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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
Robeco Institutional Asset Management
201
Robeco Institutional Asset Management
Netherlands
$5.07M -$1.34M -14,607 -22%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$5.05M +$1.8M +19,652 +61%
TC
203
TownSquare Capital
Utah
$5.04M +$391K +4,281 +9%
KA
204
Kintegral Advisory
New York
$4.95M +$1.02M +11,171 +137%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$4.93M -$17.7K -194 -0.4%
AAIM
206
American Assets Investment Management
California
$4.85M +$4.57M +50,000 New
ACM
207
Azimuth Capital Management
Michigan
$4.76M -$91.9K -1,005 -2%
NA
208
NewEdge Advisors
Louisiana
$4.73M +$1.59M +17,381 +55%
WFMPM
209
Woodley Farra Manion Portfolio Management
Indiana
$4.66M +$462K +5,050 +12%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$4.59M -$509K -5,567 -11%
HighTower Advisors
211
HighTower Advisors
Illinois
$4.55M +$601K +6,576 +16%
MSL
212
Mackay Shields LLC
New York
$4.54M -$103K -1,126 -2%
AFG
213
Albion Financial Group
Utah
$4.45M +$1.28K +14 +0%
KWM
214
Kingsview Wealth Management
Oregon
$4.45M -$79.3K -867 -2%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$4.43M -$253K -2,770 -6%
GP
216
Girard Partners
Pennsylvania
$4.42M -$273K -2,988 -6%
Creative Planning
217
Creative Planning
Kansas
$4.42M +$61.3K +671 +1%
Comerica Bank
218
Comerica Bank
Texas
$4.4M -$5.63M -61,558 -57%
IAN
219
Integrated Advisors Network
Texas
$4.4M +$239K +2,618 +6%
M
220
MOTCO
Texas
$4.33M -$91 -1 -0%
PIM
221
Penobscot Investment Management
Massachusetts
$4.31M -$40.2K -440 -1%
SCI
222
S&CO Inc
Massachusetts
$4.29M
TPSF
223
Texas Permanent School Fund
Texas
$4.22M -$477K -5,222 -11%
BAM
224
Bosun Asset Management
Illinois
$4.18M +$3.93M +43,046 New
RWA
225
Redmont Wealth Advisors
Illinois
$4.18M +$3.93M +43,046 New

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.