Wec Energy Group, Inc.
WEC- 交易所
- NYSE
- 產業
- Electric & Other Services Combined
- SEC CIK
- 0000783325
近 90 天,Wec Energy Group, Inc. 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 1,408 家機構在 13F 申報持有,市值合計 $327.2 億;大師中只有索羅斯基金管理持有。
2021 年第 3 季 13F 持有人
Wec Energy Group, Inc. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 927
- 較 2021 年第 2 季 −6 家
- 持有股數
- 2.30 億
- 較 2021 年第 2 季 +519.0 萬 (+2.3%)
- 總市值
- $202.9 億
- 較 2021 年第 2 季 +$2.86 億 (+1.4%)
- 新進機構
- 60
- 另有 310 家加碼
- 清倉機構
- 66
- 另有 325 家減碼
另有 12 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WEC 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,408 | $327.2 億 |
| 2026 年第 1 季 | 1,381 | $322.2 億 |
| 2025 年第 4 季 | 1,347 | $285.5 億 |
| 2025 年第 3 季 | 1,295 | $306.9 億 |
| 2025 年第 2 季 | 1,258 | $275.2 億 |
| 2025 年第 1 季 | 1,270 | $284.0 億 |
| 2024 年第 4 季 | 1,196 | $245.1 億 |
| 2024 年第 3 季 | 1,132 | $242.5 億 |
| 2024 年第 2 季 | 1,076 | $192.5 億 |
| 2024 年第 1 季 | 1,039 | $201.9 億 |
| 2023 年第 4 季 | 1,051 | $204.8 億 |
| 2023 年第 3 季 | 991 | $193.2 億 |
| 2023 年第 2 季 | 1,026 | $211.1 億 |
| 2023 年第 1 季 | 1,018 | $224.9 億 |
| 2022 年第 4 季 | 1,068 | $224.1 億 |
| 2022 年第 3 季 | 1,012 | $210.1 億 |
| 2022 年第 2 季 | 1,039 | $236.5 億 |
| 2022 年第 1 季 | 1,016 | $228.1 億 |
| 2021 年第 4 季 | 999 | $225.0 億 |
| 2021 年第 3 季 | 927 | $202.9 億 |
| 2021 年第 2 季 | 945 | $204.3 億 |
| 2021 年第 1 季 | 929 | $218.3 億 |
2021 年第 3 季持有機構
每家機構持有 Wec Energy Group, Inc. 的股數、市值與佔組合比重;股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,331 | $29.4 萬 | 0.02% | +3,331 | 新進 |
| Zions Bancorporation, N.A. | 3,344 | $29.5 萬 | 0.03% | +3,128+1,448.1% | 加碼 |
| Duality Advisers, LP | 3,382 | $29.8 萬 | 0.02% | −86,654−96.2% | 減碼 |
| Fox Run Management, L.L.C. | 3,403 | $30.0 萬 | 0.19% | −883−20.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 3,500 | $30.9 萬 | 0.00% | −2−0.1% | 減碼 |
| Ascension Asset Management LLC | 3,500 | $30.9 萬 | 0.20% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 3,528 | $31.1 萬 | 0.01% | +15+0.4% | 加碼 |
| Lincoln National Corp | 3,542 | $31.2 萬 | 0.01% | −3−0.1% | 減碼 |
| Successful Portfolios LLC | 3,537 | $31.2 萬 | 0.19% | 00.0% | 不變 |
| Norris Perne & French LLP | 3,533 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| Financial Advocates Investment Management | 3,569 | $31.5 萬 | 0.02% | −52−1.4% | 減碼 |
| Trustmark National Bank Trust Department | 3,580 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| Atlantic Trust, LLC | 3,575 | $31.6 萬 | 0.20% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 3,617 | $31.9 萬 | 0.05% | −42−1.1% | 減碼 |
| Capital Advisors Inc | 3,628 | $32.0 萬 | 0.01% | −77−2.1% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,637 | $32.1 萬 | 0.07% | +2+0.1% | 加碼 |
| Mirabella Financial Services LLP | 3,649 | $32.2 萬 | 0.04% | +980+36.7% | 加碼 |
| Acadian Asset Management LLC | 3,677 | $32.3 萬 | 0.00% | +2,297+166.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,671 | $32.4 萬 | 0.02% | +29+0.8% | 加碼 |
| Symmetry Partners, LLC | 3,682 | $32.7 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 3,750 | $33.1 萬 | 0.01% | −241−6.0% | 減碼 |
| John G Ullman & Associates Inc | 3,750 | $33.1 萬 | 0.05% | +100+2.7% | 加碼 |
| Isthmus Partners, LLC | 3,782 | $33.4 萬 | 0.06% | −300−7.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 3,790 | $33.4 萬 | 0.03% | +3,790 | 新進 |
| HBK Sorce Advisory LLC | 3,799 | $33.5 萬 | 0.02% | +30+0.8% | 加碼 |
| Hutner Capital Management Inc | 3,807 | $33.6 萬 | 0.22% | −18−0.5% | 減碼 |
| AdvisorNet Financial, Inc | 3,810 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 3,816 | $33.6 萬 | 0.11% | 00.0% | 不變 |
| Park Avenue Securities LLC | 3,842 | $33.9 萬 | 0.01% | −37−1.0% | 減碼 |
| Gradient Investments LLC | 3,851 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Smith, Moore & Co. | 3,856 | $34.0 萬 | 0.05% | +76+2.0% | 加碼 |
| Centre Asset Management, LLC | 3,630 | $34.1 萬 | 0.18% | 00.0% | 不變 |
| Carlson Capital Management | 3,874 | $34.2 萬 | 0.04% | +10+0.3% | 加碼 |
| Bank of New Hampshire | 3,870 | $34.4 萬 | 0.09% | 00.0% | 不變 |
| Csenge Advisory Group | 3,935 | $34.5 萬 | 0.03% | +37+0.9% | 加碼 |
| Resources Investment Advisors, LLC. | 3,934 | $34.7 萬 | 0.01% | −163−4.0% | 減碼 |
| Bank of Stockton | 3,932 | $34.7 萬 | 0.11% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 3,947 | $34.8 萬 | 0.08% | +124+3.2% | 加碼 |
| Empirical Finance, LLC | 3,952 | $34.9 萬 | 0.05% | +220+5.9% | 加碼 |
| IHT Wealth Management, LLC | 4,036 | $35.6 萬 | 0.03% | −7,024−63.5% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 4,050 | $35.7 萬 | 0.07% | −800−16.5% | 減碼 |
| Bard Financial Services, Inc. | 4,060 | $35.8 萬 | 0.03% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 4,069 | $35.9 萬 | 0.15% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 4,080 | $36.0 萬 | 0.07% | −969−19.2% | 減碼 |
| PAX Financial Group, LLC | 4,113 | $36.3 萬 | 0.09% | +108+2.7% | 加碼 |
| Vaughan David Investments LLC | 4,126 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 4,130 | $36.5 萬 | 0.01% | +1,224+42.1% | 加碼 |
| 1st Source Bank | 4,155 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 4,173 | $36.8 萬 | 0.03% | 00.0% | 不變 |
| Quantamental Technologies LLC | 4,178 | $36.8 萬 | 0.25% | +4,178 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 4,178 | $36.9 萬 | 0.04% | +14+0.3% | 加碼 |
| Palladium Partners LLC | 4,196 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Trust N.A. | 4,264 | $37.6 萬 | 0.01% | −495−10.4% | 減碼 |
| Jones Financial Companies LLLP | 4,268 | $37.6 萬 | 0.00% | −203−4.5% | 減碼 |
| Alhambra Investment Partners LLC | 4,265 | $37.6 萬 | 0.29% | 00.0% | 不變 |
| Tarbox Family Office, Inc. | 4,281 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Zacks Investment Management | 4,297 | $37.9 萬 | 0.01% | −476−10.0% | 減碼 |
| Becker Capital Management Inc | 4,301 | $37.9 萬 | 0.02% | −113−2.6% | 減碼 |
| StrongBox Wealth, LLC | 4,314 | $38.0 萬 | 0.21% | +1,003+30.3% | 加碼 |
| Bradley Foster & Sargent Inc | 4,316 | $38.1 萬 | 0.01% | 00.0% | 不變 |
| Citizens Financial Group Inc | 4,350 | $38.4 萬 | 0.01% | −272−5.9% | 減碼 |
| Haverford Trust Co | 4,366 | $38.5 萬 | 0.00% | +2,707+163.2% | 加碼 |
| First Affirmative Financial Network | 4,369 | $38.5 萬 | 0.40% | +4,369 | 新進 |
| FourThought Financial, LLC | 4,396 | $38.7 萬 | 0.05% | −505−10.3% | 減碼 |
| Cresset Asset Management, LLC | 4,437 | $39.1 萬 | 0.01% | −14,552−76.6% | 減碼 |
| ZWJ Investment Counsel Inc | 4,438 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| CMC Financial Group | 4,464 | $39.4 萬 | 0.23% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 4,508 | $39.8 萬 | 0.03% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 4,535 | $39.9 萬 | 0.05% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 4,523 | $39.9 萬 | 0.06% | +684+17.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 4,534 | $40.0 萬 | 0.03% | −2,339−34.0% | 減碼 |
| Hudock, Inc. | 4,588 | $40.4 萬 | 0.12% | +16+0.3% | 加碼 |
| TrinityPoint Wealth, LLC | 4,592 | $40.5 萬 | 0.08% | +120+2.7% | 加碼 |
| Kovack Advisors, Inc. | 4,596 | $40.5 萬 | 0.04% | +290+6.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 4,602 | $40.6 萬 | 0.01% | −300−6.1% | 減碼 |
| MJP Associates Inc | 4,603 | $40.6 萬 | 0.14% | −184−3.8% | 減碼 |
| Advisors Capital Management, LLC | 4,629 | $40.8 萬 | 0.01% | +10.0% | 加碼 |
| Independent Financial Group, LLC | 4,652 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Simplex Trading, LLC | 4,577 | $41.2 萬 | 0.01% | +200+4.6% | 加碼 |
| Virtu Financial LLC | 4,685 | $41.3 萬 | 0.04% | +4,685 | 新進 |
| Toews Corp | 4,700 | $41.5 萬 | 0.05% | +4,700 | 新進 |
| Marcum Wealth, LLC | 4,720 | $41.6 萬 | 0.07% | −341−6.7% | 減碼 |
| LS Investment Advisors, LLC | 4,732 | $41.7 萬 | 0.05% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 4,725 | $41.7 萬 | 0.33% | 00.0% | 不變 |
| Wellington Management Group LLP | 4,741 | $41.8 萬 | 0.00% | −6,554−58.0% | 減碼 |
| Parallel Advisors, LLC | 4,747 | $41.9 萬 | 0.02% | +338+7.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 4,800 | $42.3 萬 | 0.11% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 4,841 | $42.7 萬 | 0.02% | +3+0.1% | 加碼 |
| Clearstead Advisors, LLC | 4,841 | $42.7 萬 | 0.03% | +81+1.7% | 加碼 |
| Wealth Architects, LLC | 4,886 | $43.1 萬 | 0.08% | −17−0.3% | 減碼 |
| Buckley Wealth Management, LLC | 4,899 | $43.2 萬 | 0.14% | +364+8.0% | 加碼 |
| Waratah Capital Advisors Ltd. | 4,932 | $43.5 萬 | 0.02% | +4,932 | 新進 |
| Smithfield Trust Co | 4,968 | $43.9 萬 | 0.03% | 00.0% | 不變 |
| Sandy Spring Bank | 4,982 | $44.0 萬 | 0.02% | −222−4.3% | 減碼 |
| Baker Tilly Wealth Management, LLC | 5,002 | $44.1 萬 | 0.06% | −1,548−23.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 5,047 | $44.5 萬 | 0.03% | −28−0.6% | 減碼 |
| IFP Advisors, Inc | 5,015 | $44.5 萬 | 0.01% | +2,325+86.4% | 加碼 |
| McDonald Partners LLC | 5,057 | $44.6 萬 | 0.10% | +689+15.8% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $44.8 萬 | 0.02% | 00.0% | 不變 |
| Teza Capital Management LLC | 5,117 | $45.1 萬 | 0.22% | +5,117 | 新進 |