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。
2022 年第 4 季 13F 持有人
Wec Energy Group, Inc. 在 2022/12/31 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
- 1,068
- 較 2022 年第 3 季 +79 家
- 持有股數
- 2.39 億
- 較 2022 年第 3 季 +449.5 萬 (+1.9%)
- 總市值
- $224.1 億
- 較 2022 年第 3 季 +$14.3 億 (+6.8%)
- 新進機構
- 141
- 另有 352 家加碼
- 清倉機構
- 62
- 另有 347 家減碼
另有 23 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 |
2022 年第 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Centennial Bank | 3,625 | $34.0 萬 | 0.19% | +3,625 | 新進 |
| Lincoln National Corp | 3,630 | $34.0 萬 | 0.01% | +198+5.8% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $34.2 萬 | 0.07% | 00.0% | 不變 |
| Values First Advisors, Inc. | 3,653 | $34.2 萬 | 0.24% | +705+23.9% | 加碼 |
| John G Ullman & Associates Inc | 3,711 | $34.8 萬 | 0.06% | +29+0.8% | 加碼 |
| Brady Family Wealth, LLC | 3,734 | $35.0 萬 | 0.14% | +3,734 | 新進 |
| Capital Advisors Inc | 3,739 | $35.1 萬 | 0.01% | +111+3.1% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,790 | $35.5 萬 | 0.18% | +3,790 | 新進 |
| Hutner Capital Management Inc | 3,807 | $35.7 萬 | 0.22% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 3,816 | $35.8 萬 | 0.12% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,816 | $35.8 萬 | 0.04% | +319+9.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,259 | $35.8 萬 | 0.04% | +1,063+33.3% | 加碼 |
| Accurate Wealth Management, LLC | 3,713 | $35.9 萬 | 0.13% | −1,277−25.6% | 減碼 |
| Midwest Professional Planners, LTD. | 3,832 | $35.9 萬 | 0.20% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 3,837 | $36.0 萬 | 0.01% | −2,462−39.1% | 減碼 |
| Gradient Investments LLC | 3,840 | $36.0 萬 | 0.01% | +11+0.3% | 加碼 |
| Merit Financial Group, LLC | 3,853 | $36.1 萬 | 0.01% | +1,360+54.6% | 加碼 |
| Cigna Investments Inc | 3,864 | $36.2 萬 | 0.08% | +10.0% | 加碼 |
| Bank of New Hampshire | 3,870 | $36.3 萬 | 0.11% | −48−1.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,967 | $36.8 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 3,953 | $37.1 萬 | 0.01% | −1,247−24.0% | 減碼 |
| Scissortail Wealth Management, LLC | 3,990 | $37.2 萬 | 0.22% | +3,990 | 新進 |
| IHT Wealth Management, LLC | 3,968 | $37.2 萬 | 0.02% | −534−11.9% | 減碼 |
| Focus Financial Network, Inc. | 3,976 | $37.3 萬 | 0.03% | +10+0.3% | 加碼 |
| WSFS Capital Management, LLC | 4,003 | $37.5 萬 | 0.04% | +4,003 | 新進 |
| Bradley Foster & Sargent Inc | 4,016 | $37.7 萬 | 0.01% | −450−10.1% | 減碼 |
| Insight Wealth Strategies, LLC | 4,031 | $37.8 萬 | 0.07% | +4,031 | 新進 |
| Bryn Mawr Trust Co | 4,063 | $38.1 萬 | 0.02% | −1,050−20.5% | 減碼 |
| Bard Financial Services, Inc. | 4,060 | $38.1 萬 | 0.03% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 4,069 | $38.2 萬 | 0.16% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 4,085 | $38.3 萬 | 0.28% | −180−4.2% | 減碼 |
| Hanson & Doremus Investment Management | 4,119 | $38.6 萬 | 0.08% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,150 | $38.9 萬 | 0.06% | +278+7.2% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 4,156 | $39.0 萬 | 0.21% | −3−0.1% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,171 | $39.1 萬 | 0.05% | −407−8.9% | 減碼 |
| Linden Thomas Advisory Services, LLC | 4,201 | $39.4 萬 | 0.11% | +4,201 | 新進 |
| 1st Source Bank | 4,202 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 4,218 | $39.5 萬 | 0.01% | −1,232−22.6% | 減碼 |
| Ziegler Capital Management, LLC | 4,239 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 4,248 | $39.8 萬 | 0.06% | +17+0.4% | 加碼 |
| International Assets Investment Management, LLC | 4,254 | $39.9 萬 | 0.04% | +1,132+36.3% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 4,259 | $39.9 萬 | 0.03% | −205−4.6% | 減碼 |
| Virtus ETF Advisers LLC | 4,275 | $40.1 萬 | 0.21% | −12,164−74.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,279 | $40.1 萬 | 0.05% | −1,150−21.2% | 減碼 |
| Tarbox Family Office, Inc. | 4,281 | $40.1 萬 | 0.09% | −20.0% | 減碼 |
| First Affirmative Financial Network | 4,293 | $40.3 萬 | 0.49% | −45−1.0% | 減碼 |
| Carl P. Sherr & Co., LLC | 4,305 | $40.4 萬 | 0.31% | 00.0% | 不變 |
| Csenge Advisory Group | 4,311 | $40.4 萬 | 0.03% | +10.0% | 加碼 |
| Virtue Capital Management, LLC | 4,328 | $40.6 萬 | 0.06% | +4,328 | 新進 |
| Prime Capital Investment Advisors, LLC | 4,349 | $40.8 萬 | 0.02% | +4,349 | 新進 |
| Mairs & Power Inc | 4,356 | $40.8 萬 | 0.00% | +212+5.1% | 加碼 |
| Atlantic Trust, LLC | 4,363 | $40.9 萬 | 0.14% | +788+22.0% | 加碼 |
| Ethos Financial Group, LLC | 4,379 | $41.1 萬 | 0.14% | +4,379 | 新進 |
| ZWJ Investment Counsel Inc | 4,438 | $41.6 萬 | 0.02% | 00.0% | 不變 |
| Citizens Financial Group Inc | 4,450 | $41.7 萬 | 0.02% | +100+2.3% | 加碼 |
| PAX Financial Group, LLC | 4,461 | $41.8 萬 | 0.11% | −450−9.2% | 減碼 |
| Wintrust Investments LLC | 4,465 | $41.9 萬 | 0.05% | +576+14.8% | 加碼 |
| CMC Financial Group | 4,464 | $42.0 萬 | 0.67% | 00.0% | 不變 |
| Northstar Asset Management Inc | 4,500 | $42.2 萬 | 0.14% | 00.0% | 不變 |
| McDonough Capital Management, Inc | 4,500 | $42.2 萬 | 0.49% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 4,502 | $42.2 萬 | 0.03% | +411+10.0% | 加碼 |
| Smithfield Trust Co | 4,505 | $42.3 萬 | 0.03% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 4,536 | $42.5 萬 | 0.18% | +1,082+31.3% | 加碼 |
| Ascent Group, LLC | 4,589 | $43.0 萬 | 0.05% | −2,746−37.4% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,601 | $43.1 萬 | 0.01% | −10.0% | 減碼 |
| Bank Ozk | 4,612 | $43.2 萬 | 0.21% | −400−8.0% | 減碼 |
| Main Street Financial Solutions, LLC | 4,608 | $43.3 萬 | 0.07% | +741+19.2% | 加碼 |
| Arete Wealth Advisors, LLC | 4,629 | $43.4 萬 | 0.04% | −1,844−28.5% | 減碼 |
| Forum Financial Management, LP | 4,661 | $43.7 萬 | 0.01% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,690 | $44.0 萬 | 0.06% | −399−7.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,709 | $44.2 萬 | 0.02% | +317+7.2% | 加碼 |
| LS Investment Advisors, LLC | 4,732 | $44.4 萬 | 0.09% | 00.0% | 不變 |
| Aviva PLC | 4,736 | $44.4 萬 | 0.00% | 00.0% | 不變 |
| Planning Center, Inc. | 4,750 | $44.5 萬 | 0.14% | +1,360+40.1% | 加碼 |
| Wealth Architects, LLC | 4,764 | $44.7 萬 | 0.08% | −156−3.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 4,785 | $44.9 萬 | 0.03% | −1,538−24.3% | 減碼 |
| ISAM Funds (UK) Ltd | 4,792 | $44.9 萬 | 1.35% | +4,792 | 新進 |
| Mill Capital Management, LLC | 4,824 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| Marcum Wealth, LLC | 4,827 | $45.3 萬 | 0.06% | −61−1.2% | 減碼 |
| Appleton Partners Inc | 4,857 | $45.5 萬 | 0.04% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 4,863 | $45.6 萬 | 0.06% | −947−16.3% | 減碼 |
| Advisors Capital Management, LLC | 4,877 | $45.7 萬 | 0.01% | +78+1.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 4,877 | $45.7 萬 | 0.00% | +4,877 | 新進 |
| Plancorp, LLC | 4,883 | $45.8 萬 | 0.03% | −1,666−25.4% | 減碼 |
| Diversified Trust Co | 4,882 | $45.8 萬 | 0.02% | −5,010−50.6% | 減碼 |
| Alpha Cubed Investments, LLC | 4,886 | $45.8 萬 | 0.03% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 4,896 | $45.9 萬 | 0.17% | +76+1.6% | 加碼 |
| Mission Wealth Management, LP | 4,896 | $45.9 萬 | 0.02% | +113+2.4% | 加碼 |
| Winton Group Ltd | 4,913 | $46.1 萬 | 0.03% | −21,409−81.3% | 減碼 |
| Hudock, Inc. | 4,922 | $46.2 萬 | 0.16% | +17+0.3% | 加碼 |
| WFA Asset Management Corp | 4,999 | $46.9 萬 | 0.31% | +1,582+46.3% | 加碼 |
| Becker Capital Management Inc | 5,037 | $47.2 萬 | 0.02% | +900+21.8% | 加碼 |
| Bessemer Securities LLC | 5,050 | $47.3 萬 | 0.21% | +5,050 | 新進 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $47.6 萬 | 0.01% | 00.0% | 不變 |
| CenterStar Asset Management, LLC | – | $47.7 萬 | 0.89% | – | – |
| Resources Investment Advisors, LLC. | 5,121 | $48.0 萬 | 0.01% | +920+21.9% | 加碼 |
| Ieq Capital, LLC | 5,177 | $48.5 萬 | 0.01% | −5,277−50.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 5,188 | $48.6 萬 | 0.04% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 5,232 | $49.1 萬 | 0.05% | +15+0.3% | 加碼 |
| Boston Family Office LLC | 5,251 | $49.2 萬 | 0.04% | 00.0% | 不變 |