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。
2024 年第 1 季 13F 持有人
Wec Energy Group, Inc. 在 2024/3/31 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
- 1,039
- 較 2023 年第 4 季 0 家
- 持有股數
- 2.46 億
- 較 2023 年第 4 季 +260.1 萬 (+1.1%)
- 總市值
- $201.9 億
- 較 2023 年第 4 季 −$2.79 億 (−1.4%)
- 新進機構
- 95
- 另有 366 家加碼
- 清倉機構
- 95
- 另有 377 家減碼
另有 12 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 4,669 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 4,682 | $38.4 萬 | 0.00% | −29,605−86.3% | 減碼 |
| LS Investment Advisors, LLC | 4,732 | $38.9 萬 | 0.06% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,744 | $39.0 萬 | 0.04% | +3+0.1% | 加碼 |
| Marcum Wealth, LLC | 4,752 | $39.0 萬 | 0.04% | −1,878−28.3% | 減碼 |
| Mill Capital Management, LLC | 4,824 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 4,840 | $39.7 萬 | 0.01% | −6,383−56.9% | 減碼 |
| Inspirion Wealth Advisors, LLC | 4,865 | $39.9 萬 | 0.07% | −29−0.6% | 減碼 |
| Partnership Wealth Management, LLC | 4,900 | $40.2 萬 | 0.28% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 4,916 | $40.4 萬 | 0.02% | +602+14.0% | 加碼 |
| Aviva PLC | 4,922 | $40.4 萬 | 0.00% | +186+3.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,977 | $40.9 萬 | 0.04% | +4,977 | 新進 |
| Hudock, Inc. | 4,981 | $40.9 萬 | 0.09% | +5+0.1% | 加碼 |
| West Family Investments, Inc. | 5,010 | $41.1 萬 | 0.13% | +5,010 | 新進 |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| Signaturefd, LLC | 5,036 | $41.4 萬 | 0.01% | −357−6.6% | 減碼 |
| Blossom Wealth Management | 5,045 | $41.4 萬 | 1.00% | +545+12.1% | 加碼 |
| Investment Management Corp of Ontario | 5,062 | $41.6 萬 | 0.01% | −2,300−31.2% | 減碼 |
| WFA Asset Management Corp | 5,065 | $41.6 萬 | 0.22% | +46+0.9% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $41.7 萬 | 0.01% | 00.0% | 不變 |
| Diversified Trust Co | 5,099 | $41.9 萬 | 0.01% | +134+2.7% | 加碼 |
| Ieq Capital, LLC | 5,116 | $42.0 萬 | 0.01% | −887−14.8% | 減碼 |
| Wealth Architects, LLC | 5,130 | $42.1 萬 | 0.06% | −18−0.3% | 減碼 |
| Petrus Trust Company, LTA | 5,144 | $42.2 萬 | 0.04% | −849−14.2% | 減碼 |
| North Star Asset Management Inc | 5,149 | $42.3 萬 | 0.02% | −261−4.8% | 減碼 |
| Old Second National Bank of Aurora | 5,174 | $42.5 萬 | 0.11% | +56+1.1% | 加碼 |
| WSFS Capital Management, LLC | 5,199 | $42.7 萬 | 0.02% | +65+1.3% | 加碼 |
| Advisor OS, LLC | 5,213 | $42.8 萬 | 0.05% | +419+8.7% | 加碼 |
| Summit Financial, LLC | 5,223 | $42.9 萬 | 0.03% | −125−2.3% | 減碼 |
| Boston Family Office LLC | 5,251 | $43.1 萬 | 0.03% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 5,280 | $43.4 萬 | 0.02% | 00.0% | 不變 |
| Toroso Investments, LLC | 5,296 | $43.5 萬 | 0.01% | +49+0.9% | 加碼 |
| Farther Finance Advisors, LLC | 5,372 | $43.8 萬 | 0.03% | +3,211+148.6% | 加碼 |
| PAX Financial Group, LLC | 5,342 | $43.9 萬 | 0.09% | −10−0.2% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,370 | $44.1 萬 | 0.01% | +61+1.1% | 加碼 |
| Meeder Advisory Services, Inc. | 5,376 | $44.1 萬 | 0.04% | +634+13.4% | 加碼 |
| CWM Advisors, LLC | 5,412 | $44.4 萬 | 0.05% | +113+2.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,426 | $44.6 萬 | 0.03% | −16−0.3% | 減碼 |
| Hutner Capital Management Inc | 5,427 | $44.6 萬 | 0.24% | 00.0% | 不變 |
| Krane Funds Advisors LLC | 5,425 | $44.7 萬 | 0.02% | +2,561+89.4% | 加碼 |
| Paradigm Financial Partners, LLC | 5,490 | $45.1 萬 | 0.10% | +10+0.2% | 加碼 |
| Oarsman Capital, Inc. | 5,494 | $45.1 萬 | 0.11% | −482−8.1% | 減碼 |
| Capstone Investment Advisors, LLC | 5,538 | $45.5 萬 | 0.01% | +5,310+2,328.9% | 加碼 |
| Highlander Capital Management, LLC | 200 | $45.7 萬 | 0.16% | 00.0% | 不變 |
| Mission Wealth Management, LP | 5,591 | $45.9 萬 | 0.01% | +384+7.4% | 加碼 |
| Chicago Capital, LLC | 5,638 | $46.3 萬 | 0.01% | 00.0% | 不變 |
| Winton Group Ltd | 5,646 | $46.4 萬 | 0.03% | +5,646 | 新進 |
| Intrua Financial, LLC | 5,664 | $46.5 萬 | 0.07% | −251−4.2% | 減碼 |
| Spinnaker Trust | 5,668 | $46.5 萬 | 0.03% | +20+0.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,690 | $46.7 萬 | 0.02% | −339−5.6% | 減碼 |
| MGB Wealth Management, LLC | 5,714 | $46.9 萬 | 0.19% | 00.0% | 不變 |
| Horizon Investments, LLC | 5,776 | $47.0 萬 | 0.01% | +77+1.4% | 加碼 |
| Alaska Permanent Fund Corp | 5,772 | $47.4 萬 | 0.01% | +38+0.7% | 加碼 |
| Norden Group LLC | 5,774 | $47.4 萬 | 0.10% | +5,774 | 新進 |
| LVZ Advisors, Inc. | 5,778 | $47.4 萬 | 0.06% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 5,803 | $47.7 萬 | 0.14% | +5,803 | 新進 |
| Daymark Wealth Partners, LLC | 5,847 | $48.0 萬 | 0.03% | −102−1.7% | 減碼 |
| We Are One Seven, LLC | 5,908 | $48.5 萬 | 0.03% | −1,037−14.9% | 減碼 |
| PEAK6 Investments LLC | 5,909 | $48.5 萬 | 0.02% | −24,443−80.5% | 減碼 |
| Bradley Foster & Sargent Inc | 5,930 | $48.7 萬 | 0.01% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 5,933 | $48.7 萬 | 0.06% | +5,933 | 新進 |
| City State Bank | 5,953 | $48.9 萬 | 0.22% | −291−4.7% | 減碼 |
| Drake & Associates, LLC | 5,982 | $49.1 萬 | 0.18% | +14+0.2% | 加碼 |
| Bridges Investment Management Inc | 6,000 | $49.3 萬 | 0.02% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 6,018 | $49.4 萬 | 0.26% | +6,018 | 新進 |
| Financial Advocates Investment Management | 6,076 | $49.9 萬 | 0.03% | +187+3.2% | 加碼 |
| Citizens Financial Group Inc | 6,088 | $50.0 萬 | 0.02% | −10−0.2% | 減碼 |
| Carret Asset Management, LLC | 6,100 | $50.1 萬 | 0.06% | −1,300−17.6% | 減碼 |
| Financial Advisory Partners, LLC | 6,144 | $50.5 萬 | 0.19% | −395−6.0% | 減碼 |
| Scientech Research LLC | 6,158 | $50.6 萬 | 0.27% | +6,158 | 新進 |
| SPC Financial, Inc. | 6,250 | $51.3 萬 | 0.05% | 00.0% | 不變 |
| Buckley Wealth Management, LLC | 6,331 | $52.0 萬 | 0.17% | −17−0.3% | 減碼 |
| Wetherby Asset Management Inc | 6,356 | $52.2 萬 | 0.02% | −653−9.3% | 減碼 |
| AlphaCore Capital LLC | 6,385 | $52.4 萬 | 0.14% | +1,729+37.1% | 加碼 |
| Paragon Private Wealth Management, LLC | 6,410 | $52.6 萬 | 0.31% | +185+3.0% | 加碼 |
| Ti-Trust, Inc | 6,430 | $52.8 萬 | 0.39% | 00.0% | 不變 |
| Advisors Management Group Inc | 6,447 | $52.9 萬 | 0.13% | −600−8.5% | 減碼 |
| Lincoln National Corp | 6,466 | $53.1 萬 | 0.01% | +993+18.1% | 加碼 |
| Peapack Gladstone Financial Corp | 6,499 | $53.4 萬 | 0.01% | +107+1.7% | 加碼 |
| Clearstead Advisors, LLC | 6,299 | $53.5 萬 | 0.03% | +123+2.0% | 加碼 |
| Snowden Capital Advisors LLC | 6,518 | $53.5 萬 | 0.02% | −379−5.5% | 減碼 |
| Moors & Cabot, Inc. | 6,518 | $53.5 萬 | 0.03% | −280−4.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 6,521 | $53.5 萬 | 0.02% | +381+6.2% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 6,530 | $53.6 萬 | 0.04% | +4,000+158.1% | 加碼 |
| Paloma Partners Management Co | 6,582 | $54.1 萬 | 0.08% | −327−4.7% | 減碼 |
| Sigma Planning Corp | 6,658 | $54.7 萬 | 0.02% | +4,232+174.4% | 加碼 |
| Nebula Research & Development LLC | 6,660 | $54.7 萬 | 0.12% | +6,660 | 新進 |
| Vestmark Advisory Solutions, Inc. | 6,702 | $55.0 萬 | 0.02% | +105+1.6% | 加碼 |
| MPS Loria Financial Planners, LLC | 6,704 | $55.1 萬 | 0.18% | +135+2.1% | 加碼 |
| Proequities, Inc. | 6,715 | $55.1 萬 | 0.04% | +580+9.5% | 加碼 |
| National Asset Management, Inc. | 6,876 | $55.4 萬 | 0.01% | +142+2.1% | 加碼 |
| Integrated Advisors Network LLC | 6,823 | $56.0 萬 | 0.03% | +352+5.4% | 加碼 |
| Wesbanco Bank Inc | 6,869 | $56.4 萬 | 0.02% | +134+2.0% | 加碼 |
| TBH Global Asset Management, LLC | 6,954 | $57.1 萬 | 0.11% | +110+1.6% | 加碼 |
| Csenge Advisory Group | 6,982 | $57.3 萬 | 0.03% | +78+1.1% | 加碼 |
| XTX Topco Ltd | 7,011 | $57.6 萬 | 0.08% | +448+6.8% | 加碼 |
| Foundations Investment Advisors, LLC | 7,017 | $57.6 萬 | 0.02% | −1,074−13.3% | 減碼 |
| MAI Capital Management | 7,061 | $58.0 萬 | 0.01% | +941+15.4% | 加碼 |
| Stephenson National Bank & Trust | 7,096 | $58.3 萬 | 0.20% | 00.0% | 不變 |
| NEOS Investment Management LLC | 7,140 | $58.6 萬 | 0.04% | +2,745+62.5% | 加碼 |