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。
2023 年第 1 季 13F 持有人
Wec Energy Group, Inc. 在 2023/3/31 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
- 1,018
- 較 2022 年第 4 季 −27 家
- 持有股數
- 2.37 億
- 較 2022 年第 4 季 −160.1 萬 (−0.7%)
- 總市值
- $224.9 億
- 較 2022 年第 4 季 +$9,342 萬 (+0.4%)
- 新進機構
- 79
- 另有 368 家加碼
- 清倉機構
- 106
- 另有 321 家減碼
另有 23 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 2,770 | $26.3 萬 | 0.03% | 00.0% | 不變 |
| Argent Trust Co | 2,786 | $26.4 萬 | 0.02% | +150+5.7% | 加碼 |
| Fulton Bank, N.A. | 2,800 | $26.5 萬 | 0.01% | +292+11.6% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $26.8 萬 | 0.03% | 00.0% | 不變 |
| MTM Investment Management, LLC | 2,830 | $26.8 萬 | 0.14% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 2,851 | $27.0 萬 | 0.12% | −2−0.1% | 減碼 |
| Carlson Capital Management | 2,853 | $27.0 萬 | 0.02% | 00.0% | 不變 |
| West Michigan Advisors, LLC | 2,864 | $27.1 萬 | 0.15% | +2,864 | 新進 |
| Strategy Asset Managers LLC | 2,866 | $27.2 萬 | 0.07% | −105−3.5% | 減碼 |
| Financial Counselors Inc | 2,874 | $27.2 萬 | 0.01% | −41−1.4% | 減碼 |
| Lodestone Wealth Management LLC | 2,888 | $27.4 萬 | 0.21% | −169−5.5% | 減碼 |
| Duncker Streett & Co Inc | 2,905 | $27.5 萬 | 0.07% | −375−11.4% | 減碼 |
| Mark Stevens | 2,912 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| Isthmus Partners, LLC | 2,929 | $27.8 萬 | 0.04% | +400+15.8% | 加碼 |
| Compass Financial Group, INC | 2,938 | $27.8 萬 | 0.09% | 00.0% | 不變 |
| Providence Wealth Advisors, LLC | 2,891 | $27.9 萬 | 0.21% | +10+0.3% | 加碼 |
| Ostrum Asset Management | 2,946 | $27.9 萬 | 0.02% | +2,946 | 新進 |
| Gladstone Institutional Advisory LLC | 2,949 | $28.0 萬 | 0.02% | +449+18.0% | 加碼 |
| Boston Financial Mangement LLC | 2,972 | $28.2 萬 | 0.01% | +52+1.8% | 加碼 |
| First Interstate Bank | 2,979 | $28.2 萬 | 0.02% | −25−0.8% | 減碼 |
| Capital Investment Services of America, Inc. | 2,981 | $28.3 萬 | 0.03% | 00.0% | 不變 |
| Axiom Financial Strategies, LLC | 2,984 | $28.3 萬 | 0.16% | +193+6.9% | 加碼 |
| RSM US Wealth Management LLC | 2,985 | $28.3 萬 | 0.01% | +2,985 | 新進 |
| Connectus Wealth, LLC | 2,988 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 2,863 | $28.3 萬 | 0.00% | −4,800−62.6% | 減碼 |
| Buckingham Strategic Wealth, LLC | 3,049 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Acrisure Capital Management, LLC | 3,018 | $28.6 萬 | 0.29% | −4,389−59.3% | 減碼 |
| Bremer Bank National Association | 3,028 | $28.7 萬 | 0.06% | +35+1.2% | 加碼 |
| CRA Financial Services, LLC | 3,030 | $28.7 萬 | 0.09% | 00.0% | 不變 |
| Stephens Inc | 3,058 | $29.0 萬 | 0.01% | +295+10.7% | 加碼 |
| Lazard Asset Management LLC | 3,065 | $29.0 萬 | 0.00% | −25,919−89.4% | 減碼 |
| Umb Bank N A | 3,097 | $29.4 萬 | 0.00% | +210+7.3% | 加碼 |
| Capital Asset Advisory Services LLC | 3,134 | $29.7 萬 | 0.02% | −3,286−51.2% | 減碼 |
| Centre Asset Management, LLC | 3,165 | $30.0 萬 | 0.07% | −120−3.7% | 減碼 |
| Pitcairn Co | 3,189 | $30.2 萬 | 0.03% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 3,207 | $30.4 萬 | 0.22% | +13+0.4% | 加碼 |
| LGT Financial Advisors LLC | 3,222 | $30.5 萬 | 0.57% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,244 | $30.7 萬 | 0.03% | +430+15.3% | 加碼 |
| Callan Capital, LLC | 3,246 | $30.8 萬 | 0.04% | 00.0% | 不變 |
| Sterling Investment Advisors LLC | 3,250 | $30.8 萬 | 0.20% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 3,251 | $30.8 萬 | 0.19% | −28−0.9% | 減碼 |
| D L Carlson Investment Group Inc | 3,255 | $30.9 萬 | 0.07% | 00.0% | 不變 |
| Moody National Bank Trust Division | 3,305 | $31.3 萬 | 0.03% | +137+4.3% | 加碼 |
| Bank of Stockton | 3,332 | $31.6 萬 | 0.11% | 00.0% | 不變 |
| Summit Asset Management, LLC | 3,335 | $31.6 萬 | 0.09% | 00.0% | 不變 |
| BLB&B Advisors, LLC | 3,364 | $31.9 萬 | 0.02% | +528+18.6% | 加碼 |
| Zions Bancorporation, N.A. | 3,366 | $31.9 萬 | 0.03% | −40−1.2% | 減碼 |
| Inspirion Wealth Advisors, LLC | 3,380 | $32.0 萬 | 0.06% | +71+2.1% | 加碼 |
| MQS Management LLC | 3,383 | $32.1 萬 | 0.21% | +3,383 | 新進 |
| Centennial Wealth Advisory LLC | 3,396 | $32.2 萬 | 0.17% | +450+15.3% | 加碼 |
| Rehmann Capital Advisory Group | 3,398 | $32.2 萬 | 0.03% | +59+1.8% | 加碼 |
| Crewe Advisors LLC | 3,400 | $32.2 萬 | 0.05% | +24+0.7% | 加碼 |
| Ambassador Advisors, LLC | 3,446 | $32.3 萬 | 0.07% | +3,446 | 新進 |
| Vident Investment Advisory, LLC | 3,422 | $32.4 萬 | 0.01% | −12,158−78.0% | 減碼 |
| Successful Portfolios LLC | 3,424 | $32.5 萬 | 0.20% | −2−0.1% | 減碼 |
| Sandy Spring Bank | 3,444 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 3,475 | $32.9 萬 | 0.04% | +25+0.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 3,500 | $33.2 萬 | 0.01% | −42−1.2% | 減碼 |
| IAG Wealth Partners, LLC | 3,520 | $33.4 萬 | 0.09% | −86−2.4% | 減碼 |
| Change Path, LLC | 3,527 | $33.4 萬 | 0.02% | +1,202+51.7% | 加碼 |
| Financial Advocates Investment Management | 3,537 | $33.5 萬 | 0.03% | +15+0.4% | 加碼 |
| Checchi Capital Advisers, LLC | 3,544 | $33.6 萬 | 0.03% | −272−7.1% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 3,577 | $33.9 萬 | 0.35% | +184+5.4% | 加碼 |
| OneAscent Wealth Management LLC | 3,591 | $34.0 萬 | 0.13% | +7+0.2% | 加碼 |
| Coldstream Capital Management Inc | 3,593 | $34.1 萬 | 0.01% | +589+19.6% | 加碼 |
| Lincoln National Corp | 3,600 | $34.1 萬 | 0.01% | −30−0.8% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $34.6 萬 | 0.08% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 3,654 | $34.6 萬 | 0.05% | +48+1.3% | 加碼 |
| Clarius Group, LLC | 3,675 | $34.8 萬 | 0.03% | +137+3.9% | 加碼 |
| John G Ullman & Associates Inc | 3,682 | $34.9 萬 | 0.05% | −29−0.8% | 減碼 |
| Banque Pictet & Cie SA | 3,683 | $34.9 萬 | 0.00% | −3,053−45.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,710 | $35.2 萬 | 0.01% | +540+17.0% | 加碼 |
| Schechter Investment Advisors, LLC | 3,714 | $35.2 萬 | 0.03% | +270+7.8% | 加碼 |
| Capital Advisors Inc | 3,746 | $35.5 萬 | 0.01% | +7+0.2% | 加碼 |
| Brady Family Wealth, LLC | 3,761 | $35.7 萬 | 0.14% | +27+0.7% | 加碼 |
| Merit Financial Group, LLC | 3,764 | $35.7 萬 | 0.01% | −89−2.3% | 減碼 |
| Daymark Wealth Partners, LLC | 3,767 | $35.7 萬 | 0.05% | +3,767 | 新進 |
| Chesapeake Asset Management LLC | 3,774 | $35.8 萬 | 0.33% | +3,774 | 新進 |
| Cigna Investments Inc | 3,795 | $36.0 萬 | 0.07% | −69−1.8% | 減碼 |
| Hutner Capital Management Inc | 3,807 | $36.1 萬 | 0.22% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 3,816 | $36.2 萬 | 0.12% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 3,826 | $36.3 萬 | 0.07% | +352+10.1% | 加碼 |
| Oak Thistle LLC | 3,827 | $36.3 萬 | 0.21% | +561+17.2% | 加碼 |
| Midwest Professional Planners, LTD. | 3,832 | $36.3 萬 | 0.18% | 00.0% | 不變 |
| Gradient Investments LLC | 3,849 | $36.5 萬 | 0.01% | +9+0.2% | 加碼 |
| Bank of New Hampshire | 3,870 | $36.7 萬 | 0.11% | 00.0% | 不變 |
| Values First Advisors, Inc. | 3,881 | $36.8 萬 | 0.23% | +228+6.2% | 加碼 |
| Main Street Financial Solutions, LLC | 3,887 | $36.9 萬 | 0.05% | −721−15.6% | 減碼 |
| WSFS Capital Management, LLC | 3,934 | $37.3 萬 | 0.04% | −69−1.7% | 減碼 |
| Equitable Holdings, Inc. | 3,941 | $37.4 萬 | 0.01% | −277−6.6% | 減碼 |
| Hanson & Doremus Investment Management | 3,947 | $37.4 萬 | 0.08% | −172−4.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 3,967 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| Ossiam | 3,990 | $37.8 萬 | 0.01% | −8,875−69.0% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,003 | $37.9 萬 | 0.04% | −168−4.0% | 減碼 |
| Focus Financial Network, Inc. | 4,012 | $38.0 萬 | 0.02% | +36+0.9% | 加碼 |
| Bradley Foster & Sargent Inc | 4,016 | $38.1 萬 | 0.01% | 00.0% | 不變 |
| Howe & Rusling Inc | 4,019 | $38.1 萬 | 0.05% | +4,019 | 新進 |
| Bard Financial Services, Inc. | 4,060 | $38.5 萬 | 0.03% | 00.0% | 不變 |
| AlphaCore Capital LLC | 4,065 | $38.5 萬 | 0.10% | +4,065 | 新進 |
| Insight Wealth Strategies, LLC | 4,066 | $38.5 萬 | 0.08% | +35+0.9% | 加碼 |