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 |
|---|---|---|---|---|---|
| Brass Tax Wealth Management, Inc | 5,032 | $48.4 萬 | 0.10% | −5,148−50.6% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $48.4 萬 | 0.07% | 00.0% | 不變 |
| Diversified Trust Co | 5,065 | $48.7 萬 | 0.01% | −23,101−82.0% | 減碼 |
| Rehmann Capital Advisory Group | 5,036 | $48.8 萬 | 0.03% | +192+4.0% | 加碼 |
| Old Second National Bank of Aurora | 5,074 | $48.8 萬 | 0.12% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $48.9 萬 | 0.01% | 00.0% | 不變 |
| Sym Financial Corp | 5,091 | $49.0 萬 | 0.07% | +188+3.8% | 加碼 |
| Jump Financial, LLC | 5,130 | $49.3 萬 | 0.01% | −2,648−34.0% | 減碼 |
| Capstone Investment Advisors, LLC | 5,135 | $49.4 萬 | 0.01% | −758−12.9% | 減碼 |
| Equitable Holdings, Inc. | 5,153 | $49.6 萬 | 0.00% | +72+1.4% | 加碼 |
| Peak Financial Advisors LLC | 5,188 | $49.9 萬 | 0.26% | +63+1.2% | 加碼 |
| Boston Family Office LLC | 5,213 | $50.1 萬 | 0.03% | −38−0.7% | 減碼 |
| Aviva PLC | 5,213 | $50.1 萬 | 0.00% | +291+5.9% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,234 | $50.3 萬 | 0.02% | −459−8.1% | 減碼 |
| Signaturefd, LLC | 5,260 | $50.6 萬 | 0.01% | −300−5.4% | 減碼 |
| Chesley Taft & Associates LLC | 5,280 | $50.8 萬 | 0.02% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 5,331 | $51.3 萬 | 0.03% | +627+13.3% | 加碼 |
| Aptus Capital Advisors, LLC | 5,336 | $51.3 萬 | 0.01% | +1,260+30.9% | 加碼 |
| Financial Advisory Partners, LLC | 5,344 | $51.4 萬 | 0.17% | −150−2.7% | 減碼 |
| Krane Funds Advisors LLC | 5,372 | $51.7 萬 | 0.02% | +46+0.9% | 加碼 |
| Private Trust Co NA | 5,389 | $51.8 萬 | 0.05% | +152+2.9% | 加碼 |
| SageView Advisory Group, LLC | 5,390 | $51.8 萬 | 0.03% | −2,495−31.6% | 減碼 |
| Prudential PLC | 5,408 | $52.0 萬 | 0.00% | −33,385−86.1% | 減碼 |
| Wetherby Asset Management Inc | 5,413 | $52.1 萬 | 0.02% | −35−0.6% | 減碼 |
| Hutner Capital Management Inc | 5,427 | $52.2 萬 | 0.26% | 00.0% | 不變 |
| XTX Topco Ltd | 5,472 | $52.6 萬 | 0.04% | +2,901+112.8% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 5,487 | $52.8 萬 | 0.02% | −368−6.3% | 減碼 |
| Ballentine Partners, LLC | 5,497 | $52.9 萬 | 0.01% | +812+17.3% | 加碼 |
| Chicago Trust Co NA | 5,503 | $52.9 萬 | 0.09% | −3,156−36.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 5,518 | $53.1 萬 | 0.01% | −132−2.3% | 減碼 |
| Verdence Capital Advisors LLC | 5,533 | $53.2 萬 | 0.04% | +5,533 | 新進 |
| Thrive Wealth Management, LLC | 5,552 | $53.4 萬 | 0.10% | +165+3.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,576 | $53.6 萬 | 0.00% | −5,935−51.6% | 減碼 |
| Sierra Summit Advisors LLC | 5,574 | $53.6 萬 | 0.12% | +921+19.8% | 加碼 |
| Chicago Capital, LLC | 5,638 | $54.2 萬 | 0.02% | 00.0% | 不變 |
| North Star Asset Management Inc | 5,644 | $54.3 萬 | 0.02% | +10.0% | 加碼 |
| Spinnaker Trust | 5,648 | $54.3 萬 | 0.03% | 00.0% | 不變 |
| Allworth Financial LP | 5,665 | $54.5 萬 | 0.00% | −1,333−19.0% | 減碼 |
| MGB Wealth Management, LLC | 5,714 | $54.9 萬 | 0.20% | 00.0% | 不變 |
| Paradigm Financial Partners, LLC | 5,623 | $54.9 萬 | 0.08% | −140−2.4% | 減碼 |
| LVZ Advisors, Inc. | 5,728 | $55.1 萬 | 0.07% | 00.0% | 不變 |
| Financial Advocates Investment Management | 5,771 | $55.5 萬 | 0.03% | +1,849+47.1% | 加碼 |
| Horizon Investments, LLC | 5,772 | $55.5 萬 | 0.01% | −92−1.6% | 減碼 |
| Alaska Permanent Fund Corp | 5,825 | $56.0 萬 | 0.01% | 00.0% | 不變 |
| Aurora Investment Counsel | 5,876 | $56.5 萬 | 0.31% | −11,455−66.1% | 減碼 |
| Resources Management Corp | 5,909 | $56.8 萬 | 0.08% | −113−1.9% | 減碼 |
| PAX Financial Group, LLC | 5,914 | $56.9 萬 | 0.10% | +324+5.8% | 加碼 |
| Csenge Advisory Group | 6,024 | $57.5 萬 | 0.03% | −1,382−18.7% | 減碼 |
| Clearstead Advisors, LLC | 5,991 | $57.6 萬 | 0.01% | +11+0.2% | 加碼 |
| Gradient Investments LLC | 6,038 | $58.1 萬 | 0.01% | −786−11.5% | 減碼 |
| Bradley Foster & Sargent Inc | 6,047 | $58.2 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 6,060 | $58.3 萬 | 0.01% | +343+6.0% | 加碼 |
| Summit Financial, LLC | 6,084 | $58.5 萬 | 0.02% | +84+1.4% | 加碼 |
| Citizens Financial Group Inc | 6,086 | $58.5 萬 | 0.01% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 6,197 | $59.6 萬 | 0.18% | +6,197 | 新進 |
| Drake & Associates, LLC | 6,216 | $59.8 萬 | 0.19% | +120+2.0% | 加碼 |
| Central Trust Co | 6,236 | $60.0 萬 | 0.01% | −1,832−22.7% | 減碼 |
| Ransom Advisory, Ltd | 6,250 | $60.1 萬 | 0.28% | +132+2.2% | 加碼 |
| City State Bank | 6,253 | $60.1 萬 | 0.22% | +300+5.0% | 加碼 |
| My Legacy Advisors, LLC | 6,335 | $60.9 萬 | 0.24% | −1,595−20.1% | 減碼 |
| Bridges Investment Management Inc | 6,354 | $61.1 萬 | 0.01% | +29+0.5% | 加碼 |
| Raleigh Capital Management Inc. | 6,387 | $61.4 萬 | 0.24% | +6,362+25,448.0% | 加碼 |
| TBH Global Asset Management, LLC | 6,414 | $61.7 萬 | 0.13% | −5−0.1% | 減碼 |
| Ti-Trust, Inc | 6,430 | $61.8 萬 | 0.44% | 00.0% | 不變 |
| ING Groep NV | 6,441 | $61.9 萬 | 0.00% | +6,441 | 新進 |
| Blossom Wealth Management | 6,463 | $62.2 萬 | 1.25% | +1,215+23.2% | 加碼 |
| Advisors Management Group Inc | 6,492 | $62.4 萬 | 0.15% | +21+0.3% | 加碼 |
| Buckley Wealth Management, LLC | 6,503 | $62.5 萬 | 0.19% | +174+2.7% | 加碼 |
| Peapack Gladstone Financial Corp | 6,523 | $62.7 萬 | 0.01% | +2,358+56.6% | 加碼 |
| SPC Financial, Inc. | 6,579 | $63.3 萬 | 0.06% | +300+4.8% | 加碼 |
| Farther Finance Advisors, LLC | 6,677 | $64.2 萬 | 0.02% | +250+3.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 6,691 | $64.4 萬 | 0.02% | −44−0.7% | 減碼 |
| Tudor Investment Corp Et Al | 6,708 | $64.5 萬 | 0.01% | −206,841−96.9% | 減碼 |
| Dakota Wealth Management | 6,769 | $65.1 萬 | 0.01% | −337−4.7% | 減碼 |
| MPS Loria Financial Planners, LLC | 6,770 | $65.1 萬 | 0.19% | +31+0.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,771 | $65.1 萬 | 0.09% | +6,771 | 新進 |
| Integrated Advisors Network LLC | 6,866 | $66.0 萬 | 0.03% | +14+0.2% | 加碼 |
| Venturi Wealth Management, LLC | 6,902 | $66.4 萬 | 0.03% | −96−1.4% | 減碼 |
| Voya Financial Advisors, Inc. | 7,074 | $67.4 萬 | 0.07% | +676+10.6% | 加碼 |
| Stephenson National Bank & Trust | 7,023 | $67.5 萬 | 0.21% | −73−1.0% | 減碼 |
| Trust Co of Toledo NA | 7,039 | $67.7 萬 | 0.09% | −50−0.7% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 7,180 | $69.1 萬 | 0.06% | +16+0.2% | 加碼 |
| Elevated Capital Advisors, LLC | 7,204 | $69.3 萬 | 0.18% | +506+7.6% | 加碼 |
| Marcum Wealth, LLC | 7,225 | $69.5 萬 | 0.06% | +607+9.2% | 加碼 |
| NewEdge Wealth, LLC | 7,279 | $70.0 萬 | 0.01% | +239+3.4% | 加碼 |
| Investment House LLC | 7,300 | $70.2 萬 | 0.04% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 7,319 | $70.4 萬 | 0.05% | +750+11.4% | 加碼 |
| Paragon Private Wealth Management, LLC | 7,435 | $71.5 萬 | 0.35% | +828+12.5% | 加碼 |
| Zhang Financial LLC | 7,472 | $71.9 萬 | 0.05% | +7,472 | 新進 |
| Kesler, Norman & Wride, LLC | 7,517 | $72.3 萬 | 0.14% | −5,976−44.3% | 減碼 |
| Norden Group LLC | 7,533 | $72.5 萬 | 0.09% | +2,562+51.5% | 加碼 |
| Winch Advisory Services, LLC | 7,540 | $72.5 萬 | 0.20% | +67+0.9% | 加碼 |
| Clifford Swan Investment Counsel LLC | 7,554 | $72.7 萬 | 0.03% | +412+5.8% | 加碼 |
| Triangle Securities Wealth Management | 7,572 | $72.8 萬 | 0.19% | −26−0.3% | 減碼 |
| Beaton Management Co. Inc. | 7,584 | $72.9 萬 | 0.37% | −404−5.1% | 減碼 |
| Jones Financial Companies LLLP | 7,691 | $73.3 萬 | 0.00% | +2,398+45.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 7,679 | $73.9 萬 | 0.03% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 7,688 | $73.9 萬 | 0.06% | +3,747+95.1% | 加碼 |
| MAI Capital Management | 7,724 | $74.3 萬 | 0.01% | −275−3.4% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 7,732 | $74.4 萬 | 0.08% | 00.0% | 不變 |