We are live on ! Find out more
WEC icon

WEC Energy

1,040 hedge funds and large institutions have $23.6B invested in WEC Energy in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 394 increasing their positions, 279 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $20.6M | Put options by funds: $8.02M

56% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 68

41% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 279

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

2% more funds holding

Funds holding: 1,0171,040 (+23)

1.84% more ownership

Funds ownership: 72.6%74.44% (+1.8%)

4% more capital invested

Capital invested by funds: $22.8B → $23.6B (+$812M)

Holders
1,040
Holders Change
+23
Holders Change %
+2.26%
% of All Funds
17.52%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.2%
New
106
Increased
394
Reduced
279
Closed
68
Calls
$20.6M
Puts
$8.02M
Net Calls
+$12.6M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.09B +$112M +1,104,855 +3%
BlackRock
2
BlackRock
New York
$2.91B +$72.9M +718,716 +3%
State Street
3
State Street
Massachusetts
$1.91B +$54.9M +541,346 +3%
Wells Fargo
4
Wells Fargo
California
$733M -$31.7M -312,956 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$651M +$21.4M +211,389 +3%
MAM
6
Magellan Asset Management
Australia
$615M -$105M -1,039,717 -15%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$594M +$131M +1,296,919 +28%
Bank of America
8
Bank of America
North Carolina
$557M -$10.8M -106,426 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$543M +$69.3M +683,031 +14%
Deutsche Bank
10
Deutsche Bank
Germany
$532M -$23.7M -234,158 -4%
Northern Trust
11
Northern Trust
Illinois
$465M +$123K +1,214 +0%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$393M -$5.66M -55,786 -1%
Ameriprise
13
Ameriprise
Minnesota
$369M +$1.01M +9,946 +0.3%
N
14
Nuveen
North Carolina
$365M -$82.7M -815,956 -18%
Legal & General Group
15
Legal & General Group
United Kingdom
$352M -$12.3M -121,153 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$303M +$29.8M +294,085 +11%
Morgan Stanley
17
Morgan Stanley
New York
$289M +$164M +1,614,156 +128%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$262M +$17.9M +176,933 +7%
Invesco
19
Invesco
Georgia
$253M +$1.25M +12,345 +0.5%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$232M -$5.53M -54,589 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$205M +$18M +177,073 +10%
Millennium Management
22
Millennium Management
New York
$166M +$110M +1,085,475 +193%
Principal Financial Group
23
Principal Financial Group
Iowa
$163M +$3.39M +33,422 +2%
Charles Schwab
24
Charles Schwab
California
$161M +$750K +7,397 +0.5%
Cohen & Steers
25
Cohen & Steers
New York
$151M +$9.29M +91,674 +7%

WEC Hedge Fund Activity: Q2 2022 in Review

1,040 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q2 2022, worth a combined $23.6B — up 3.6% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new WEC positions and 68 closed out — a net gain of 38 holders — while 394 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $164M. The largest seller was Magellan Asset Management, cutting an estimated $105M.

  • 1,040 institutional investors held WEC Energy (WEC) as of Q2 2022, up from 1,017 in Q1 2022.
  • Funds reported $23.6B of WEC Energy stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 106 funds opened new WEC Energy positions in Q2 2022 and 68 closed out, a net change of +38 holders.
  • The largest WEC Energy buyer in Q2 2022 was Morgan Stanley, an estimated $164M added.
  • The largest WEC Energy seller in Q2 2022 was Magellan Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2022.