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WEC Energy

928 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 311 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.11% more ownership

Funds ownership: 72.91%73.02% (+0.11%)

1% less capital invested

Capital invested by funds: $20.4B → $20.3B (-$131M)

5% less call options, than puts

Call options by funds: $18.4M | Put options by funds: $19.4M

5% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 329

2% less funds holding

Funds holding: 948928 (-20)

12% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 67

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
928
Holders Change
-20
Holders Change %
-2.11%
% of All Funds
16.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
311
Reduced
329
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$7.97M -$821K -8,756 -9%
HI
152
Harbour Investments
Wisconsin
$7.95M +$233K +2,480 +3%
HWM
153
HFR Wealth Management
New York
$7.81M +$315K +3,359 +4%
ASRS
154
Arizona State Retirement System
Arizona
$7.76M -$38.8K -414 -0.5%
NAS
155
Nicolet Advisory Services
Wisconsin
$7.56M +$136K +1,452 +2%
AB
156
Amalgamated Bank
New York
$7.54M -$292K -3,112 -4%
Squarepoint
157
Squarepoint
New York
$7.47M -$1.13M -12,059 -12%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$7.37M +$420K +4,479 +6%
AIMCA
159
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.35M +$56.3K +600 +0.7%
BBL
160
Beck Bode LLC
Massachusetts
$7.32M +$797K +8,503 +11%
CB
161
Commerce Bank
Missouri
$6.99M +$43.8K +467 +0.6%
SOMRS
162
State of Michigan Retirement System
Michigan
$6.99M -$9.38K -100 -0.1%
EVM
163
Eaton Vance Management
Massachusetts
$6.8M -$239K -2,547 -3%
SG Americas Securities
164
SG Americas Securities
New York
$6.76M -$5.46M -58,175 -43%
HWAM
165
Hennion & Walsh Asset Management
New Jersey
$6.59M +$411K +4,382 +6%
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$6.54M +$532K +5,677 +8%
Lazard Asset Management
167
Lazard Asset Management
New York
$6.48M -$1.7M -18,100 -20%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$6.42M -$1.43M -15,212 -17%
SAM
169
Shell Asset Management
Netherlands
$6.34M -$5.55M -59,133 -45%
MIM
170
MetLife Investment Management
New Jersey
$6.28M -$177K -1,889 -3%
VI
171
Vestcor Inc
New Brunswick, Canada
$5.96M -$182K -1,943 -3%
Robeco Institutional Asset Management
172
Robeco Institutional Asset Management
Netherlands
$5.89M -$72.2K -770 -1%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$5.8M -$261K -2,786 -4%
ELI
174
Empire Life Investments
Ontario, Canada
$5.71M +$59.5K +635 +1%
OIM
175
Opus Investment Management
Massachusetts
$5.65M

WEC Hedge Fund Activity: Q3 2021 in Review

928 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2021, worth a combined $20.3B — down 0.64% from $20.4B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of WEC and 59 opened new positions — a net loss of 8 holders — while 329 trimmed existing stakes and 311 added.

The largest buyer was UBS AM, adding an estimated $75.8M. The largest seller was ClearBridge Investments, cutting an estimated $69.5M.

  • 928 institutional investors held WEC Energy (WEC) as of Q3 2021, down from 948 in Q2 2021.
  • Funds reported $20.3B of WEC Energy stock for Q3 2021, down 0.64% quarter-over-quarter.
  • 59 funds opened new WEC Energy positions in Q3 2021 and 67 closed out, a net change of -8 holders.
  • The largest WEC Energy buyer in Q3 2021 was UBS AM, an estimated $75.8M added.
  • The largest WEC Energy seller in Q3 2021 was ClearBridge Investments, an estimated $69.5M sold.

Based on aggregated 13F filings for Q3 2021.