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WEC Energy

1,013 hedge funds and large institutions have $21B invested in WEC Energy in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 377 increasing their positions, 307 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 307

3% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $16.8M

0.05% more ownership

Funds ownership: 74.44%74.49% (+0.05%)

3% less funds holding

Funds holding: 1,0401,013 (-27)

11% less capital invested

Capital invested by funds: $23.6B → $21B (-$2.63B)

15% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 88

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
1,013
Holders Change
-27
Holders Change %
-2.6%
% of All Funds
17.45%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
75
Increased
377
Reduced
307
Closed
88
Calls
$17.3M
Puts
$16.8M
Net Calls
+$571K
Net Calls Change
-$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.71B +$83.8M +820,031 +2%
BlackRock
2
BlackRock
New York
$2.62B +$45M +440,902 +2%
State Street
3
State Street
Massachusetts
$1.73B +$33.3M +325,772 +2%
Wells Fargo
4
Wells Fargo
California
$658M +$8.13M +79,601 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$592M +$15.3M +150,246 +2%
MAM
6
Magellan Asset Management
Australia
$515M -$36.1M -353,145 -6%
Bank of America
7
Bank of America
North Carolina
$496M +$1.41M +13,837 +0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$487M +$4.84M +47,337 +0.9%
Deutsche Bank
9
Deutsche Bank
Germany
$479M +$6.62M +64,765 +1%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$468M -$68.9M -674,459 -11%
Northern Trust
11
Northern Trust
Illinois
$424M +$12.7M +124,079 +3%
PAMS
12
Pictet Asset Management (Switzerland)
Switzerland
$348M -$1.15M -11,272 -0.3%
Ameriprise
13
Ameriprise
Minnesota
$333M +$6.05M +59,184 +2%
N
14
Nuveen
North Carolina
$313M -$12.9M -126,383 -3%
Legal & General Group
15
Legal & General Group
United Kingdom
$285M -$31.6M -309,236 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$273M +$4.66M +45,606 +2%
Morgan Stanley
17
Morgan Stanley
New York
$265M +$8.94M +87,553 +3%
Invesco
18
Invesco
Georgia
$238M +$14.1M +137,806 +5%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$234M +$2.25M +21,990 +0.8%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$201M -$5.78M -56,534 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$180M -$2.41M -23,638 -1%
Principal Financial Group
22
Principal Financial Group
Iowa
$153M +$9.74M +95,308 +6%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$149M +$95.1M +931,260 +127%
Charles Schwab
24
Charles Schwab
California
$147M +$5.12M +50,118 +3%
Swiss National Bank
25
Swiss National Bank
Switzerland
$122M -$194K -1,900 -0.1%

WEC Hedge Fund Activity: Q3 2022 in Review

1,013 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in WEC Energy (WEC) for Q3 2022, worth a combined $21B — down 11% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of WEC and 75 opened new positions — a net loss of 13 holders — while 307 trimmed existing stakes and 377 added.

The largest buyer was 1832 Asset Management, adding an estimated $95.1M. The largest seller was Millennium Management, cutting an estimated $150M.

  • 1,013 institutional investors held WEC Energy (WEC) as of Q3 2022, down from 1,040 in Q2 2022.
  • Funds reported $21B of WEC Energy stock for Q3 2022, down 11% quarter-over-quarter.
  • 75 funds opened new WEC Energy positions in Q3 2022 and 88 closed out, a net change of -13 holders.
  • The largest WEC Energy buyer in Q3 2022 was 1832 Asset Management, an estimated $95.1M added.
  • The largest WEC Energy seller in Q3 2022 was Millennium Management, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2022.