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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 7,803 | $75.0 萬 | 0.01% | −214−2.7% | 減碼 |
| Proequities, Inc. | 7,935 | $76.3 萬 | 0.05% | +475+6.4% | 加碼 |
| Aristotle Atlantic Partners, LLC | 7,941 | $76.4 萬 | 0.02% | 00.0% | 不變 |
| North Star Investment Management Corp. | 7,945 | $76.4 萬 | 0.05% | +13+0.2% | 加碼 |
| Everence Capital Management Inc | 7,950 | $76.5 萬 | 0.05% | 00.0% | 不變 |
| Wesbanco Bank Inc | 7,978 | $76.7 萬 | 0.03% | −27−0.3% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $77.9 萬 | 0.04% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 8,117 | $78.0 萬 | 0.06% | +503+6.6% | 加碼 |
| McDonald Partners LLC | 8,182 | $78.7 萬 | 0.20% | +210+2.6% | 加碼 |
| Searle & Co. | 8,200 | $78.9 萬 | 0.20% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 8,232 | $79.2 萬 | 0.02% | +1,162+16.4% | 加碼 |
| Eastern Bank | 8,234 | $79.2 萬 | 0.01% | +8,234 | 新進 |
| BKD Wealth Advisors, LLC | 8,241 | $79.3 萬 | 0.02% | +15+0.2% | 加碼 |
| Inceptionr LLC | 8,247 | $79.3 萬 | 0.19% | −1,807−18.0% | 減碼 |
| Intrua Financial, LLC | 8,250 | $79.3 萬 | 0.13% | +2,585+45.6% | 加碼 |
| Snowden Capital Advisors LLC | 8,293 | $79.8 萬 | 0.02% | +937+12.7% | 加碼 |
| Vantage Financial Partners, LLC | 8,305 | $79.9 萬 | 0.20% | +116+1.4% | 加碼 |
| Montag A & Associates Inc | 8,414 | $80.9 萬 | 0.04% | 00.0% | 不變 |
| Fiduciary Trust Co | 8,443 | $81.2 萬 | 0.01% | −870−9.3% | 減碼 |
| Wright Investors Service Inc | 8,455 | $81.3 萬 | 0.21% | +8,455 | 新進 |
| Natixis | 8,598 | $82.7 萬 | 0.01% | +8,598 | 新進 |
| WNY Asset Management, LLC | 8,623 | $82.9 萬 | 0.10% | +116+1.4% | 加碼 |
| FineMark National Bank & Trust | 8,638 | $83.1 萬 | 0.03% | +50+0.6% | 加碼 |
| Prospera Financial Services Inc | 8,655 | $83.3 萬 | 0.02% | −473−5.2% | 減碼 |
| Chelsea Counsel Co | 8,672 | $83.4 萬 | 0.41% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 8,680 | $83.5 萬 | 0.01% | −137−1.6% | 減碼 |
| Valmark Advisers, Inc. | 8,730 | $84.0 萬 | 0.01% | −204−2.3% | 減碼 |
| Exchange Traded Concepts, LLC | 8,762 | $84.3 萬 | 0.02% | +672+8.3% | 加碼 |
| Walleye Capital LLC | 8,776 | $84.4 萬 | 0.01% | −13,341−60.3% | 減碼 |
| RSM US Wealth Management LLC | 8,814 | $85.3 萬 | 0.01% | +884+11.1% | 加碼 |
| Apollon Wealth Management, LLC | 8,891 | $85.5 萬 | 0.02% | −692−7.2% | 減碼 |
| PFG Investments, LLC | 9,181 | $88.3 萬 | 0.06% | −600−6.1% | 減碼 |
| Avantax Planning Partners, Inc. | 9,181 | $88.3 萬 | 0.03% | −167−1.8% | 減碼 |
| Wealthspire Advisors, LLC | 9,200 | $88.5 萬 | 0.01% | −558−5.7% | 減碼 |
| Hendershot Investments Inc. | 9,218 | $88.7 萬 | 0.12% | −1,228−11.8% | 減碼 |
| Fullcircle Wealth LLC | 9,221 | $89.4 萬 | 0.40% | +467+5.3% | 加碼 |
| Johnson Investment Counsel Inc | 9,334 | $89.8 萬 | 0.01% | −187−2.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,358 | $90.0 萬 | 0.06% | −829−8.1% | 減碼 |
| Illinois Municipal Retirement Fund | 9,363 | $90.1 萬 | 0.01% | 00.0% | 不變 |
| Bank & Trust Co | 9,533 | $91.7 萬 | 0.74% | 00.0% | 不變 |
| Private Harbour Investment Management & Counsel, LLC | 9,566 | $92.0 萬 | 0.97% | +62+0.7% | 加碼 |
| American State Bank (Iowa) | 9,584 | $92.2 萬 | 0.56% | 00.0% | 不變 |
| Romano Brothers and Company | 9,607 | $92.4 萬 | 0.12% | +154+1.6% | 加碼 |
| Claro Advisors LLC | 9,610 | $92.4 萬 | 0.12% | +835+9.5% | 加碼 |
| Security National Bank | 9,744 | $93.7 萬 | 0.13% | +9,744 | 新進 |
| Bleakley Financial Group, LLC | 9,756 | $93.8 萬 | 0.03% | +1,858+23.5% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,855 | $94.7 萬 | 0.01% | +423+4.5% | 加碼 |
| IHT Wealth Management, LLC | 9,939 | $95.6 萬 | 0.03% | +549+5.8% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 10,017 | $96.3 萬 | 0.02% | −34−0.3% | 減碼 |
| Shell Asset Management Co | 10,084 | $97.0 萬 | 0.04% | +10,084 | 新進 |
| Portside Wealth Group, LLC | 10,135 | $97.5 萬 | 0.17% | −169−1.6% | 減碼 |
| Ronald Blue Trust, Inc. | 12,514 | $98.2 萬 | 0.01% | +2,120+20.4% | 加碼 |
| Independent Financial Group, LLC | 10,320 | $99.3 萬 | 0.04% | −331−3.1% | 減碼 |
| Credit Agricole S A | 10,410 | $100.1 萬 | 0.01% | −29,059−73.6% | 減碼 |
| HM Payson & Co | 10,449 | $100.5 萬 | 0.02% | −469−4.3% | 減碼 |
| Qtron Investments LLC | 10,459 | $100.6 萬 | 0.14% | +10,459 | 新進 |
| Investment Management Corp of Ontario | 10,462 | $100.6 萬 | 0.02% | +3,400+48.1% | 加碼 |
| Aviso Financial Inc. | 10,653 | $102.5 萬 | 0.05% | +906+9.3% | 加碼 |
| Ieq Capital, LLC | 10,657 | $102.5 萬 | 0.01% | +4,641+77.1% | 加碼 |
| Scientech Research LLC | 10,658 | $102.5 萬 | 0.20% | +2,290+27.4% | 加碼 |
| Nicholson Wealth Management Group, LLC | 10,717 | $103.1 萬 | 0.85% | +10,717 | 新進 |
| Brown Capital Management LLC | 10,726 | $103.2 萬 | 0.02% | −142−1.3% | 減碼 |
| TrinityPoint Wealth, LLC | 10,755 | $103.4 萬 | 0.15% | +134+1.3% | 加碼 |
| Icon Wealth Advisors, LLC | 10,838 | $104.2 萬 | 0.09% | −116−1.1% | 減碼 |
| Empirical Finance, LLC | 10,884 | $104.7 萬 | 0.06% | +229+2.1% | 加碼 |
| Venture Visionary Partners LLC | 10,918 | $105.0 萬 | 0.05% | +43+0.4% | 加碼 |
| Merit Financial Group, LLC | 10,922 | $105.0 萬 | 0.02% | −480−4.2% | 減碼 |
| Rowland & Co Investment Counsel | 10,991 | $105.7 萬 | 0.21% | −314−2.8% | 減碼 |
| Ethic Inc. | 13,000 | $106.8 萬 | 0.03% | +437+3.5% | 加碼 |
| NorthRock Partners, LLC | 11,113 | $106.9 萬 | 0.04% | −1,262−10.2% | 減碼 |
| Twin City Private Wealth, LLC | 11,153 | $107.3 萬 | 0.93% | +1,539+16.0% | 加碼 |
| Trueblood Wealth Management, LLC | 11,205 | $107.8 萬 | 0.54% | −10.0% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 11,247 | $108.2 萬 | 0.22% | −3,703−24.8% | 減碼 |
| We Are One Seven, LLC | 11,460 | $110.2 萬 | 0.05% | +3,290+40.3% | 加碼 |
| Sigma Planning Corp | 11,516 | $110.8 萬 | 0.03% | +2,627+29.6% | 加碼 |
| Empowered Funds, LLC | 11,601 | $111.6 萬 | 0.02% | −23,729−67.2% | 減碼 |
| Hummer Financial Advisory Services Inc | 11,622 | $111.8 萬 | 0.88% | 00.0% | 不變 |
| Tiaa Trust, National Association | 11,623 | $111.8 萬 | 0.00% | +1,189+11.4% | 加碼 |
| Fulton Bank, N.A. | 11,664 | $112.2 萬 | 0.04% | +8,398+257.1% | 加碼 |
| IFP Advisors, Inc | 11,728 | $112.8 萬 | 0.04% | +1,579+15.6% | 加碼 |
| Prairie Sky Financial Group LLC | 11,736 | $112.9 萬 | 0.64% | 00.0% | 不變 |
| Welch & Forbes LLC | 11,740 | $112.9 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investment Management LLC | 11,745 | $113.0 萬 | 0.50% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 11,751 | $113.0 萬 | 0.02% | +2,307+24.4% | 加碼 |
| Veriti Management LLC | 11,800 | $113.5 萬 | 0.06% | +1,378+13.2% | 加碼 |
| Geneos Wealth Management Inc. | 11,874 | $114.2 萬 | 0.04% | +2,149+22.1% | 加碼 |
| Legacy Private Trust Co. | 11,963 | $115.1 萬 | 0.08% | −600−4.8% | 減碼 |
| QRG Capital Management, Inc. | 11,991 | $115.3 萬 | 0.01% | +529+4.6% | 加碼 |
| Hantz Financial Services, Inc. | 12,247 | $117.8 萬 | 0.02% | −47−0.4% | 減碼 |
| GAMMA Investing LLC | 12,399 | $119.3 萬 | 0.12% | +1,522+14.0% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 12,411 | $119.4 萬 | 0.24% | +562+4.7% | 加碼 |
| Bryn Mawr Trust Co | 12,421 | $119.5 萬 | 0.02% | +8,751+238.4% | 加碼 |
| iA Global Asset Management Inc. | 12,457 | $119.8 萬 | 0.02% | +743+6.3% | 加碼 |
| NEOS Investment Management LLC | 12,564 | $120.8 萬 | 0.04% | +2,436+24.1% | 加碼 |
| Sterling Capital Management LLC | 12,601 | $121.2 萬 | 0.02% | +12,601 | 新進 |
| Cornell Pochily Investment Advisors, Inc. | 12,695 | $122.1 萬 | 0.42% | −97−0.8% | 減碼 |
| Marks Group Wealth Management, Inc | 12,764 | $122.8 萬 | 0.12% | −143−1.1% | 減碼 |
| Landaas & Co | 12,804 | $123.1 萬 | 0.34% | +430+3.5% | 加碼 |
| Stock Yards Bank & Trust Co | 12,880 | $123.9 萬 | 0.04% | −1,277−9.0% | 減碼 |
| Conning Inc. | 12,914 | $124.2 萬 | 0.04% | 00.0% | 不變 |