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WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
101
Nomura Asset Management
Japan
$21.8M -$1.1M -10,873 -5%
ERSOT
102
Employees Retirement System of Texas
Texas
$21.6M
LPL Financial
103
LPL Financial
California
$20.4M +$3.85M +37,981 +23%
Truist Financial
104
Truist Financial
North Carolina
$19.8M +$11.4M +112,637 +133%
AAS
105
Annex Advisory Services
Wisconsin
$19.6M +$181K +1,790 +0.9%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$19.5M -$51.5K -508 -0.3%
EAM
107
Eventide Asset Management
Massachusetts
$19.3M +$4.72M +46,600 +32%
Canada Life
108
Canada Life
Manitoba, Canada
$19.1M -$897K -8,846 -4%
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
$18.4M +$978K +9,648 +6%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$17.9M -$1.66M -16,395 -8%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$17.8M
SSA
112
South Street Advisors
New York
$17.4M -$140K -1,381 -0.8%
LI
113
Leeward Investments
Massachusetts
$17.3M -$150K -1,477 -0.8%
PAM
114
Panagora Asset Management
Massachusetts
$17.1M -$1.54M -15,147 -8%
Stifel Financial
115
Stifel Financial
Missouri
$16.6M +$1.85M +18,216 +12%
ClearBridge Investments
116
ClearBridge Investments
New York
$16.5M -$440K -4,342 -3%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$16.3M +$2.52M +24,880 +18%
Kayne Anderson Rudnick Investment Management
118
Kayne Anderson Rudnick Investment Management
California
$16.2M +$662K +6,529 +4%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1M -$628K -6,194 -4%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$15.3M +$1.11M +10,918 +8%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$14.7M -$28.2M -278,584 -66%
SBH
122
Segall Bryant & Hamill
Illinois
$14.6M +$64.7K +638 +0.4%
WBC
123
Westpac Banking Corp
Australia
$14.3M -$1.74M -17,147 -11%
Verition Fund Management
124
Verition Fund Management
Connecticut
$14M +$13.2M +130,277 +1,441%
CIC
125
Crawford Investment Counsel
Georgia
$13.5M -$932K -9,190 -6%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.