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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 6,712 | $63.6 萬 | 0.01% | +1,535+29.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 6,665 | $63.2 萬 | 0.04% | +2,163+48.0% | 加碼 |
| Fiera Capital Corp | 6,645 | $63.0 萬 | 0.00% | −325−4.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 6,645 | $63.0 萬 | 0.02% | +169+2.6% | 加碼 |
| Rockland Trust Co | 6,628 | $62.8 萬 | 0.04% | +20.0% | 加碼 |
| Old Second National Bank of Aurora | 6,596 | $62.5 萬 | 0.18% | 00.0% | 不變 |
| Sigma Planning Corp | 6,532 | $61.9 萬 | 0.02% | +393+6.4% | 加碼 |
| Integrated Advisors Network LLC | 6,496 | $61.6 萬 | 0.04% | −35−0.5% | 減碼 |
| MPS Loria Financial Planners, LLC | 6,479 | $61.4 萬 | 0.25% | +29+0.4% | 加碼 |
| North Star Asset Management Inc | 6,455 | $61.2 萬 | 0.04% | −644−9.1% | 減碼 |
| Ti-Trust, Inc | 6,430 | $61.0 萬 | 0.57% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 2,928 | $60.5 萬 | 0.01% | +650+28.5% | 加碼 |
| City State Bank | 6,358 | $60.3 萬 | 0.34% | −164−2.5% | 減碼 |
| Oarsman Capital, Inc. | 6,315 | $59.9 萬 | 0.28% | −1,007−13.8% | 減碼 |
| Edgestream Partners, L.P. | 6,226 | $59.0 萬 | 0.07% | −20,964−77.1% | 減碼 |
| Coastline Trust Co | 6,201 | $58.8 萬 | 0.09% | −55−0.9% | 減碼 |
| Meeder Advisory Services, Inc. | 6,193 | $58.7 萬 | 0.07% | −673−9.8% | 減碼 |
| Waratah Capital Advisors Ltd. | 6,156 | $58.4 萬 | 0.03% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 6,137 | $58.2 萬 | 0.07% | +58+1.0% | 加碼 |
| Drake & Associates, LLC | 6,092 | $57.7 萬 | 0.28% | +121+2.0% | 加碼 |
| Moors & Cabot, Inc. | 6,060 | $57.4 萬 | 0.04% | −22−0.4% | 減碼 |
| Vantage Financial Partners, LLC | 6,048 | $57.3 萬 | 0.23% | +42+0.7% | 加碼 |
| Boston Private Wealth LLC | 6,024 | $57.1 萬 | 0.01% | −237−3.8% | 減碼 |
| Bridges Investment Management Inc | 6,000 | $56.9 萬 | 0.02% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 5,944 | $56.3 萬 | 0.14% | +1,743+41.5% | 加碼 |
| Chicago Capital, LLC | 5,885 | $55.8 萬 | 0.03% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 5,823 | $55.2 萬 | 0.03% | 00.0% | 不變 |
| HB Wealth Management, LLC | 5,779 | $54.8 萬 | 0.01% | +2,219+62.3% | 加碼 |
| Phillips Wealth Planners LLC | 5,702 | $54.7 萬 | 0.72% | +3,105+119.6% | 加碼 |
| LVZ Advisors, Inc. | 5,728 | $54.3 萬 | 0.08% | +300+5.5% | 加碼 |
| Spinnaker Trust | 5,723 | $54.2 萬 | 0.04% | −3,575−38.4% | 減碼 |
| Apollon Wealth Management, LLC | 5,638 | $53.4 萬 | 0.03% | −945−14.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 5,609 | $53.2 萬 | 0.04% | +824+17.2% | 加碼 |
| McDonald Partners LLC | 5,578 | $52.9 萬 | 0.17% | −8−0.1% | 減碼 |
| Courier Capital LLC | 5,570 | $52.8 萬 | 0.06% | 00.0% | 不變 |
| Front Barnett Associates LLC | 5,551 | $52.6 萬 | 0.06% | 00.0% | 不變 |
| TrinityPoint Wealth, LLC | 5,538 | $52.5 萬 | 0.11% | +70+1.3% | 加碼 |
| Resources Investment Advisors, LLC. | 5,496 | $52.1 萬 | 0.01% | +375+7.3% | 加碼 |
| Mather Group, LLC. | 5,489 | $52.0 萬 | 0.01% | −258−4.5% | 減碼 |
| Trust Co of Toledo NA | 5,472 | $51.9 萬 | 0.09% | +59+1.1% | 加碼 |
| West Paces Advisors Inc. | 5,446 | $51.6 萬 | 0.16% | −110−2.0% | 減碼 |
| West Family Investments, Inc. | 5,443 | $51.6 萬 | 0.20% | −293−5.1% | 減碼 |
| Milestone Investment Advisors LLC | 5,418 | $51.4 萬 | 0.16% | +5,418 | 新進 |
| Marcum Wealth, LLC | 5,394 | $51.1 萬 | 0.06% | +567+11.7% | 加碼 |
| Mill Capital Management, LLC | 5,349 | $50.7 萬 | 0.05% | +525+10.9% | 加碼 |
| Fukoku Mutual Life Insurance Co | 5,310 | $50.3 萬 | 0.05% | 00.0% | 不變 |
| Claro Advisors LLC | 5,292 | $50.2 萬 | 0.15% | +5,292 | 新進 |
| Titleist Asset Management, LLC | 5,290 | $50.1 萬 | 0.11% | +5,290 | 新進 |
| Chesley Taft & Associates LLC | 5,280 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 5,266 | $49.9 萬 | 0.01% | −54−1.0% | 減碼 |
| SPC Financial, Inc. | 5,262 | $49.9 萬 | 0.06% | +12+0.2% | 加碼 |
| Boston Family Office LLC | 5,251 | $49.8 萬 | 0.04% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 5,250 | $49.8 萬 | 0.05% | +18+0.3% | 加碼 |
| IHT Wealth Management, LLC | 5,205 | $49.3 萬 | 0.03% | +1,237+31.2% | 加碼 |
| Moody Lynn & Lieberson, LLC | 5,188 | $49.2 萬 | 0.04% | 00.0% | 不變 |
| Park National Corp | 5,188 | $49.2 萬 | 0.02% | +2,902+126.9% | 加碼 |
| Diversified Trust Co | 5,123 | $48.6 萬 | 0.02% | +241+4.9% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $48.1 萬 | 0.01% | 00.0% | 不變 |
| Bessemer Securities LLC | 5,050 | $47.9 萬 | 0.22% | 00.0% | 不變 |
| Becker Capital Management Inc | 5,037 | $47.7 萬 | 0.02% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $47.7 萬 | 0.10% | −5,075−50.2% | 減碼 |
| WFA Asset Management Corp | 5,030 | $47.7 萬 | 0.29% | +31+0.6% | 加碼 |
| Transcend Wealth Collective, LLC | 5,029 | $47.7 萬 | 0.05% | −276−5.2% | 減碼 |
| Balentine LLC | 5,019 | $47.6 萬 | 0.02% | −3,202−38.9% | 減碼 |
| Clearstead Advisors, LLC | 4,999 | $47.4 萬 | 0.03% | −706−12.4% | 減碼 |
| Plancorp, LLC | 4,981 | $47.2 萬 | 0.03% | +98+2.0% | 加碼 |
| Mission Wealth Management, LP | 4,945 | $46.9 萬 | 0.02% | +49+1.0% | 加碼 |
| Hudock, Inc. | 4,942 | $46.9 萬 | 0.12% | +20+0.4% | 加碼 |
| Planning Center, Inc. | 4,750 | $46.5 萬 | 0.13% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 4,840 | $45.9 萬 | 0.17% | −56−1.1% | 減碼 |
| Greenfield Savings Bank | 4,829 | $45.8 萬 | 0.30% | −550−10.2% | 減碼 |
| Appleton Partners Inc | 4,792 | $45.4 萬 | 0.04% | −65−1.3% | 減碼 |
| PAX Financial Group, LLC | 4,769 | $45.2 萬 | 0.11% | +308+6.9% | 加碼 |
| Wealth Architects, LLC | 4,764 | $45.2 萬 | 0.08% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,754 | $45.1 萬 | 0.01% | −123−2.5% | 減碼 |
| Aviva PLC | 4,736 | $44.9 萬 | 0.00% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,736 | $44.9 萬 | 0.06% | +46+1.0% | 加碼 |
| LS Investment Advisors, LLC | 4,732 | $44.9 萬 | 0.08% | 00.0% | 不變 |
| Smithfield Trust Co | 4,705 | $44.7 萬 | 0.03% | +200+4.4% | 加碼 |
| Nilsine Partners, LLC | 4,674 | $44.3 萬 | 0.07% | +4,674 | 新進 |
| OneAscent Financial Services LLC | 4,668 | $44.2 萬 | 0.18% | +132+2.9% | 加碼 |
| Forum Financial Management, LP | 4,662 | $44.2 萬 | 0.01% | +10.0% | 加碼 |
| Paragon Private Wealth Management, LLC | 4,629 | $43.9 萬 | 0.37% | +1,296+38.9% | 加碼 |
| Bank Ozk | 4,612 | $43.7 萬 | 0.22% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 4,601 | $43.6 萬 | 0.00% | +4,601 | 新進 |
| Douglass Winthrop Advisors, LLC | 4,601 | $43.6 萬 | 0.01% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 4,582 | $43.4 萬 | 0.08% | +1,664+57.0% | 加碼 |
| Citizens Financial Group Inc | 4,550 | $43.1 萬 | 0.02% | +100+2.2% | 加碼 |
| McDonough Capital Management, Inc | 4,525 | $42.9 萬 | 0.44% | +25+0.6% | 加碼 |
| CWM Advisors, LLC | 4,480 | $42.5 萬 | 0.05% | −1,923−30.0% | 減碼 |
| ZWJ Investment Counsel Inc | 4,438 | $42.1 萬 | 0.02% | 00.0% | 不變 |
| Haverford Trust Co | 4,355 | $41.3 萬 | 0.00% | +1,175+36.9% | 加碼 |
| First Affirmative Financial Network | 4,354 | $41.3 萬 | 0.48% | +61+1.4% | 加碼 |
| Ethos Financial Group, LLC | 4,347 | $41.2 萬 | 0.13% | −32−0.7% | 減碼 |
| Toroso Investments, LLC | 4,328 | $41.0 萬 | 0.01% | +375+9.5% | 加碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,315 | $40.9 萬 | 0.21% | +525+13.9% | 加碼 |
| Alpha Cubed Investments, LLC | 4,314 | $40.9 萬 | 0.03% | −572−11.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,311 | $40.9 萬 | 0.05% | +32+0.7% | 加碼 |
| Carl P. Sherr & Co., LLC | 4,305 | $40.8 萬 | 0.29% | 00.0% | 不變 |
| Csenge Advisory Group | 4,293 | $40.7 萬 | 0.03% | −18−0.4% | 減碼 |