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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 7,142 | $58.7 萬 | 0.02% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 7,149 | $58.7 萬 | 0.13% | +3,207+81.4% | 加碼 |
| Geneos Wealth Management Inc. | 7,183 | $59.0 萬 | 0.03% | +467+7.0% | 加碼 |
| NewEdge Wealth, LLC | 7,126 | $59.2 萬 | 0.01% | +517+7.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 7,215 | $59.3 萬 | 0.05% | +3,018+71.9% | 加碼 |
| Resources Investment Advisors, LLC. | 7,262 | $59.6 萬 | 0.01% | +894+14.0% | 加碼 |
| Veriti Management LLC | 7,265 | $59.7 萬 | 0.04% | −3,385−31.8% | 減碼 |
| Investment House LLC | 7,300 | $59.9 萬 | 0.04% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 7,316 | $60.1 萬 | 0.04% | −280−3.7% | 減碼 |
| My Legacy Advisors, LLC | 7,325 | $60.2 萬 | 0.20% | +3,785+106.9% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 7,364 | $60.5 萬 | 0.02% | 00.0% | 不變 |
| Davenport & Co LLC | 7,422 | $60.9 萬 | 0.00% | −239−3.1% | 減碼 |
| Winch Advisory Services, LLC | 7,434 | $61.0 萬 | 0.19% | +76+1.0% | 加碼 |
| Trust Co of Toledo NA | 7,489 | $61.5 萬 | 0.10% | +652+9.5% | 加碼 |
| Ostrum Asset Management | 7,595 | $62.4 萬 | 0.05% | +4,656+158.4% | 加碼 |
| Assenagon Asset Management S.A. | 7,608 | $62.5 萬 | 0.00% | 00.0% | 不變 |
| Dakota Wealth Management | 7,620 | $62.6 萬 | 0.02% | +366+5.0% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,679 | $63.1 萬 | 0.03% | +902+13.3% | 加碼 |
| Lloyd Advisory Services, LLC. | 7,690 | $63.2 萬 | 0.13% | +7,690 | 新進 |
| Exchange Traded Concepts, LLC | 7,703 | $63.3 萬 | 0.02% | +809+11.7% | 加碼 |
| Simplicity Wealth,LLC | 7,731 | $63.5 萬 | 0.02% | +7,731 | 新進 |
| Marble Harbor Investment Counsel, LLC | 7,732 | $63.5 萬 | 0.07% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 7,767 | $63.8 萬 | 0.02% | +491+6.7% | 加碼 |
| McDonald Partners LLC | 7,819 | $64.2 萬 | 0.18% | +198+2.6% | 加碼 |
| Beaton Management Co. Inc. | 7,988 | $64.6 萬 | 0.35% | 00.0% | 不變 |
| Aristotle Atlantic Partners, LLC | 7,941 | $65.2 萬 | 0.02% | 00.0% | 不變 |
| Weaver Capital Management LLC | 7,948 | $65.3 萬 | 0.23% | +2,795+54.2% | 加碼 |
| Everence Capital Management Inc | 7,950 | $65.3 萬 | 0.04% | 00.0% | 不變 |
| Degroof Petercam Asset Management | 8,000 | $65.7 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 8,034 | $66.0 萬 | 0.02% | −48,192−85.7% | 減碼 |
| Resources Management Corp | 8,057 | $66.2 萬 | 0.10% | −195−2.4% | 減碼 |
| Alberta Investment Management Corp | 8,100 | $66.5 萬 | 0.01% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $66.9 萬 | 0.04% | 00.0% | 不變 |
| IFP Advisors, Inc | 8,182 | $67.2 萬 | 0.03% | +1,443+21.4% | 加碼 |
| Searle & Co. | 8,200 | $67.3 萬 | 0.17% | 00.0% | 不變 |
| BKD Wealth Advisors, LLC | 8,226 | $67.5 萬 | 0.02% | −5−0.1% | 減碼 |
| Chicago Trust Co NA | 8,359 | $68.6 萬 | 0.14% | 00.0% | 不變 |
| Greenleaf Trust | 8,372 | $68.8 萬 | 0.01% | −1,194−12.5% | 減碼 |
| Banque Cantonale Vaudoise | 8,380 | $68.8 萬 | 0.03% | 00.0% | 不變 |
| Wealth Alliance | 8,381 | $68.8 萬 | 0.09% | −1,042−11.1% | 減碼 |
| Montag A & Associates Inc | 8,414 | $69.1 萬 | 0.03% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,448 | $69.4 萬 | 0.03% | +462+5.8% | 加碼 |
| Rakuten Investment Management, Inc. | 8,482 | $69.7 萬 | 0.01% | +7,702+987.4% | 加碼 |
| WNY Asset Management, LLC | 8,501 | $69.8 萬 | 0.11% | +5+0.1% | 加碼 |
| Chelsea Counsel Co | 8,672 | $71.2 萬 | 0.40% | 00.0% | 不變 |
| FineMark National Bank & Trust | 8,738 | $71.8 萬 | 0.03% | −250−2.8% | 減碼 |
| Wealthspire Advisors, LLC | 8,783 | $72.1 萬 | 0.01% | −305−3.4% | 減碼 |
| GAMMA Investing LLC | 8,944 | $73.4 萬 | 0.15% | +1,758+24.5% | 加碼 |
| Ronald Blue Trust, Inc. | 8,969 | $73.7 萬 | 0.01% | +1,425+18.9% | 加碼 |
| Valmark Advisers, Inc. | 9,031 | $74.2 萬 | 0.01% | −187−2.0% | 減碼 |
| Avantax Planning Partners, Inc. | 9,079 | $74.6 萬 | 0.02% | 00.0% | 不變 |
| Claro Advisors LLC | 9,115 | $74.8 萬 | 0.13% | +3,730+69.3% | 加碼 |
| Vantage Financial Partners, LLC | 9,289 | $76.3 萬 | 0.21% | +1,604+20.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,316 | $76.5 萬 | 0.02% | +1,689+22.1% | 加碼 |
| Fiduciary Trust Co | 9,413 | $77.3 萬 | 0.01% | −295−3.0% | 減碼 |
| Romano Brothers and Company | 9,453 | $77.6 萬 | 0.11% | 00.0% | 不變 |
| Private Harbour Investment Management & Counsel, LLC | 9,509 | $78.1 萬 | 0.84% | −132−1.4% | 減碼 |
| Independent Financial Group, LLC | 9,543 | $78.4 萬 | 0.04% | −1,517−13.7% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,574 | $78.6 萬 | 0.01% | +245+2.6% | 加碼 |
| American State Bank (Iowa) | 9,584 | $78.7 萬 | 0.53% | −271−2.7% | 減碼 |
| Johnson Investment Counsel Inc | 9,586 | $78.7 萬 | 0.01% | +57+0.6% | 加碼 |
| Prospera Financial Services Inc | 9,625 | $79.1 萬 | 0.02% | −4,003−29.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 9,659 | $79.3 萬 | 0.05% | −1,069−10.0% | 減碼 |
| Apollon Wealth Management, LLC | 9,705 | $79.7 萬 | 0.03% | +1,427+17.2% | 加碼 |
| PFG Investments, LLC | 9,721 | $79.8 萬 | 0.05% | +9,721 | 新進 |
| Credential Qtrade Securities Inc. | 9,761 | $80.2 萬 | 0.04% | +1,124+13.0% | 加碼 |
| Wolverine Trading, LLC | 9,773 | $80.3 萬 | 0.01% | −1,112−10.2% | 減碼 |
| First Command Advisory Services, Inc. | 38,812 | $81.2 萬 | 0.01% | +36,550+1,615.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 10,010 | $82.2 萬 | 0.02% | +26+0.3% | 加碼 |
| Ballentine Partners, LLC | 10,028 | $82.3 萬 | 0.02% | +3,135+45.5% | 加碼 |
| Harbour Investment Management LLC | 10,060 | $82.6 萬 | 0.39% | +10,060 | 新進 |
| Central Trust Co | 10,115 | $83.1 萬 | 0.02% | −924−8.4% | 減碼 |
| United Services Automobile Association | 10,191 | $83.7 萬 | 0.02% | 00.0% | 不變 |
| Brown Capital Management LLC | 10,324 | $84.8 萬 | 0.02% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 10,383 | $85.3 萬 | 0.16% | +2,255+27.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,410 | $85.5 萬 | 0.06% | −828−7.4% | 減碼 |
| TrinityPoint Wealth, LLC | 10,423 | $85.6 萬 | 0.14% | +97+0.9% | 加碼 |
| Hendershot Investments Inc. | 10,446 | $85.8 萬 | 0.12% | 00.0% | 不變 |
| Norinchukin Bank, The | 10,500 | $86.2 萬 | 0.03% | −135−1.3% | 減碼 |
| Machina Capital S.A.S. | 10,533 | $86.5 萬 | 0.46% | +10,533 | 新進 |
| Venture Visionary Partners LLC | 10,873 | $89.3 萬 | 0.04% | 00.0% | 不變 |
| HM Payson & Co | 10,913 | $89.6 萬 | 0.02% | −301−2.7% | 減碼 |
| North Star Investment Management Corp. | 10,932 | $89.8 萬 | 0.06% | +9+0.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 11,048 | $90.7 萬 | 0.01% | +687+6.6% | 加碼 |
| Merit Financial Group, LLC | 10,982 | $91.4 萬 | 0.02% | +5,974+119.3% | 加碼 |
| PFW Advisors LLC | 11,176 | $91.8 萬 | 0.28% | −181−1.6% | 減碼 |
| Community Financial Services Group, LLC | 11,238 | $92.3 萬 | 0.21% | +11,238 | 新進 |
| Rowland & Co Investment Counsel | 11,305 | $92.8 萬 | 0.20% | 00.0% | 不變 |
| D.A. Davidson & Co. | 11,316 | $92.9 萬 | 0.01% | +1,106+10.8% | 加碼 |
| HRT Financial LP | 11,389 | $93.5 萬 | 0.01% | −185,047−94.2% | 減碼 |
| Empirical Finance, LLC | 11,389 | $93.5 萬 | 0.06% | +384+3.5% | 加碼 |
| QRG Capital Management, Inc. | 11,443 | $94.0 萬 | 0.01% | +3,647+46.8% | 加碼 |
| Tiaa Trust, National Association | 11,512 | $94.5 萬 | 0.00% | −472−3.9% | 減碼 |
| Hummer Financial Advisory Services Inc | 11,622 | $95.4 萬 | 0.79% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 11,643 | $95.6 萬 | 0.09% | −839−6.7% | 減碼 |
| Trueblood Wealth Management, LLC | 11,671 | $95.8 萬 | 0.55% | +146+1.3% | 加碼 |
| Allworth Financial LP | 11,686 | $96.0 萬 | 0.01% | −2,607−18.2% | 減碼 |
| Prairie Sky Financial Group LLC | 11,736 | $96.4 萬 | 0.58% | 00.0% | 不變 |
| Profund Advisors LLC | 11,771 | $96.7 萬 | 0.04% | −979−7.7% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 11,548 | $97.2 萬 | 0.37% | −1,359−10.5% | 減碼 |