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 4 季 13F 持有人
Wec Energy Group, Inc. 在 2023/12/31 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
- 1,051
- 較 2023 年第 3 季 +78 家
- 持有股數
- 2.43 億
- 較 2023 年第 3 季 +429.6 萬 (+1.8%)
- 總市值
- $204.8 億
- 較 2023 年第 3 季 +$12.2 億 (+6.3%)
- 新進機構
- 148
- 另有 326 家加碼
- 清倉機構
- 70
- 另有 381 家減碼
另有 18 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 4,452 | $37.5 萬 | 0.02% | −324−6.8% | 減碼 |
| Advisors Capital Management, LLC | 4,468 | $37.6 萬 | 0.01% | −9−0.2% | 減碼 |
| Equitable Holdings, Inc. | 4,470 | $37.6 萬 | 0.00% | −279−5.9% | 減碼 |
| Blossom Wealth Management | 4,500 | $37.9 萬 | 1.02% | +703+18.5% | 加碼 |
| Phillips Wealth Planners LLC | 4,730 | $38.0 萬 | 0.46% | −1,493−24.0% | 減碼 |
| McDonough Capital Management, Inc | 4,525 | $38.1 萬 | 0.33% | 00.0% | 不變 |
| Wintrust Investments LLC | 4,539 | $38.2 萬 | 0.04% | +684+17.7% | 加碼 |
| Becker Capital Management Inc | 4,587 | $38.6 萬 | 0.01% | −557−10.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 4,601 | $38.7 萬 | 0.01% | 00.0% | 不變 |
| AlphaCore Capital LLC | 4,656 | $39.2 萬 | 0.06% | +906+24.2% | 加碼 |
| Forum Financial Management, LP | 4,669 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| West Paces Advisors Inc. | 4,687 | $39.5 萬 | 0.11% | −473−9.2% | 減碼 |
| Partnership Wealth Management, LLC | 4,900 | $39.6 萬 | 0.30% | +4,900 | 新進 |
| Greenfield Savings Bank | 4,703 | $39.6 萬 | 0.23% | −101−2.1% | 減碼 |
| Donaldson Capital Management, LLC | 4,728 | $39.8 萬 | 0.02% | −19−0.4% | 減碼 |
| LS Investment Advisors, LLC | 4,732 | $39.8 萬 | 0.07% | 00.0% | 不變 |
| Aviva PLC | 4,736 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,741 | $39.9 萬 | 0.05% | +10.0% | 加碼 |
| Meeder Advisory Services, Inc. | 4,742 | $39.9 萬 | 0.05% | −985−17.2% | 減碼 |
| Focus Financial Network Inc | 4,742 | $39.9 萬 | 0.02% | +4,742 | 新進 |
| Eqis Capital Management, Inc. | 4,762 | $40.1 萬 | 0.03% | −287−5.7% | 減碼 |
| Appleton Partners Inc | 4,792 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Advisor OS, LLC | 4,794 | $40.4 萬 | 0.05% | +2,108+78.5% | 加碼 |
| Girard Partners Ltd. | 4,798 | $40.4 萬 | 0.04% | −1,290−21.2% | 減碼 |
| Mill Capital Management, LLC | 4,824 | $40.6 萬 | 0.04% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 4,903 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| PAX Financial Group, LLC | 5,352 | $41.4 萬 | 0.09% | +303+6.0% | 加碼 |
| Diversified Trust Co | 4,965 | $41.8 萬 | 0.01% | −184−3.6% | 減碼 |
| Hudock, Inc. | 4,976 | $41.9 萬 | 0.09% | +5+0.1% | 加碼 |
| Park Place Capital Corp | 4,978 | $41.9 萬 | 0.17% | +3,358+207.3% | 加碼 |
| Merit Financial Group, LLC | 5,008 | $42.2 萬 | 0.01% | +694+16.1% | 加碼 |
| Inspirion Wealth Advisors, LLC | 4,894 | $42.2 萬 | 0.08% | −3−0.1% | 減碼 |
| WFA Asset Management Corp | 5,019 | $42.2 萬 | 0.23% | −144−2.8% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $42.4 萬 | 0.07% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $42.8 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 5,117 | $43.1 萬 | 0.10% | +5,117 | 新進 |
| Old Second National Bank of Aurora | 5,118 | $43.1 萬 | 0.12% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 5,134 | $43.2 萬 | 0.03% | −438−7.9% | 減碼 |
| Wealth Architects, LLC | 5,148 | $43.3 萬 | 0.06% | 00.0% | 不變 |
| Weaver Capital Management LLC | 5,153 | $43.4 萬 | 0.18% | +5,153 | 新進 |
| Axxcess Wealth Management, LLC | 5,164 | $43.5 萬 | 0.01% | +2,162+72.0% | 加碼 |
| Mission Wealth Management, LP | 5,207 | $43.8 萬 | 0.01% | −83−1.6% | 減碼 |
| Toroso Investments, LLC | 5,247 | $44.2 萬 | 0.01% | −27−0.5% | 減碼 |
| Mather Group, LLC. | 5,249 | $44.2 萬 | 0.01% | −252−4.6% | 減碼 |
| Boston Family Office LLC | 5,251 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| Golden State Equity Partners | 5,272 | $44.4 萬 | 0.11% | +1,181+28.9% | 加碼 |
| Chesley Taft & Associates LLC | 5,280 | $44.4 萬 | 0.02% | 00.0% | 不變 |
| CWM Advisors, LLC | 5,299 | $44.6 萬 | 0.05% | +760+16.7% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,309 | $44.7 萬 | 0.01% | +949+21.8% | 加碼 |
| Summit Financial, LLC | 5,348 | $45.0 萬 | 0.03% | −240−4.3% | 減碼 |
| Claro Advisors LLC | 5,385 | $45.3 萬 | 0.10% | −1,714−24.1% | 減碼 |
| Signaturefd, LLC | 5,393 | $45.4 萬 | 0.01% | −829−13.3% | 減碼 |
| North Star Asset Management Inc | 5,410 | $45.5 萬 | 0.02% | 00.0% | 不變 |
| Hutner Capital Management Inc | 5,427 | $45.7 萬 | 0.27% | +736+15.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,442 | $45.8 萬 | 0.03% | −1,571−22.4% | 減碼 |
| Lincoln National Corp | 5,473 | $46.1 萬 | 0.01% | +2,260+70.3% | 加碼 |
| Rehmann Capital Advisory Group | 5,475 | $46.1 萬 | 0.04% | +1,933+54.6% | 加碼 |
| Paradigm Financial Partners, LLC | 5,480 | $46.1 萬 | 0.11% | +5,480 | 新進 |
| Northcape Wealth Management, LLC | 5,530 | $46.5 萬 | 0.17% | +5,530 | 新進 |
| Courier Capital LLC | 5,568 | $46.9 萬 | 0.04% | −20.0% | 減碼 |
| Chicago Capital, LLC | 5,638 | $47.5 萬 | 0.02% | −247−4.2% | 減碼 |
| Horizon Investments, LLC | 5,699 | $47.5 萬 | 0.01% | +1,386+32.1% | 加碼 |
| Spinnaker Trust | 5,648 | $47.5 萬 | 0.03% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 5,712 | $48.1 萬 | 0.06% | −5,432−48.7% | 減碼 |
| MGB Wealth Management, LLC | 5,714 | $48.1 萬 | 0.24% | +5,714 | 新進 |
| Alaska Permanent Fund Corp | 5,734 | $48.3 萬 | 0.01% | +57+1.0% | 加碼 |
| LVZ Advisors, Inc. | 5,778 | $48.6 萬 | 0.07% | +300+5.5% | 加碼 |
| Johnson Financial Group, Inc. | 5,842 | $49.2 萬 | 0.03% | +966+19.8% | 加碼 |
| HB Wealth Management, LLC | 5,848 | $49.2 萬 | 0.01% | −3,817−39.5% | 減碼 |
| Financial Advocates Investment Management | 5,889 | $49.6 萬 | 0.03% | +2,717+85.7% | 加碼 |
| Intrua Financial, LLC | 5,915 | $49.8 萬 | 0.08% | +5,915 | 新進 |
| Bradley Foster & Sargent Inc | 5,930 | $49.9 萬 | 0.01% | +1,868+46.0% | 加碼 |
| FORA Capital, LLC | 5,931 | $49.9 萬 | 0.04% | +1,613+37.4% | 加碼 |
| Daymark Wealth Partners, LLC | 5,949 | $50.1 萬 | 0.03% | +115+2.0% | 加碼 |
| Drake & Associates, LLC | 5,968 | $50.2 萬 | 0.21% | +49+0.8% | 加碼 |
| Oarsman Capital, Inc. | 5,976 | $50.3 萬 | 0.13% | +158+2.7% | 加碼 |
| Petrus Trust Company, LTA | 5,993 | $50.4 萬 | 0.05% | +5,993 | 新進 |
| Bridges Investment Management Inc | 6,000 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,003 | $50.5 萬 | 0.01% | −1,939−24.4% | 減碼 |
| Citizens Financial Group Inc | 6,098 | $51.3 萬 | 0.02% | +1,872+44.3% | 加碼 |
| MAI Capital Management | 6,120 | $51.5 萬 | 0.01% | −544−8.2% | 減碼 |
| Proequities, Inc. | 6,135 | $51.6 萬 | 0.04% | +4,802+360.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,140 | $51.7 萬 | 0.02% | +3,683+149.9% | 加碼 |
| Clearstead Advisors, LLC | 6,176 | $52.0 萬 | 0.03% | +102+1.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 6,029 | $52.0 萬 | 0.02% | −207−3.3% | 減碼 |
| Paragon Private Wealth Management, LLC | 6,225 | $52.4 萬 | 0.36% | +719+13.1% | 加碼 |
| City State Bank | 6,244 | $52.6 萬 | 0.26% | −114−1.8% | 減碼 |
| SPC Financial, Inc. | 6,250 | $52.6 萬 | 0.05% | +1,000+19.0% | 加碼 |
| Buckley Wealth Management, LLC | 6,348 | $53.4 萬 | 0.19% | −290−4.4% | 減碼 |
| Nomura Holdings Inc | 6,358 | $53.5 萬 | 0.00% | +6,358 | 新進 |
| Resources Investment Advisors, LLC. | 6,368 | $53.6 萬 | 0.01% | +7+0.1% | 加碼 |
| Peapack Gladstone Financial Corp | 6,392 | $53.8 萬 | 0.01% | −294−4.4% | 減碼 |
| Ti-Trust, Inc | 6,430 | $54.1 萬 | 0.48% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 6,471 | $54.5 萬 | 0.03% | −1,092−14.4% | 減碼 |
| Balentine LLC | 6,518 | $54.9 萬 | 0.02% | +1,619+33.0% | 加碼 |
| Financial Advisory Partners, LLC | 6,539 | $55.0 萬 | 0.20% | −185−2.8% | 減碼 |
| Rockland Trust Co | 6,545 | $55.1 萬 | 0.03% | −25−0.4% | 減碼 |
| XTX Topco Ltd | 6,563 | $55.2 萬 | 0.12% | +434+7.1% | 加碼 |
| MPS Loria Financial Planners, LLC | 6,569 | $55.3 萬 | 0.19% | +30+0.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,597 | $55.5 萬 | 0.03% | −423−6.0% | 減碼 |