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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
Natixis Advisors
176
Natixis Advisors
Massachusetts
$6.11M +$972K +10,629 +20%
ACI
177
AMP Capital Investors
Australia
$5.91M -$23.6M -258,450 -81%
SLAM
178
Swiss Life Asset Management
$5.83M +$4.09M +44,715 +291%
Caisse de Depot et Placement du Quebec (CDPQ)
179
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.77M +$633K +6,922 +13%
VanEck Associates
180
VanEck Associates
New York
$5.74M +$571K +6,248 +12%
GT
181
Glenmede Trust
Pennsylvania
$5.69M +$2.34M +25,611 +78%
MCM
182
Mattern Capital Management
Colorado
$5.62M +$427K +4,670 +9%
URS
183
Utah Retirement Systems
Utah
$5.55M +$9.14K +100 +0.2%
SWP
184
Stratos Wealth Partners
Ohio
$5.54M +$241K +2,634 +5%
YCM
185
Yousif Capital Management
Michigan
$5.48M +$5.16M +56,467 New
FA
186
FDx Advisors
Illinois
$5.46M +$230K +2,516 +5%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$5.45M -$22.9K -250 -0.4%
Wealthfront Advisers
188
Wealthfront Advisers
California
$5.43M +$890K +9,736 +21%
GG
189
Gofen & Glossberg
Illinois
$5.42M -$32.8K -359 -0.6%
RIM
190
Redpoint Investment Management
Australia
$5.4M
BCIM
191
British Columbia Investment Management
British Columbia, Canada
$5.39M -$253K -2,766 -5%
RCYC
192
Richard C. Young & Co
Rhode Island
$5.29M -$61.5K -673 -1%
BEI
193
Benjamin Edwards Inc
Missouri
$5.28M +$3.2M +34,970 +180%
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$5.26M -$643K -7,037 -11%
Mirae Asset Global Investments
195
Mirae Asset Global Investments
South Korea
$5.24M +$681K +7,450 +16%
DZ Bank
196
DZ Bank
Germany
$5.2M +$240K +2,627 +5%
GIBU
197
Gulf International Bank (UK)
United Kingdom
$5.15M -$955K -10,451 -16%
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.11M -$57.6K -630 -1%
State of Tennessee, Department of Treasury
199
State of Tennessee, Department of Treasury
Tennessee
$5.09M -$73.7K -806 -2%
SAM
200
Shell Asset Management
Netherlands
$5.07M -$1.8M -19,726 -27%

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.