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。
2026 年第 1 季 13F 持有人
Wec Energy Group, Inc. 在 2026/3/31 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
- 1,381
- 較 2025 年第 4 季 +62 家
- 持有股數
- 2.78 億
- 較 2025 年第 4 季 +4,951 萬 (+21.6%)
- 總市值
- $322.2 億
- 較 2025 年第 4 季 +$80.9 億 (+33.5%)
- 新進機構
- 150
- 另有 550 家加碼
- 清倉機構
- 88
- 另有 419 家減碼
另有 28 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 5,321 | $61.6 萬 | 0.18% | +4,671+718.6% | 加碼 |
| Coldstream Capital Management Inc | 5,278 | $61.1 萬 | 0.01% | −217−3.9% | 減碼 |
| Peapack Gladstone Financial Corp | 5,267 | $61.0 萬 | 0.01% | −99−1.8% | 減碼 |
| Diversify Wealth Management, LLC | 5,327 | $61.0 萬 | 0.01% | +5,327 | 新進 |
| MPS Loria Financial Planners, LLC | 5,245 | $60.7 萬 | 0.16% | −81−1.5% | 減碼 |
| Gradient Investments LLC | 5,233 | $60.6 萬 | 0.01% | 00.0% | 不變 |
| Odyssean, LLC | 5,233 | $60.6 萬 | 0.22% | +5,233 | 新進 |
| V-Square Quantitative Management LLC | 5,230 | $60.5 萬 | 0.06% | +1,203+29.9% | 加碼 |
| Tema ETFs LLC | 5,222 | $60.5 萬 | 0.04% | +21+0.4% | 加碼 |
| Boston Family Office LLC | 5,211 | $60.3 萬 | 0.04% | +5,211 | 新進 |
| TCW Group Inc | 5,191 | $60.1 萬 | 0.00% | +251+5.1% | 加碼 |
| Loudon Investment Management, LLC | 5,180 | $60.0 萬 | 0.32% | 00.0% | 不變 |
| Sym Financial Corp | 5,179 | $60.0 萬 | 0.06% | −46−0.9% | 減碼 |
| Paragon Private Wealth Management, LLC | 5,179 | $60.0 萬 | 0.19% | −185−3.4% | 減碼 |
| TSFG, LLC | 5,168 | $59.8 萬 | 0.09% | +36+0.7% | 加碼 |
| Dougherty & Associates, LLC | 5,162 | $59.8 萬 | 0.55% | −90−1.7% | 減碼 |
| Capital Advisors Inc | 5,156 | $59.7 萬 | 0.01% | +1,528+42.1% | 加碼 |
| Daymark Wealth Partners, LLC | 5,112 | $59.2 萬 | 0.02% | −552−9.7% | 減碼 |
| Ambassador Advisors, LLC | 5,049 | $58.5 萬 | 0.09% | +84+1.7% | 加碼 |
| Fifth Third Wealth Advisors LLC | 5,007 | $58.0 萬 | 0.02% | +502+11.1% | 加碼 |
| FWL Investment Management, LLC | 5,000 | $57.9 萬 | 0.13% | +5,000 | 新進 |
| Fiduciary Trust Co | 4,959 | $57.4 萬 | 0.01% | −5,576−52.9% | 減碼 |
| Savvy Advisors, Inc. | 4,931 | $57.1 萬 | 0.02% | +2,215+81.6% | 加碼 |
| CAPROCK Group, Inc. | 4,923 | $57.0 萬 | 0.01% | −3,985−44.7% | 減碼 |
| Advyzon Investment Management, LLC | 4,902 | $56.7 萬 | 0.05% | +2,293+87.9% | 加碼 |
| Midwest Trust Co | 4,900 | $56.7 萬 | 0.01% | −2,873−37.0% | 減碼 |
| Partnership Wealth Management, LLC | 4,900 | $56.7 萬 | 0.43% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 4,893 | $56.6 萬 | 0.06% | 00.0% | 不變 |
| Change Path, LLC | 4,856 | $56.2 萬 | 0.01% | +167+3.6% | 加碼 |
| Teacher Retirement System of Texas | 4,850 | $56.1 萬 | 0.00% | −5,769−54.3% | 減碼 |
| Colter Lewis Investment Partners LLC | 4,846 | $56.1 萬 | 0.53% | 00.0% | 不變 |
| Spectrum Investment Advisors, Inc. | 4,825 | $55.9 萬 | 0.28% | +15+0.3% | 加碼 |
| Mill Capital Management, LLC | 4,824 | $55.8 萬 | 0.04% | 00.0% | 不變 |
| Voleon Capital Management LP | 4,806 | $55.6 萬 | 0.01% | +4,806 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 4,792 | $55.5 萬 | 0.01% | +196+4.3% | 加碼 |
| HBK Sorce Advisory LLC | 4,948 | $55.2 萬 | 0.01% | −1,109−18.3% | 減碼 |
| Paradigm Financial Partners, LLC | 4,743 | $54.9 萬 | 0.10% | −636−11.8% | 減碼 |
| Financial Advisory Partners, LLC | 4,718 | $54.6 萬 | 0.15% | −143−2.9% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 4,718 | $54.6 萬 | 0.04% | −49−1.0% | 減碼 |
| Advisor OS, LLC | 4,717 | $54.6 萬 | 0.04% | +2,790+144.8% | 加碼 |
| Csenge Advisory Group | 4,711 | $54.5 萬 | 0.02% | −287−5.7% | 減碼 |
| Phillips Wealth Planners LLC | 4,824 | $54.4 萬 | 0.41% | +1,207+33.4% | 加碼 |
| Banco Santander, S.A. | 4,671 | $54.1 萬 | 0.00% | +4,671 | 新進 |
| Skba Capital Management LLC | 4,665 | $54.0 萬 | 0.07% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,663 | $54.0 萬 | 0.04% | −40−0.9% | 減碼 |
| Simplicity Wealth,LLC | 4,654 | $53.9 萬 | 0.03% | +75+1.6% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 4,622 | $53.5 萬 | 0.01% | 00.0% | 不變 |
| Gibbs Wealth Management | 4,589 | $53.1 萬 | 0.07% | +1,606+53.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,584 | $53.1 萬 | 0.02% | +411+9.8% | 加碼 |
| GAM Holding AG | 4,559 | $52.8 萬 | 0.05% | +4,559 | 新進 |
| Segment Wealth Management, LLC | 4,549 | $52.7 萬 | 0.03% | −322−6.6% | 減碼 |
| West Paces Advisors Inc. | 4,542 | $52.6 萬 | 0.10% | −173−3.7% | 減碼 |
| Brown Miller Wealth Management, LLC | 4,528 | $52.4 萬 | 0.15% | −162−3.5% | 減碼 |
| Hudock, Inc. | 4,513 | $52.3 萬 | 0.08% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,504 | $52.1 萬 | 0.01% | +881+24.3% | 加碼 |
| Chesley Taft & Associates LLC | 4,482 | $51.9 萬 | 0.02% | −88−1.9% | 減碼 |
| Marshall Investment Management, LLC | 4,481 | $51.9 萬 | 0.25% | +37+0.8% | 加碼 |
| Boothbay Fund Management, LLC | 4,470 | $51.7 萬 | 0.01% | −5,036−53.0% | 減碼 |
| Crewe Advisors LLC | 4,379 | $50.7 萬 | 0.04% | +29+0.7% | 加碼 |
| Colonial Trust Advisors | 4,372 | $50.6 萬 | 0.04% | 00.0% | 不變 |
| Marble Harbor Investment Counsel, LLC | 4,368 | $50.6 萬 | 0.05% | +386+9.7% | 加碼 |
| Custom Index Systems, LLC | 4,350 | $50.4 萬 | 0.22% | −112−2.5% | 減碼 |
| Thrive Wealth Management, LLC | 4,335 | $50.2 萬 | 0.07% | −1,013−18.9% | 減碼 |
| Forum Financial Management, LP | 4,322 | $50.0 萬 | 0.01% | −73−1.7% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,319 | $50.0 萬 | 0.13% | +220+5.4% | 加碼 |
| WoodTrust Financial Corp | 4,321 | $50.0 萬 | 0.06% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 4,300 | $49.8 萬 | 0.14% | −100−2.3% | 減碼 |
| Kera Capital Partners, Inc. | 4,254 | $49.2 萬 | 0.06% | +229+5.7% | 加碼 |
| Carl P. Sherr & Co., LLC | 4,249 | $49.2 萬 | 0.23% | −44−1.0% | 減碼 |
| Oarsman Capital, Inc. | 4,241 | $49.1 萬 | 0.06% | −210−4.7% | 減碼 |
| Frec Markets, Inc. | 4,223 | $48.9 萬 | 0.08% | +2,275+116.8% | 加碼 |
| Ritholtz Wealth Management | 4,213 | $48.8 萬 | 0.01% | +4,213 | 新進 |
| Old Second National Bank of Aurora | 4,196 | $48.6 萬 | 0.10% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 4,189 | $48.5 萬 | 0.04% | +131+3.2% | 加碼 |
| Certior Financial Group, LLC | 4,177 | $48.4 萬 | 0.31% | +134+3.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,168 | $48.3 萬 | 0.01% | +19+0.5% | 加碼 |
| Keystone Financial Group | 4,152 | $48.1 萬 | 0.03% | +1,627+64.4% | 加碼 |
| Aprio Wealth Management, LLC | 4,113 | $47.6 萬 | 0.03% | +685+20.0% | 加碼 |
| Bullock Wealth Management Group | 4,098 | $47.6 萬 | 0.24% | +22+0.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,103 | $47.5 萬 | 0.02% | −10,191−71.3% | 減碼 |
| Mission Wealth Management, LP | 4,088 | $47.3 萬 | 0.01% | −513−11.1% | 減碼 |
| Kovack Advisors, Inc. | 4,077 | $47.3 萬 | 0.03% | −11−0.3% | 減碼 |
| Duncker Streett & Co Inc | 4,058 | $47.0 萬 | 0.09% | +400+10.9% | 加碼 |
| Everence Capital Management Inc | 4,050 | $46.9 萬 | 0.03% | 00.0% | 不變 |
| Master's Wealth Management Inc. | 4,043 | $46.8 萬 | 0.16% | +1,232+43.8% | 加碼 |
| Moody Lynn & Lieberson, LLC | 4,029 | $46.6 萬 | 0.03% | −23−0.6% | 減碼 |
| Carret Asset Management, LLC | 4,000 | $46.3 萬 | 0.05% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 3,982 | $46.1 萬 | 0.00% | 00.0% | 不變 |
| International Private Wealth Advisors LLC | 3,975 | $46.0 萬 | 0.28% | +109+2.8% | 加碼 |
| VeraBank, N.A. | 3,966 | $45.9 萬 | 0.08% | −1,590−28.6% | 減碼 |
| Bruce & Co., Inc. | 3,945 | $45.7 萬 | 0.13% | 00.0% | 不變 |
| Zhang Financial LLC | 3,931 | $45.5 萬 | 0.02% | −65−1.6% | 減碼 |
| Tarbox Family Office, Inc. | 3,918 | $45.4 萬 | 0.07% | −341−8.0% | 減碼 |
| Indivisible Partners | 3,889 | $45.0 萬 | 0.04% | +342+9.6% | 加碼 |
| West Family Investments, Inc. | 3,853 | $44.6 萬 | 0.16% | +9+0.2% | 加碼 |
| Smithfield Trust Co | 3,856 | $44.5 萬 | 0.02% | +50+1.3% | 加碼 |
| Brandywine Oak Private Wealth LLC | 3,824 | $44.3 萬 | 0.04% | +33+0.9% | 加碼 |
| Appleton Partners Inc | 3,806 | $44.1 萬 | 0.03% | 00.0% | 不變 |
| Signet Private Wealth LLC | 3,793 | $43.9 萬 | 0.42% | 00.0% | 不變 |
| McDonough Capital Management, Inc | 3,788 | $43.9 萬 | 0.24% | 00.0% | 不變 |