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 2 季 13F 持有人
Wec Energy Group, Inc. 在 2023/6/30 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
- 1,026
- 較 2023 年第 1 季 +11 家
- 持有股數
- 2.39 億
- 較 2023 年第 1 季 +193.7 萬 (+0.8%)
- 總市值
- $211.1 億
- 較 2023 年第 1 季 −$13.7 億 (−6.1%)
- 新進機構
- 90
- 另有 344 家加碼
- 清倉機構
- 79
- 另有 360 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 4,104 | $36.2 萬 | 0.07% | +278+7.3% | 加碼 |
| OneAscent Financial Services LLC | 4,137 | $36.5 萬 | 0.16% | −531−11.4% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,142 | $36.6 萬 | 0.03% | −88−2.1% | 減碼 |
| 1st Source Bank | 4,171 | $36.8 萬 | 0.02% | −31−0.7% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 4,181 | $36.9 萬 | 0.03% | +4,181 | 新進 |
| Horizon Investments, LLC | 4,223 | $36.9 萬 | 0.01% | −45−1.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 4,209 | $37.1 萬 | 0.01% | +499+13.5% | 加碼 |
| Focus Financial Network, Inc. | 4,217 | $37.2 萬 | 0.02% | +205+5.1% | 加碼 |
| Ziegler Capital Management, LLC | 4,239 | $37.4 萬 | 0.01% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 4,271 | $37.7 萬 | 0.07% | +205+5.0% | 加碼 |
| Tarbox Family Office, Inc. | 4,281 | $37.8 萬 | 0.07% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 4,293 | $37.9 萬 | 0.25% | −12−0.3% | 減碼 |
| Alpha Cubed Investments, LLC | 4,314 | $38.1 萬 | 0.03% | 00.0% | 不變 |
| First Affirmative Financial Network | 4,357 | $38.4 萬 | 0.38% | +3+0.1% | 加碼 |
| Bank Ozk | 4,376 | $38.6 萬 | 0.18% | −236−5.1% | 減碼 |
| Virtu Financial LLC | 4,412 | $38.9 萬 | 0.03% | +1,847+72.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 4,420 | $39.0 萬 | 0.01% | +4,420 | 新進 |
| Mission Wealth Management, LP | 4,435 | $39.1 萬 | 0.01% | −510−10.3% | 減碼 |
| ZWJ Investment Counsel Inc | 4,438 | $39.2 萬 | 0.02% | 00.0% | 不變 |
| CWM Advisors, LLC | 4,488 | $39.6 萬 | 0.05% | +8+0.2% | 加碼 |
| Csenge Advisory Group | 4,492 | $39.6 萬 | 0.03% | +199+4.6% | 加碼 |
| McDonough Capital Management, Inc | 4,525 | $39.9 萬 | 0.37% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 4,539 | $40.1 萬 | 0.04% | +228+5.3% | 加碼 |
| Bessemer Securities LLC | 4,550 | $40.1 萬 | 0.27% | −500−9.9% | 減碼 |
| Citizens Financial Group Inc | 4,550 | $40.1 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 4,557 | $40.2 萬 | 0.01% | +229+5.3% | 加碼 |
| Advisors Capital Management, LLC | 4,564 | $40.3 萬 | 0.01% | −190−4.0% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,601 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Machina Capital S.A.S. | 4,645 | $41.0 萬 | 0.23% | +4,645 | 新進 |
| United Capital Financial Advisers, LLC | 4,669 | $41.2 萬 | 0.00% | −4,147−47.0% | 減碼 |
| Forum Financial Management, LP | 4,669 | $41.2 萬 | 0.01% | +7+0.2% | 加碼 |
| Ethos Financial Group, LLC | 4,347 | $41.2 萬 | 0.14% | 00.0% | 不變 |
| Trust Co of Toledo NA | 4,672 | $41.2 萬 | 0.07% | −800−14.6% | 減碼 |
| IFP Advisors, Inc | 6,658 | $41.5 萬 | 0.02% | −9,789−59.5% | 減碼 |
| Nilsine Partners, LLC | 4,703 | $41.5 萬 | 0.06% | +29+0.6% | 加碼 |
| Mairs & Power Inc | 4,714 | $41.6 萬 | 0.00% | −2,242−32.2% | 減碼 |
| LS Investment Advisors, LLC | 4,732 | $41.8 萬 | 0.07% | 00.0% | 不變 |
| Aviva PLC | 4,736 | $41.8 萬 | 0.00% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,738 | $41.8 萬 | 0.05% | +20.0% | 加碼 |
| Equitable Holdings, Inc. | 4,740 | $41.8 萬 | 0.01% | +799+20.3% | 加碼 |
| Balentine LLC | 4,768 | $42.1 萬 | 0.01% | −251−5.0% | 減碼 |
| West Michigan Advisors, LLC | 4,769 | $42.1 萬 | 0.17% | +1,905+66.5% | 加碼 |
| Appleton Partners Inc | 4,792 | $42.3 萬 | 0.04% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,824 | $42.6 萬 | 0.04% | −525−9.8% | 減碼 |
| Greenfield Savings Bank | 4,829 | $42.6 萬 | 0.29% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 4,500 | $42.7 萬 | 0.01% | −6,138−57.7% | 減碼 |
| Plancorp, LLC | 4,859 | $42.9 萬 | 0.02% | −122−2.4% | 減碼 |
| Smithfield Trust Co | 4,881 | $43.3 萬 | 0.03% | +176+3.7% | 加碼 |
| Ropes Wealth Advisors LLC | 4,950 | $43.7 萬 | 0.07% | +368+8.0% | 加碼 |
| PAX Financial Group, LLC | 4,951 | $43.7 萬 | 0.10% | +182+3.8% | 加碼 |
| Hudock, Inc. | 4,967 | $43.8 萬 | 0.10% | +25+0.5% | 加碼 |
| Clearstead Advisors, LLC | 4,978 | $43.9 萬 | 0.03% | −21−0.4% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,022 | $44.3 萬 | 0.35% | +393+8.5% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $44.4 萬 | 0.09% | 00.0% | 不變 |
| Becker Capital Management Inc | 5,037 | $44.4 萬 | 0.02% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $44.8 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 5,090 | $44.9 萬 | 0.01% | −4,065−44.4% | 減碼 |
| Wealth Architects, LLC | 5,130 | $45.3 萬 | 0.07% | +366+7.7% | 加碼 |
| WFA Asset Management Corp | 5,130 | $45.3 萬 | 0.27% | +100+2.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 5,188 | $45.8 萬 | 0.04% | 00.0% | 不變 |
| Boston Family Office LLC | 5,251 | $46.4 萬 | 0.04% | 00.0% | 不變 |
| SPC Financial, Inc. | 5,262 | $46.4 萬 | 0.05% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 5,268 | $46.5 萬 | 0.04% | +18+0.3% | 加碼 |
| Chesley Taft & Associates LLC | 5,280 | $46.6 萬 | 0.03% | 00.0% | 不變 |
| Merit Financial Group, LLC | 5,397 | $47.6 萬 | 0.02% | +1,633+43.4% | 加碼 |
| Boston Private Wealth LLC | 5,416 | $47.8 萬 | 0.01% | −608−10.1% | 減碼 |
| West Paces Advisors Inc. | 5,425 | $47.9 萬 | 0.14% | −21−0.4% | 減碼 |
| Eqis Capital Management, Inc. | 5,426 | $47.9 萬 | 0.05% | −711−11.6% | 減碼 |
| Diversified Trust Co | 5,438 | $48.0 萬 | 0.02% | +315+6.1% | 加碼 |
| Jefferies Financial Group Inc. | 5,526 | $48.8 萬 | 0.01% | +3,010+119.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,543 | $48.9 萬 | 0.03% | −66−1.2% | 減碼 |
| Front Barnett Associates LLC | 5,551 | $49.0 萬 | 0.06% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 5,565 | $49.1 萬 | 0.02% | −73−1.3% | 減碼 |
| Courier Capital LLC | 5,570 | $49.1 萬 | 0.04% | 00.0% | 不變 |
| Summit Financial, LLC | 5,583 | $49.3 萬 | 0.04% | +5,583 | 新進 |
| Resources Investment Advisors, LLC. | 5,593 | $49.3 萬 | 0.01% | +97+1.8% | 加碼 |
| TrinityPoint Wealth, LLC | 5,594 | $49.4 萬 | 0.10% | +56+1.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 5,604 | $49.4 萬 | 0.01% | +338+6.4% | 加碼 |
| WSFS Capital Management, LLC | 5,619 | $49.6 萬 | 0.05% | +1,685+42.8% | 加碼 |
| Spinnaker Trust | 5,648 | $49.8 萬 | 0.04% | −75−1.3% | 減碼 |
| Sigma Planning Corp | 5,668 | $50.0 萬 | 0.02% | −864−13.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 5,676 | $50.1 萬 | 0.03% | −989−14.8% | 減碼 |
| McDonald Partners LLC | 5,696 | $50.3 萬 | 0.15% | +118+2.1% | 加碼 |
| Daymark Wealth Partners, LLC | 5,735 | $50.6 萬 | 0.04% | +1,968+52.2% | 加碼 |
| Chicago Capital, LLC | 5,885 | $51.9 萬 | 0.02% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 5,889 | $52.0 萬 | 0.23% | −426−6.7% | 減碼 |
| Bridges Investment Management Inc | 6,000 | $52.9 萬 | 0.02% | 00.0% | 不變 |
| Drake & Associates, LLC | 6,015 | $53.1 萬 | 0.24% | −77−1.3% | 減碼 |
| Moors & Cabot, Inc. | 6,043 | $53.3 萬 | 0.04% | −17−0.3% | 減碼 |
| Vantage Financial Partners, LLC | 6,093 | $53.8 萬 | 0.20% | +45+0.7% | 加碼 |
| Ballentine Partners, LLC | 6,180 | $54.5 萬 | 0.01% | −6,100−49.7% | 減碼 |
| HB Wealth Management, LLC | 6,180 | $54.5 萬 | 0.01% | +401+6.9% | 加碼 |
| Two Sigma Advisers, LP | 6,200 | $54.7 萬 | 0.00% | −42,900−87.4% | 減碼 |
| Phillips Wealth Planners LLC | 6,253 | $55.2 萬 | 0.72% | +551+9.7% | 加碼 |
| Meeder Advisory Services, Inc. | 6,266 | $55.3 萬 | 0.06% | +73+1.2% | 加碼 |
| North Star Asset Management Inc | 6,305 | $55.6 萬 | 0.03% | −150−2.3% | 減碼 |
| City State Bank | 6,358 | $56.1 萬 | 0.30% | 00.0% | 不變 |
| Ti-Trust, Inc | 6,430 | $56.7 萬 | 0.52% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 6,448 | $56.9 萬 | 0.03% | −48−0.7% | 減碼 |
| Mather Group, LLC. | 6,494 | $57.3 萬 | 0.01% | +1,005+18.3% | 加碼 |