We are live on ! Find out more
WEC icon

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
ASRS
151
Arizona State Retirement System
Arizona
$8.39M -$144K -1,571 -2%
NAS
152
Nicolet Advisory Services
Wisconsin
$8.34M +$20K +219 +0.3%
AB
153
Amalgamated Bank
New York
$8.23M -$57.4K -628 -0.7%
AIMCA
154
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.09M
EVM
155
Eaton Vance Management
Massachusetts
$7.99M +$28.2K +308 +0.4%
SOMRS
156
State of Michigan Retirement System
Michigan
$7.71M +$18.3K +200 +0.3%
CB
157
Commerce Bank
Missouri
$7.64M -$54.2K -593 -0.7%
Janus Henderson Group
158
Janus Henderson Group
United Kingdom
$7.44M -$2.95M -32,237 -30%
GGS
159
Galvin Gaustad & Stein
Arizona
$7.37M +$2.45M +26,846 +55%
Lazard Asset Management
160
Lazard Asset Management
New York
$7.34M +$198K +2,161 +3%
CSS
161
Cubist Systematic Strategies
Connecticut
$7.34M +$1.74M +19,089 +34%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$7.2M +$125K +1,367 +2%
HWAM
163
Hennion & Walsh Asset Management
New Jersey
$7.18M -$74.6K -816 -1%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$7.12M +$4.01M +43,906 +140%
ProShare Advisors
165
ProShare Advisors
Maryland
$7.1M +$1.04M +11,388 +18%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$7.01M +$583K +6,379 +10%
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$6.96M -$4.69M -51,329 -42%
MIM
168
MetLife Investment Management
New Jersey
$6.77M -$142K -1,551 -2%
4WM
169
44 Wealth Management
Oregon
$6.47M +$6.09M +66,608 New
ELI
170
Empire Life Investments
Ontario, Canada
$6.31M +$24.9K +272 +0.4%
VI
171
Vestcor Inc
New Brunswick, Canada
$6.26M -$274K -2,999 -4%
OIM
172
Opus Investment Management
Massachusetts
$6.22M
JWM
173
JGP Wealth Management
Oregon
$6.21M +$318K +3,484 +6%
FPIS
174
Financial Planning & Information Services
Wisconsin
$6.2M -$19.4K -212 -0.3%
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$6.17M -$2.45M -26,763 -30%

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.