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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 5,426 | $44.6 萬 | 0.03% | −16−0.3% | 減碼 |
| CWM Advisors, LLC | 5,412 | $44.4 萬 | 0.05% | +113+2.1% | 加碼 |
| Meeder Advisory Services, Inc. | 5,376 | $44.1 萬 | 0.04% | +634+13.4% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,370 | $44.1 萬 | 0.01% | +61+1.1% | 加碼 |
| PAX Financial Group, LLC | 5,342 | $43.9 萬 | 0.09% | −10−0.2% | 減碼 |
| Farther Finance Advisors, LLC | 5,372 | $43.8 萬 | 0.03% | +3,211+148.6% | 加碼 |
| Toroso Investments, LLC | 5,296 | $43.5 萬 | 0.01% | +49+0.9% | 加碼 |
| Chesley Taft & Associates LLC | 5,280 | $43.4 萬 | 0.02% | 00.0% | 不變 |
| Boston Family Office LLC | 5,251 | $43.1 萬 | 0.03% | 00.0% | 不變 |
| Summit Financial, LLC | 5,223 | $42.9 萬 | 0.03% | −125−2.3% | 減碼 |
| Advisor OS, LLC | 5,213 | $42.8 萬 | 0.05% | +419+8.7% | 加碼 |
| WSFS Capital Management, LLC | 5,199 | $42.7 萬 | 0.02% | +65+1.3% | 加碼 |
| Old Second National Bank of Aurora | 5,174 | $42.5 萬 | 0.11% | +56+1.1% | 加碼 |
| North Star Asset Management Inc | 5,149 | $42.3 萬 | 0.02% | −261−4.8% | 減碼 |
| Petrus Trust Company, LTA | 5,144 | $42.2 萬 | 0.04% | −849−14.2% | 減碼 |
| Wealth Architects, LLC | 5,130 | $42.1 萬 | 0.06% | −18−0.3% | 減碼 |
| Ieq Capital, LLC | 5,116 | $42.0 萬 | 0.01% | −887−14.8% | 減碼 |
| Diversified Trust Co | 5,099 | $41.9 萬 | 0.01% | +134+2.7% | 加碼 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $41.7 萬 | 0.01% | 00.0% | 不變 |
| WFA Asset Management Corp | 5,065 | $41.6 萬 | 0.22% | +46+0.9% | 加碼 |
| Investment Management Corp of Ontario | 5,062 | $41.6 萬 | 0.01% | −2,300−31.2% | 減碼 |
| Blossom Wealth Management | 5,045 | $41.4 萬 | 1.00% | +545+12.1% | 加碼 |
| Signaturefd, LLC | 5,036 | $41.4 萬 | 0.01% | −357−6.6% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| West Family Investments, Inc. | 5,010 | $41.1 萬 | 0.13% | +5,010 | 新進 |
| Hudock, Inc. | 4,981 | $40.9 萬 | 0.09% | +5+0.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 4,977 | $40.9 萬 | 0.04% | +4,977 | 新進 |
| Aviva PLC | 4,922 | $40.4 萬 | 0.00% | +186+3.9% | 加碼 |
| Alpha Cubed Investments, LLC | 4,916 | $40.4 萬 | 0.02% | +602+14.0% | 加碼 |
| Partnership Wealth Management, LLC | 4,900 | $40.2 萬 | 0.28% | 00.0% | 不變 |
| Inspirion Wealth Advisors, LLC | 4,865 | $39.9 萬 | 0.07% | −29−0.6% | 減碼 |
| Global Retirement Partners, LLC | 4,840 | $39.7 萬 | 0.01% | −6,383−56.9% | 減碼 |
| Mill Capital Management, LLC | 4,824 | $39.6 萬 | 0.03% | 00.0% | 不變 |
| Marcum Wealth, LLC | 4,752 | $39.0 萬 | 0.04% | −1,878−28.3% | 減碼 |
| Smith, Moore & Co. | 4,744 | $39.0 萬 | 0.04% | +3+0.1% | 加碼 |
| LS Investment Advisors, LLC | 4,732 | $38.9 萬 | 0.06% | 00.0% | 不變 |
| Robeco Institutional Asset Management B.V. | 4,682 | $38.4 萬 | 0.00% | −29,605−86.3% | 減碼 |
| Forum Financial Management, LP | 4,669 | $38.3 萬 | 0.01% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 4,668 | $38.3 萬 | 0.00% | −3,346−41.8% | 減碼 |
| West Paces Advisors Inc. | 4,634 | $38.1 萬 | 0.10% | −53−1.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,608 | $37.8 萬 | 0.03% | −295−6.0% | 減碼 |
| Smithfield Trust Co | 4,569 | $37.6 萬 | 0.02% | +117+2.6% | 加碼 |
| Eqis Capital Management, Inc. | 4,556 | $37.4 萬 | 0.03% | −206−4.3% | 減碼 |
| Wintrust Investments LLC | 4,541 | $37.3 萬 | 0.03% | +20.0% | 加碼 |
| McDonough Capital Management, Inc | 4,500 | $37.0 萬 | 0.29% | −25−0.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,488 | $36.9 萬 | 0.07% | +303+7.2% | 加碼 |
| Advisors Capital Management, LLC | 4,466 | $36.7 萬 | 0.01% | −20.0% | 減碼 |
| Bullock Wealth Management Group | 4,462 | $36.4 萬 | 0.24% | +4,462 | 新進 |
| West Michigan Advisors, LLC | 4,431 | $36.4 萬 | 0.12% | −17−0.4% | 減碼 |
| Rehmann Capital Advisory Group | 4,423 | $36.3 萬 | 0.03% | −1,052−19.2% | 減碼 |
| Focus Financial Network, Inc. | 4,469 | $35.9 萬 | 0.02% | +4,469 | 新進 |
| Greenfield Savings Bank | 4,368 | $35.9 萬 | 0.19% | −335−7.1% | 減碼 |
| Private Trust Co NA | 4,309 | $35.4 萬 | 0.04% | −59−1.4% | 減碼 |
| V-Square Quantitative Management LLC | 4,297 | $35.3 萬 | 0.06% | +1,274+42.1% | 加碼 |
| Carl P. Sherr & Co., LLC | 4,293 | $35.3 萬 | 0.20% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 4,282 | $35.2 萬 | 0.02% | −8,052−65.3% | 減碼 |
| Tarbox Family Office, Inc. | 4,266 | $35.0 萬 | 0.06% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 4,249 | $34.9 萬 | 0.00% | −221−4.9% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,239 | $34.8 萬 | 0.04% | +400+10.4% | 加碼 |
| EP Wealth Advisors, LLC | 4,232 | $34.8 萬 | 0.00% | +316+8.1% | 加碼 |
| Insight Wealth Strategies, LLC | 4,223 | $34.7 萬 | 0.05% | +33+0.8% | 加碼 |
| Courier Capital LLC | 4,206 | $34.5 萬 | 0.02% | −1,362−24.5% | 減碼 |
| Haverford Trust Co | 4,174 | $34.3 萬 | 0.00% | +719+20.8% | 加碼 |
| Ambassador Advisors, LLC | 4,168 | $34.2 萬 | 0.06% | +4,168 | 新進 |
| Plancorp, LLC | 4,119 | $33.8 萬 | 0.01% | +97+2.4% | 加碼 |
| Parallel Advisors, LLC | 4,111 | $33.8 萬 | 0.01% | +704+20.7% | 加碼 |
| Howe & Rusling Inc | 4,105 | $33.7 萬 | 0.03% | +86+2.1% | 加碼 |
| Johnson Financial Group, Inc. | 4,095 | $33.6 萬 | 0.02% | −1,747−29.9% | 減碼 |
| Alhambra Investment Partners LLC | 4,085 | $33.5 萬 | 0.18% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 4,084 | $33.5 萬 | 0.17% | +4,084 | 新進 |
| Old Mission Investment Co LLC | 4,069 | $33.4 萬 | 0.11% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 4,060 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 4,056 | $33.3 萬 | 0.01% | +650+19.1% | 加碼 |
| Blue Barn Wealth, LLC | 4,042 | $33.2 萬 | 0.19% | +701+21.0% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 4,002 | $32.9 萬 | 0.01% | +51+1.3% | 加碼 |
| Mairs & Power Inc | 4,000 | $32.8 萬 | 0.00% | −209−5.0% | 減碼 |
| Aptus Capital Advisors, LLC | 3,992 | $32.8 萬 | 0.01% | −112−2.7% | 減碼 |
| Hanson & Doremus Investment Management | 3,947 | $32.4 萬 | 0.06% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 3,941 | $32.4 萬 | 0.03% | −318−7.5% | 減碼 |
| Congress Wealth Management LLC | 3,931 | $32.3 萬 | 0.01% | +3,931 | 新進 |
| Bryn Mawr Trust Co | 3,920 | $32.2 萬 | 0.01% | +3,920 | 新進 |
| Los Angeles Capital Management LLC | 3,913 | $32.1 萬 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 3,885 | $31.9 萬 | 0.04% | +1,500+62.9% | 加碼 |
| Appleton Partners Inc | 3,887 | $31.9 萬 | 0.02% | −905−18.9% | 減碼 |
| Red Cedar Investment Management, LLC | 3,879 | $31.9 萬 | 0.04% | −10,253−72.6% | 減碼 |
| Nilsine Partners, LLC | 3,841 | $31.5 萬 | 0.04% | −161−4.0% | 減碼 |
| WealthTrust Axiom LLC | 3,816 | $31.3 萬 | 0.10% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 3,805 | $31.2 萬 | 0.06% | −3,805−50.0% | 減碼 |
| Zacks Investment Management | 3,767 | $30.9 萬 | 0.00% | −27,427−87.9% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 3,744 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Ziegler Capital Management, LLC | 3,729 | $30.6 萬 | 0.01% | −510−12.0% | 減碼 |
| MQS Management LLC | 3,727 | $30.6 萬 | 0.18% | +271+7.8% | 加碼 |
| Brady Family Wealth, LLC | 3,701 | $30.4 萬 | 0.10% | −34−0.9% | 減碼 |
| Stephens Inc | 3,701 | $30.4 萬 | 0.00% | +12+0.3% | 加碼 |
| ZWJ Investment Counsel Inc | 3,688 | $30.3 萬 | 0.01% | −750−16.9% | 減碼 |
| WoodTrust Financial Corp | 3,675 | $30.2 萬 | 0.05% | +3,675 | 新進 |
| Bank of New Hampshire | 3,660 | $30.1 萬 | 0.08% | −210−5.4% | 減碼 |
| Crewe Advisors LLC | 3,642 | $29.9 萬 | 0.03% | +3,642 | 新進 |
| Armstrong, Fleming & Moore, Inc | 3,638 | $29.9 萬 | 0.21% | +17+0.5% | 加碼 |
| Lido Advisors, LLC | 3,631 | $29.8 萬 | 0.00% | −213−5.5% | 減碼 |