asset Management
Illinois
-$61.1M -683,315 Closed
Lord, Abbett & Co
1071
Lord, Abbett & Co
New Jersey
-$31.3M -350,000 Closed
Cohen & Steers
1072
Cohen & Steers
New York
-$28.9M -323,090 Closed
MA
1073
MUFG Americas
New York
-$22.2M -248,216 Closed
ADEF
1074
Adams Diversified Equity Fund
Maryland
-$15.2M -170,500 Closed
CIAS
1075
CFS Investment Advisory Services
New Jersey
-$1K -67,877 Closed

WEC Hedge Fund Activity: Q4 2022 in Review

1,067 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q4 2022, worth a combined $22.8B — up 8.5% from $21B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WEC positions and 62 closed out — a net gain of 77 holders — while 352 added to existing stakes and 349 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $131M. The largest seller was 1832 Asset Management, cutting an estimated $86.1M.

  • 1,067 institutional investors held WEC Energy (WEC) as of Q4 2022, up from 1,013 in Q3 2022.
  • Funds reported $22.8B of WEC Energy stock for Q4 2022, up 8.5% quarter-over-quarter.
  • 139 funds opened new WEC Energy positions in Q4 2022 and 62 closed out, a net change of +77 holders.
  • The largest WEC Energy buyer in Q4 2022 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $131M added.
  • The largest WEC Energy seller in Q4 2022 was 1832 Asset Management, an estimated $86.1M sold.

Based on aggregated 13F filings for Q4 2022.