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 3 季 13F 持有人
Wec Energy Group, Inc. 在 2024/9/30 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
- 1,132
- 較 2024 年第 2 季 +65 家
- 持有股數
- 2.52 億
- 較 2024 年第 2 季 +3,686 萬 (+17.1%)
- 總市值
- $242.5 億
- 較 2024 年第 2 季 +$73.5 億 (+43.5%)
- 新進機構
- 151
- 另有 430 家加碼
- 清倉機構
- 86
- 另有 342 家減碼
另有 9 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealthquest Corp | 3,400 | $32.9 萬 | 0.03% | 00.0% | 不變 |
| F/M Investments LLC | 3,461 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| New Century Financial Group, LLC | 3,479 | $33.5 萬 | 0.12% | +531+18.0% | 加碼 |
| Journey Strategic Wealth LLC | 3,521 | $33.9 萬 | 0.01% | +3,521 | 新進 |
| Robertson Stephens Wealth Management, LLC | 3,560 | $34.2 萬 | 0.01% | +157+4.6% | 加碼 |
| Arete Wealth Advisors, LLC | 3,579 | $34.3 萬 | 0.03% | −648−15.3% | 減碼 |
| Buska Wealth Management, LLC | 3,577 | $34.4 萬 | 0.12% | +820+29.7% | 加碼 |
| First Foundation Advisors | 3,582 | $34.5 萬 | 0.01% | +2+0.1% | 加碼 |
| Transcend Wealth Collective, LLC | 3,595 | $34.6 萬 | 0.02% | −6−0.2% | 減碼 |
| Weaver Capital Management LLC | 3,609 | $34.7 萬 | 0.10% | −2,816−43.8% | 減碼 |
| Capital Advisors Inc | 3,662 | $35.2 萬 | 0.01% | −112−3.0% | 減碼 |
| WoodTrust Financial Corp | 3,675 | $35.3 萬 | 0.05% | 00.0% | 不變 |
| Centennial Wealth Advisory LLC | 3,671 | $35.3 萬 | 0.14% | +221+6.4% | 加碼 |
| Crewe Advisors LLC | 3,679 | $35.4 萬 | 0.04% | +24+0.7% | 加碼 |
| ZWJ Investment Counsel Inc | 3,688 | $35.5 萬 | 0.01% | −47−1.3% | 減碼 |
| MBB Public Markets I LLC | 3,690 | $35.5 萬 | 0.03% | −19,280−83.9% | 減碼 |
| Strategy Asset Managers LLC | 3,692 | $35.5 萬 | 0.07% | +817+28.4% | 加碼 |
| Coldstream Capital Management Inc | 3,689 | $35.6 萬 | 0.01% | +888+31.7% | 加碼 |
| Alps Advisors Inc | 3,700 | $35.6 萬 | 0.00% | +3,700 | 新進 |
| Hanson & Doremus Investment Management | 3,710 | $35.7 萬 | 0.06% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 3,744 | $36.0 萬 | 0.02% | 00.0% | 不變 |
| Cerro Pacific Wealth Advisors LLC | 4,634 | $36.4 萬 | 0.14% | 00.0% | 不變 |
| Modern Wealth Management, LLC | 3,804 | $36.6 萬 | 0.02% | +10.0% | 加碼 |
| Fortis Group Advisors, LLC | 3,805 | $36.6 萬 | 0.07% | 00.0% | 不變 |
| Callan Capital, LLC | 3,808 | $36.6 萬 | 0.03% | +263+7.4% | 加碼 |
| WealthTrust Axiom LLC | 3,816 | $36.7 萬 | 0.11% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 3,835 | $36.9 萬 | 0.04% | −10.0% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 3,876 | $37.3 萬 | 0.09% | +3,876 | 新進 |
| Appleton Partners Inc | 3,887 | $37.4 萬 | 0.03% | 00.0% | 不變 |
| Smithfield Trust Co | 3,898 | $37.8 萬 | 0.02% | −691−15.1% | 減碼 |
| Park National Corp | 3,964 | $38.1 萬 | 0.01% | +130+3.4% | 加碼 |
| Mission Wealth Management, LP | 3,984 | $38.3 萬 | 0.01% | −1,362−25.5% | 減碼 |
| Tyler-Stone Wealth Management | 3,990 | $38.4 萬 | 0.07% | +1,995+100.0% | 加碼 |
| Carret Asset Management, LLC | 4,000 | $38.5 萬 | 0.04% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 3,908 | $38.9 萬 | 0.01% | +3,908 | 新進 |
| Focus Financial Network, Inc. | 4,046 | $38.9 萬 | 0.02% | +50+1.3% | 加碼 |
| Plancorp, LLC | 4,048 | $38.9 萬 | 0.02% | +4+0.1% | 加碼 |
| Nilsine Partners, LLC | 4,055 | $39.0 萬 | 0.05% | +214+5.6% | 加碼 |
| Bard Financial Services, Inc. | 4,060 | $39.0 萬 | 0.05% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 4,069 | $39.1 萬 | 0.12% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 4,076 | $39.2 萬 | 0.03% | −282−6.5% | 減碼 |
| Cornerstone Enterprises, LLC | 4,080 | $39.2 萬 | 0.25% | +4,080 | 新進 |
| Alhambra Investment Partners LLC | 4,085 | $39.3 萬 | 0.20% | 00.0% | 不變 |
| HB Wealth Management, LLC | 4,089 | $39.3 萬 | 0.00% | +35+0.9% | 加碼 |
| Mairs & Power Inc | 4,100 | $39.4 萬 | 0.00% | −100−2.4% | 減碼 |
| Diversify Advisory Services, LLC | 4,003 | $39.5 萬 | 0.02% | +4,003 | 新進 |
| Schaper Benz & Wise Investment Counsel Inc | 4,131 | $39.7 萬 | 0.03% | +301+7.9% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 4,133 | $39.8 萬 | 0.01% | +1,182+40.1% | 加碼 |
| PFG Advisors | 4,137 | $39.8 萬 | 0.03% | +4,137 | 新進 |
| Edgestream Partners, L.P. | 4,143 | $39.8 萬 | 0.02% | −61,322−93.7% | 減碼 |
| Van Hulzen Asset Management, LLC | 4,173 | $40.1 萬 | 0.03% | +4,173 | 新進 |
| Phillips Wealth Planners LLC | 4,062 | $40.1 萬 | 0.38% | +820+25.3% | 加碼 |
| Blue Barn Wealth, LLC | 4,174 | $40.1 萬 | 0.21% | −171−3.9% | 減碼 |
| Courier Capital LLC | 4,181 | $40.2 萬 | 0.03% | −25−0.6% | 減碼 |
| V-Square Quantitative Management LLC | 4,248 | $40.9 萬 | 0.06% | −398−8.6% | 減碼 |
| Warren Averett Asset Management, LLC | 4,249 | $40.9 萬 | 0.01% | −122−2.8% | 減碼 |
| West Paces Advisors Inc. | 4,258 | $41.0 萬 | 0.10% | −279−6.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,265 | $41.0 萬 | 0.00% | +87+2.1% | 加碼 |
| Tarbox Family Office, Inc. | 4,266 | $41.0 萬 | 0.07% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 4,291 | $41.3 萬 | 0.00% | +125+3.0% | 加碼 |
| Carl P. Sherr & Co., LLC | 4,293 | $41.3 萬 | 0.22% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 4,305 | $41.4 萬 | 0.05% | +38+0.9% | 加碼 |
| Ambassador Advisors, LLC | 4,337 | $41.7 萬 | 0.07% | −61−1.4% | 減碼 |
| Continuum Advisory, LLC | 4,349 | $41.8 萬 | 0.05% | +1,711+64.9% | 加碼 |
| Greenfield Savings Bank | 4,368 | $42.0 萬 | 0.20% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 4,383 | $42.2 萬 | 0.31% | +420+10.6% | 加碼 |
| Alpha Cubed Investments, LLC | 4,389 | $42.2 萬 | 0.02% | −381−8.0% | 減碼 |
| Daymark Wealth Partners, LLC | 4,422 | $42.5 萬 | 0.02% | −1,369−23.6% | 減碼 |
| Toroso Investments, LLC | 4,428 | $42.6 萬 | 0.00% | +166+3.9% | 加碼 |
| Reuter James Wealth Management, LLC | 4,464 | $42.9 萬 | 0.08% | +4,464 | 新進 |
| LS Investment Advisors, LLC | 4,482 | $43.1 萬 | 0.06% | −250−5.3% | 減碼 |
| McDonough Capital Management, Inc | 4,487 | $43.2 萬 | 0.30% | −13−0.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,489 | $43.2 萬 | 0.03% | +1,367+43.8% | 加碼 |
| Bruce & Co., Inc. | 4,509 | $43.4 萬 | 0.13% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 4,531 | $43.6 萬 | 0.03% | +23+0.5% | 加碼 |
| AlphaCore Capital LLC | 4,534 | $43.6 萬 | 0.10% | +161+3.7% | 加碼 |
| Golden State Equity Partners | 4,534 | $43.6 萬 | 0.07% | −21−0.5% | 減碼 |
| Advisors Capital Management, LLC | 4,548 | $43.7 萬 | 0.01% | −101−2.2% | 減碼 |
| Los Angeles Capital Management LLC | 4,600 | $44.2 萬 | 0.00% | −243−5.0% | 減碼 |
| Forum Financial Management, LP | 4,610 | $44.3 萬 | 0.01% | +10.0% | 加碼 |
| Bullock Wealth Management Group | 4,600 | $44.5 萬 | 0.27% | +157+3.5% | 加碼 |
| HBK Sorce Advisory LLC | 4,676 | $45.0 萬 | 0.01% | +546+13.2% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 4,696 | $45.2 萬 | 0.01% | −1,309−21.8% | 減碼 |
| First Trust Investment Solutions L.P. | 4,701 | $45.2 萬 | 0.05% | +4,701 | 新進 |
| Colonial Trust Advisors | 4,708 | $45.3 萬 | 0.04% | +3,835+439.3% | 加碼 |
| Parallel Advisors, LLC | 4,731 | $45.5 萬 | 0.01% | +412+9.5% | 加碼 |
| Smith, Moore & Co. | 4,748 | $45.7 萬 | 0.04% | +20.0% | 加碼 |
| Wealth Architects, LLC | 4,748 | $45.7 萬 | 0.05% | 00.0% | 不變 |
| Mill Capital Management, LLC | 4,824 | $46.4 萬 | 0.04% | 00.0% | 不變 |
| Haverford Trust Co | 4,841 | $46.6 萬 | 0.00% | +557+13.0% | 加碼 |
| Inspirion Wealth Advisors, LLC | 4,870 | $46.8 萬 | 0.07% | +20.0% | 加碼 |
| IAG Wealth Partners, LLC | 4,889 | $47.0 萬 | 0.09% | +182+3.9% | 加碼 |
| Partnership Wealth Management, LLC | 4,900 | $47.1 萬 | 0.33% | 00.0% | 不變 |
| Stephens Inc | 4,906 | $47.2 萬 | 0.01% | +1,257+34.4% | 加碼 |
| Hudock, Inc. | 4,907 | $47.2 萬 | 0.08% | −78−1.6% | 減碼 |
| National Asset Management, Inc. | 4,933 | $47.5 萬 | 0.01% | −681−12.1% | 減碼 |
| Oarsman Capital, Inc. | 4,982 | $47.9 萬 | 0.09% | −212−4.1% | 減碼 |
| Axxcess Wealth Management, LLC | 4,987 | $48.0 萬 | 0.01% | +2,259+82.8% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 4,993 | $48.0 萬 | 0.10% | +4,993 | 新進 |
| Stablepoint Partners, LLC | 5,015 | $48.2 萬 | 0.09% | +688+15.9% | 加碼 |