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WEC Energy

934 hedge funds and large institutions have $21.8B invested in WEC Energy in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 290 increasing their positions, 361 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

11% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $17.1M

1.47% more ownership

Funds ownership: 72.63%74.1% (+1.5%)

3% more capital invested

Capital invested by funds: $21.1B → $21.8B (+$733M)

3% less funds holding

Funds holding: 962934 (-28)

18% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 95

20% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 361

Holders
934
Holders Change
-28
Holders Change %
-2.91%
% of All Funds
16.4%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
78
Increased
290
Reduced
361
Closed
95
Calls
$19.1M
Puts
$17.1M
Net Calls
+$1.95M
Net Calls Change
-$3.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.59B -$28.2M -323,166 -0.8%
BlackRock
2
BlackRock
New York
$2.54B +$91M +1,043,722 +4%
MAM
3
Magellan Asset Management
Australia
$2.27B +$153M +1,759,666 +8%
State Street
4
State Street
Massachusetts
$1.54B -$3.28M -37,615 -0.2%
Wells Fargo
5
Wells Fargo
California
$754M +$48.7M +558,351 +7%
Deutsche Bank
6
Deutsche Bank
Germany
$589M -$53.5M -614,173 -9%
Bank of America
7
Bank of America
North Carolina
$535M -$8.89M -102,001 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$520M +$9.64M +110,624 +2%
PAMU
9
Pictet Asset Management (UK)
United Kingdom
$447M +$104M +1,197,011 +33%
Northern Trust
10
Northern Trust
Illinois
$442M -$21.7M -248,533 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$369M +$21.8M +250,004 +7%
Legal & General Group
12
Legal & General Group
United Kingdom
$341M +$5.56M +63,741 +2%
Ameriprise
13
Ameriprise
Minnesota
$320M +$12M +137,445 +4%
N
14
Nuveen
North Carolina
$308M +$180M +2,063,031 +168%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$258M +$28.2K +323 +0%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$244M -$4.82M -55,241 -2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$238M +$170M +1,951,722 +329%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$229M -$9.07M -104,092 -4%
ClearBridge Investments
19
ClearBridge Investments
New York
$193M -$1.79M -20,479 -1%
Swiss National Bank
20
Swiss National Bank
Switzerland
$180M +$2.53M +29,000 +2%
Principal Financial Group
21
Principal Financial Group
Iowa
$177M +$2.91M +33,343 +2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$156M -$2.25M -25,821 -2%
Charles Schwab
23
Charles Schwab
California
$132M +$3.61M +41,382 +3%
BG
24
Bahl & Gaynor
Ohio
$130M -$20.1M -230,155 -14%
PPA
25
Parametric Portfolio Associates
Washington
$120M -$251K -2,883 -0.2%

WEC Hedge Fund Activity: Q1 2021 in Review

934 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q1 2021, worth a combined $21.8B — up 3.5% from $21.1B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of WEC and 78 opened new positions — a net loss of 17 holders — while 361 trimmed existing stakes and 290 added.

The largest buyer was Nuveen, adding an estimated $180M. The largest seller was Allianz Asset Management, cutting an estimated $54.1M.

  • 934 institutional investors held WEC Energy (WEC) as of Q1 2021, down from 962 in Q4 2020.
  • Funds reported $21.8B of WEC Energy stock for Q1 2021, up 3.5% quarter-over-quarter.
  • 78 funds opened new WEC Energy positions in Q1 2021 and 95 closed out, a net change of -17 holders.
  • The largest WEC Energy buyer in Q1 2021 was Nuveen, an estimated $180M added.
  • The largest WEC Energy seller in Q1 2021 was Allianz Asset Management, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2021.