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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 8,014 | $67.5 萬 | 0.01% | +3,885+94.1% | 加碼 |
| Degroof Petercam Asset Management | 8,000 | $67.3 萬 | 0.01% | +8,000 | 新進 |
| IHT Wealth Management, LLC | 7,986 | $67.2 萬 | 0.03% | −285−3.4% | 減碼 |
| Beaton Management Co. Inc. | 7,988 | $67.2 萬 | 0.40% | 00.0% | 不變 |
| Everence Capital Management Inc | 7,950 | $66.9 萬 | 0.05% | +4,010+101.8% | 加碼 |
| Aristotle Atlantic Partners, LLC | 7,941 | $66.8 萬 | 0.02% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 8,091 | $66.2 萬 | 0.02% | +1,517+23.1% | 加碼 |
| QRG Capital Management, Inc. | 7,796 | $65.6 萬 | 0.01% | +164+2.1% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 7,732 | $65.1 萬 | 0.08% | 00.0% | 不變 |
| Fifth Lane Capital, LP | 7,729 | $65.1 萬 | 0.76% | +7,729 | 新進 |
| Vantage Financial Partners, LLC | 7,685 | $64.7 萬 | 0.19% | +1,547+25.2% | 加碼 |
| Davenport & Co LLC | 7,661 | $64.5 萬 | 0.00% | −176−2.2% | 減碼 |
| Great Valley Advisor Group, Inc. | 7,627 | $64.2 萬 | 0.02% | +36+0.5% | 加碼 |
| McDonald Partners LLC | 7,621 | $64.1 萬 | 0.19% | +1,774+30.3% | 加碼 |
| Fortis Group Advisors, LLC | 7,610 | $64.1 萬 | 0.16% | +3,805+100.0% | 加碼 |
| Assenagon Asset Management S.A. | 7,608 | $64.0 萬 | 0.00% | −218−2.8% | 減碼 |
| Venturi Wealth Management, LLC | 7,596 | $63.9 萬 | 0.05% | −453−5.6% | 減碼 |
| Carret Asset Management, LLC | 7,400 | $62.3 萬 | 0.08% | −1,300−14.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 7,368 | $62.0 萬 | 0.01% | −2,306−23.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 7,364 | $62.0 萬 | 0.02% | +346+4.9% | 加碼 |
| Investment Management Corp of Ontario | 7,362 | $62.0 萬 | 0.02% | +7,362 | 新進 |
| Winch Advisory Services, LLC | 7,358 | $61.9 萬 | 0.21% | +443+6.4% | 加碼 |
| Investment House LLC | 7,300 | $61.4 萬 | 0.04% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 7,276 | $61.2 萬 | 0.02% | −620−7.9% | 減碼 |
| Sawtooth Solutions, LLC | 7,270 | $61.2 萬 | 0.02% | −626−7.9% | 減碼 |
| Dakota Wealth Management | 7,254 | $61.1 萬 | 0.02% | +534+7.9% | 加碼 |
| Ronald Blue Trust, Inc. | 7,544 | $60.7 萬 | 0.01% | +781+11.5% | 加碼 |
| Clifford Swan Investment Counsel LLC | 7,142 | $60.1 萬 | 0.02% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 7,096 | $59.7 萬 | 0.29% | −100−1.4% | 減碼 |
| Centiva Capital, LP | 7,078 | $59.6 萬 | 0.04% | +2,714+62.2% | 加碼 |
| Advisors Management Group Inc | 7,047 | $59.3 萬 | 0.16% | +23+0.3% | 加碼 |
| Wetherby Asset Management Inc | 7,009 | $59.0 萬 | 0.03% | −978−12.2% | 減碼 |
| We Are One Seven, LLC | 6,945 | $58.5 萬 | 0.03% | −116−1.6% | 減碼 |
| Paloma Partners Management Co | 6,909 | $58.2 萬 | 0.10% | +6,909 | 新進 |
| Csenge Advisory Group | 6,904 | $58.1 萬 | 0.04% | +2,529+57.8% | 加碼 |
| Snowden Capital Advisors LLC | 6,897 | $58.1 萬 | 0.02% | −390−5.4% | 減碼 |
| GAMMA Investing LLC | 7,186 | $58.0 萬 | 0.16% | +7,186 | 新進 |
| Exchange Traded Concepts, LLC | 6,894 | $58.0 萬 | 0.02% | +28+0.4% | 加碼 |
| Ballentine Partners, LLC | 6,893 | $58.0 萬 | 0.01% | −2,836−29.1% | 減碼 |
| TBH Global Asset Management, LLC | 6,844 | $57.6 萬 | 0.12% | +40+0.6% | 加碼 |
| Trust Co of Toledo NA | 6,837 | $57.5 萬 | 0.10% | +467+7.3% | 加碼 |
| Moors & Cabot, Inc. | 6,798 | $57.2 萬 | 0.04% | +815+13.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 6,777 | $57.0 萬 | 0.03% | +1,234+22.3% | 加碼 |
| IFP Advisors, Inc | 6,739 | $56.7 萬 | 0.03% | +150+2.3% | 加碼 |
| Wesbanco Bank Inc | 6,735 | $56.7 萬 | 0.03% | −252−3.6% | 減碼 |
| National Asset Management, Inc. | 6,734 | $56.7 萬 | 0.02% | −142−2.1% | 減碼 |
| Geneos Wealth Management Inc. | 6,716 | $56.5 萬 | 0.03% | −693−9.4% | 減碼 |
| Lantz Financial LLC | 6,696 | $56.4 萬 | 0.20% | −630−8.6% | 減碼 |
| Marcum Wealth, LLC | 6,630 | $55.8 萬 | 0.06% | −101−1.5% | 減碼 |
| NewEdge Wealth, LLC | 6,609 | $55.6 萬 | 0.01% | −556−7.8% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,597 | $55.5 萬 | 0.03% | −423−6.0% | 減碼 |
| MPS Loria Financial Planners, LLC | 6,569 | $55.3 萬 | 0.19% | +30+0.5% | 加碼 |
| XTX Topco Ltd | 6,563 | $55.2 萬 | 0.12% | +434+7.1% | 加碼 |
| Rockland Trust Co | 6,545 | $55.1 萬 | 0.03% | −25−0.4% | 減碼 |
| Financial Advisory Partners, LLC | 6,539 | $55.0 萬 | 0.20% | −185−2.8% | 減碼 |
| Balentine LLC | 6,518 | $54.9 萬 | 0.02% | +1,619+33.0% | 加碼 |
| Integrated Advisors Network LLC | 6,471 | $54.5 萬 | 0.03% | −1,092−14.4% | 減碼 |
| Ti-Trust, Inc | 6,430 | $54.1 萬 | 0.48% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 6,392 | $53.8 萬 | 0.01% | −294−4.4% | 減碼 |
| Resources Investment Advisors, LLC. | 6,368 | $53.6 萬 | 0.01% | +7+0.1% | 加碼 |
| Nomura Holdings Inc | 6,358 | $53.5 萬 | 0.00% | +6,358 | 新進 |
| Buckley Wealth Management, LLC | 6,348 | $53.4 萬 | 0.19% | −290−4.4% | 減碼 |
| SPC Financial, Inc. | 6,250 | $52.6 萬 | 0.05% | +1,000+19.0% | 加碼 |
| City State Bank | 6,244 | $52.6 萬 | 0.26% | −114−1.8% | 減碼 |
| Paragon Private Wealth Management, LLC | 6,225 | $52.4 萬 | 0.36% | +719+13.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 6,029 | $52.0 萬 | 0.02% | −207−3.3% | 減碼 |
| Clearstead Advisors, LLC | 6,176 | $52.0 萬 | 0.03% | +102+1.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 6,140 | $51.7 萬 | 0.02% | +3,683+149.9% | 加碼 |
| Proequities, Inc. | 6,135 | $51.6 萬 | 0.04% | +4,802+360.2% | 加碼 |
| MAI Capital Management | 6,120 | $51.5 萬 | 0.01% | −544−8.2% | 減碼 |
| Citizens Financial Group Inc | 6,098 | $51.3 萬 | 0.02% | +1,872+44.3% | 加碼 |
| Ieq Capital, LLC | 6,003 | $50.5 萬 | 0.01% | −1,939−24.4% | 減碼 |
| Bridges Investment Management Inc | 6,000 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 5,993 | $50.4 萬 | 0.05% | +5,993 | 新進 |
| Oarsman Capital, Inc. | 5,976 | $50.3 萬 | 0.13% | +158+2.7% | 加碼 |
| Drake & Associates, LLC | 5,968 | $50.2 萬 | 0.21% | +49+0.8% | 加碼 |
| Daymark Wealth Partners, LLC | 5,949 | $50.1 萬 | 0.03% | +115+2.0% | 加碼 |
| FORA Capital, LLC | 5,931 | $49.9 萬 | 0.04% | +1,613+37.4% | 加碼 |
| Bradley Foster & Sargent Inc | 5,930 | $49.9 萬 | 0.01% | +1,868+46.0% | 加碼 |
| Intrua Financial, LLC | 5,915 | $49.8 萬 | 0.08% | +5,915 | 新進 |
| Financial Advocates Investment Management | 5,889 | $49.6 萬 | 0.03% | +2,717+85.7% | 加碼 |
| HB Wealth Management, LLC | 5,848 | $49.2 萬 | 0.01% | −3,817−39.5% | 減碼 |
| Johnson Financial Group, Inc. | 5,842 | $49.2 萬 | 0.03% | +966+19.8% | 加碼 |
| LVZ Advisors, Inc. | 5,778 | $48.6 萬 | 0.07% | +300+5.5% | 加碼 |
| Alaska Permanent Fund Corp | 5,734 | $48.3 萬 | 0.01% | +57+1.0% | 加碼 |
| MGB Wealth Management, LLC | 5,714 | $48.1 萬 | 0.24% | +5,714 | 新進 |
| Northern Oak Wealth Management Inc | 5,712 | $48.1 萬 | 0.06% | −5,432−48.7% | 減碼 |
| Spinnaker Trust | 5,648 | $47.5 萬 | 0.03% | 00.0% | 不變 |
| Horizon Investments, LLC | 5,699 | $47.5 萬 | 0.01% | +1,386+32.1% | 加碼 |
| Chicago Capital, LLC | 5,638 | $47.5 萬 | 0.02% | −247−4.2% | 減碼 |
| Courier Capital LLC | 5,568 | $46.9 萬 | 0.04% | −20.0% | 減碼 |
| Northcape Wealth Management, LLC | 5,530 | $46.5 萬 | 0.17% | +5,530 | 新進 |
| Paradigm Financial Partners, LLC | 5,480 | $46.1 萬 | 0.11% | +5,480 | 新進 |
| Rehmann Capital Advisory Group | 5,475 | $46.1 萬 | 0.04% | +1,933+54.6% | 加碼 |
| Lincoln National Corp | 5,473 | $46.1 萬 | 0.01% | +2,260+70.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,442 | $45.8 萬 | 0.03% | −1,571−22.4% | 減碼 |
| Hutner Capital Management Inc | 5,427 | $45.7 萬 | 0.27% | +736+15.7% | 加碼 |
| North Star Asset Management Inc | 5,410 | $45.5 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 5,393 | $45.4 萬 | 0.01% | −829−13.3% | 減碼 |
| Claro Advisors LLC | 5,385 | $45.3 萬 | 0.10% | −1,714−24.1% | 減碼 |