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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.41B +$38M +404,751 +1%
BlackRock
2
BlackRock
New York
$2.31B -$9.8M -104,482 -0.4%
MAM
3
Magellan Asset Management
Australia
$1.76B -$39.8M -424,059 -2%
State Street
4
State Street
Massachusetts
$1.5B +$54.6M +582,150 +4%
Wells Fargo
5
Wells Fargo
California
$625M -$46.2M -493,166 -7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$538M +$24.1M +256,632 +4%
Deutsche Bank
7
Deutsche Bank
Germany
$533M -$731K -7,796 -0.1%
Bank of America
8
Bank of America
North Carolina
$462M -$53.9M -574,299 -10%
Northern Trust
9
Northern Trust
Illinois
$427M +$14.8M +158,168 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$417M +$60M +639,383 +16%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$380M +$404M +4,309,794 New
Legal & General Group
12
Legal & General Group
United Kingdom
$328M +$10.3M +109,330 +3%
Ameriprise
13
Ameriprise
Minnesota
$297M -$8.07M -86,062 -2%
N
14
Nuveen
North Carolina
$296M +$6.92M +73,744 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$236M -$4.59M -48,975 -2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$217M +$12.2M +130,501 +6%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$216M -$11.5M -122,518 -5%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$215M +$1.94M +20,652 +0.9%
Invesco
19
Invesco
Georgia
$200M -$3.64M -38,824 -2%
UBS AM
20
UBS AM
Illinois
$187M +$75.8M +808,281 +62%
Principal Financial Group
21
Principal Financial Group
Iowa
$146M -$489K -5,212 -0.3%
Charles Schwab
22
Charles Schwab
California
$131M +$2.64M +28,122 +2%
PPA
23
Parametric Portfolio Associates
Washington
$128M +$12M +127,743 +10%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$118M +$3.57M +38,115 +3%
Morgan Stanley
25
Morgan Stanley
New York
$111M +$586K +6,245 +0.5%

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.