Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 113.81 | -0.3 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 111.87 | +1.4 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 112.35 | EMA50: 112.98 | |
| MACD-Histogramm | Bullisch | 10 % | 0.416 | Bullisch | |
| RSI(14) | Neutral | 10 % | 53.2 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 70.2 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 15.9 | +DI: 23.6 / −DI: 17.2 | |
| Z-Score(60) | Neutral | 5 % | -0.18 | In Range | |
| 52W-Position | Neutral | 5 % | 66.4 % | Hoch 118.78 / Tief 102.87 | |
| Bollinger(20,2σ) | Neutral | 5 % | 78.7 % | Upper 114.76 / Mid 111.66 / Lower 108.56 | |
| LinReg-Slope(60) | Bärisch | 10 % | -0.0790 | R²=0.33 / annualisiert -17.5 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | Krueger Daniel | Officer, EVP WEC Infrastructure | Open Market Sale | -2.000 | 110,85 | -221.699,40 | -41,8% | |
| 2026-05-19 | Krueger Daniel | Officer, EVP WEC Infrastructure | Open Market Sale | -1.665 | 111,11 | -185.005,14 | -34,8% | |
| 2026-05-19 | Krueger Daniel | Officer, EVP WEC Infrastructure | Open Market Sale | -1.000 | 110,92 | -110.919,00 | -20,9% | |
| 2026-02-24 | PAYNE ULICE JR | Director | Open Market Sale | -1.450 | 114,60 | -166.166,38 | -31,3% | |
| 2026-02-23 | KLAPPA GALE E | Director | Open Market Sale | -3.180 | 115,44 | -367.099,20 | -69,1% | |
| 2026-02-17 | KLAPPA GALE E | Director | Open Market Sale | -5.000 | 116,55 | -582.750,00 | -109,8% | |
| 2026-02-13 | KLAPPA GALE E | Director | Open Market Sale | -5.000 | 115,38 | -576.909,00 | -108,7% | |
| 2026-02-13 | Straka Mary Beth | Officer, Sr. VP-Corp Comm & Inv Rel | Open Market Sale | -2.815 | 115,50 | -325.131,09 | -61,2% | |
| 2026-02-13 | KLAPPA GALE E | Director | Open Market Sale | -5.000 | 115,50 | -577.515,50 | -108,8% | |
| 2026-02-13 | KLAPPA GALE E | Director | Open Market Sale | -5.000 | 115,46 | -577.319,50 | -108,7% | |
| 2026-02-13 | KLAPPA GALE E | Director | Open Market Sale | -5.000 | 115,45 | -577.250,00 | -108,7% | |
| 2026-02-13 | KLAPPA GALE E | Director | Open Market Sale | -5.000 | 115,41 | -577.066,00 | -108,7% | |
| 2026-02-09 | Lauber Scott J | Director, Officer, President and CEO | Open Market Sale | -8.089 | 110,70 | -895.462,01 | -168,7% | |
| 2025-11-07 | Erickson Joshua M | Officer, VP and Deputy General Counsel | Open Market Sale | -100 | 112,47 | -11.246,84 | -2,1% | |
| 2025-08-19 | Garvin Robert M | Officer, Exec Vice President - Ext Affs | Open Market Sale | -13.185 | 108,12 | -1.425.589,89 | -268,5% | |
| 2025-08-18 | Garvin Robert M | Officer, Exec Vice President - Ext Affs | Open Market Sale | -1.000 | 107,91 | -107.909,00 | -20,3% | |
| 2025-08-08 | Lauber Scott J | Director, Officer, President and CEO | Open Market Sale | -7.320 | 110,83 | -811.285,85 | -152,8% | |
| 2025-08-08 | Lauber Scott J | Director, Officer, President and CEO | Open Market Sale | -1.911 | 111,05 | -212.223,24 | -40,0% | |
| 2025-08-07 | PAYNE ULICE JR | Director | Open Market Sale | -1.620 | 111,00 | -179.813,52 | -33,9% | |
| 2025-08-04 | KLAPPA GALE E | Director | Open Market Sale | -5.960 | 110,98 | -661.440,80 | -124,6% | |
| 2025-08-04 | Krueger Daniel | Officer, EVP WEC Infrastructure | Open Market Sale | -5.930 | 111,14 | -659.031,74 | -124,1% | |
| 2025-08-01 | KLAPPA GALE E | Director | Open Market Sale | -10.000 | 110,64 | -1.106.421,00 | -208,4% | |
| 2025-08-01 | Reese Anthony | Officer, Vice President and Treasurer | Open Market Sale | -4.177 | 110,30 | -460.742,73 | -86,8% | |
| 2025-08-01 | Straka Mary Beth | Officer, Sr. VP-Corp Comm & Inv Rel | Open Market Sale | -2.500 | 110,55 | -276.362,50 | -52,1% | |
| 2025-08-01 | Mulroy Molly A | Officer, EVP & Chief Admin Officer | Open Market Sale | -4.030 | 110,33 | -444.610,56 | -83,7% | |
| 2025-08-01 | KLAPPA GALE E | Director | Open Market Sale | -10.000 | 110,92 | -1.109.200,00 | -208,9% | |
| 2025-08-01 | KLAPPA GALE E | Director | Open Market Sale | -10.000 | 110,75 | -1.107.500,00 | -208,6% | |
| 2025-08-01 | KLAPPA GALE E | Director | Open Market Sale | -5.000 | 110,49 | -552.450,00 | -104,1% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 41.099.951 | 0 | 41.099.951 | 4.334.400.833 | Neu | +100,0% | |
| BlackRock, Inc. | 150.471.938 | 105.651.253 | 44.820.685 | 3.970.211.881 | Aufgestockt | +42,4% | |
| STATE STREET CORP | 57.537.819 | 57.460.822 | 76.997 | 2.504.146.952 | Aufgestockt | +0,1% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 21.147.206 | 0 | 21.147.206 | 2.448.212.038 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 9.106.652 | 8.838.003 | 268.649 | 1.050.517.619 | Aufgestockt | +3,0% | |
| WELLS FARGO & COMPANY/MN | 22.939.214 | 20.006.021 | 2.933.193 | 1.008.759.053 | Aufgestockt | +14,7% | |
| BANK OF AMERICA CORP /DE/ | 16.128.050 | 11.865.413 | 4.262.637 | 932.784.151 | Aufgestockt | +35,9% | |
| DEUTSCHE BANK AG\ | 11.234.540 | 11.182.438 | 52.102 | 693.238.741 | Aufgestockt | +0,5% | |
| AMERIPRISE FINANCIAL INC | 29.682.783 | 19.185.600 | 10.497.183 | 686.172.601 | Aufgestockt | +54,7% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.441.582 | 5.336.861 | 104.721 | 629.938.008 | Aufgestockt | +2,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 21.471.384 | 33.927.720 | -12.456.336 | 579.135.602 | Reduziert | -36,7% | |
| MORGAN STANLEY | 21.495.853 | 11.650.576 | 9.845.277 | 569.803.817 | Aufgestockt | +84,5% | |
| Invesco Ltd. | 8.621.057 | 8.523.069 | 97.988 | 539.927.796 | Aufgestockt | +1,1% | |
| FRANKLIN RESOURCES INC | 4.434.011 | 3.357.608 | 1.076.403 | 513.325.455 | Aufgestockt | +32,1% | |
| JPMORGAN CHASE & CO | 17.571.764 | 0 | 17.571.764 | 476.371.771 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 3.623.922 | 2.970.392 | 653.530 | 419.541.429 | Aufgestockt | +22,0% | |
| Nuveen, LLC | 3.591.004 | 3.489.665 | 101.339 | 415.730.550 | Aufgestockt | +2,9% | |
| FEDERATED HERMES, INC. | 3.423.763 | 2.207.597 | 1.216.166 | 396.369.043 | Aufgestockt | +55,1% | |
| NORTHERN TRUST CORP | 3.382.948 | 3.641.145 | -258.197 | 391.643.891 | Reduziert | -7,1% | |
| Legal & General Group Plc | 2.627.581 | 2.679.059 | -51.478 | 304.195.054 | Reduziert | -1,9% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.571.015 | 2.563.809 | 7.206 | 297.646.454 | Aufgestockt | +0,3% | |
| RAYMOND JAMES FINANCIAL INC | 2.479.662 | 2.056.074 | 423.588 | 287.070.425 | Aufgestockt | +20,6% | |
| D. E. Shaw & Co., Inc. | 207.853.300 | 172.043.000 | 35.810.300 | 266.968.472 | Aufgestockt | +20,8% | |
| Clearbridge Investments, LLC | 2.168.691 | 3.236.154 | -1.067.463 | 251.069.403 | Reduziert | -33,0% | |
| Aequim Alternative Investments LP | 191.000.000 | 191.000.000 | 0 | 234.328.875 | Unverändert | 0,0% | |
| GOLDMAN SACHS GROUP INC | 5.428.157 | 10.719.718 | -5.291.561 | 226.355.761 | Reduziert | -49,4% | |
| MAIRS & POWER INC | 1.910.685 | 1.908.774 | 1.911 | 221.200.002 | Aufgestockt | +0,1% | |
| Qube Research & Technologies Ltd | 1.811.556 | 986.732 | 824.824 | 209.723.838 | Aufgestockt | +83,6% | |
| ROYAL BANK OF CANADA | 10.006.720 | 2.276.361 | 7.730.359 | 206.919.000 | Aufgestockt | +339,6% | |
| EARNEST PARTNERS LLC | 1.733.312 | 1.780.875 | -47.563 | 200.665.530 | Reduziert | -2,7% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.566.151 | 1.541.960 | 24.191 | 181.313.301 | Aufgestockt | +1,6% | |
| CAMDEN ASSET MANAGEMENT L P /CA | 148.643.000 | 137.234.000 | 11.409.000 | 179.210.815 | Aufgestockt | +8,3% | |
| UBS Group AG | 1.583.310 | 8.046.892 | -6.463.582 | 175.855.154 | Reduziert | -80,3% | |
| FMR LLC | 20.439.002 | 20.418.774 | 20.228 | 175.473.856 | Aufgestockt | +0,1% | |
| BARCLAYS PLC | 1.451.007 | 597.288 | 853.719 | 167.983.079 | Aufgestockt | +142,9% | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1.376.051 | 1.336.094 | 39.957 | 159.305.424 | Aufgestockt | +3,0% | |
| Point72 Asset Management, L.P. | 131.276.000 | 136.276.000 | -5.000.000 | 158.321.949 | Reduziert | -3,7% | |
| CITADEL ADVISORS LLC | 71.463.598 | 41.622.395 | 29.841.203 | 152.178.936 | Aufgestockt | +71,7% | |
| DIMENSIONAL FUND ADVISORS LP | 1.286.276 | 1.243.873 | 42.403 | 148.905.940 | Aufgestockt | +3,4% | |
| Magellan Asset Management Ltd | 1.261.329 | 1.285.113 | -23.784 | 146.024.058 | Reduziert | -1,9% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.237.016 | 1.327.420 | -90.404 | 143.209.371 | Reduziert | -6,8% | |
| STIFEL FINANCIAL CORP | 1.234.259 | 1.179.730 | 54.529 | 142.892.451 | Aufgestockt | +4,6% | |
| LPL Financial LLC | 1.198.459 | 973.688 | 224.771 | 138.745.563 | Aufgestockt | +23,1% | |
| Soroban Capital Partners LP | 1.198.148 | 1.387.672 | -189.524 | 138.709.594 | Reduziert | -13,7% | |
| PRINCIPAL FINANCIAL GROUP INC | 1.195.147 | 1.285.132 | -89.985 | 138.362.311 | Reduziert | -7,0% | |
| CITIGROUP INC | 1.184.357 | 9.460.183 | -8.275.826 | 137.112.974 | Reduziert | -87,5% | |
| CRAWFORD INVESTMENT COUNSEL INC | 1.091.886 | 1.089.902 | 1.984 | 126.407.646 | Aufgestockt | +0,2% | |
| BAHL & GAYNOR INC | 1.031.567 | 1.053.958 | -22.391 | 119.424.484 | Reduziert | -2,1% | |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 981.349 | 981.194 | 155 | 113.610.774 | Aufgestockt | 0,0% | |
| CINCINNATI INSURANCE CO | 978.300 | 978.300 | 0 | 113.257.791 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 150.471.938 | 105.651.253 | +42,4% | 3.970.211.881 | 12,81 |
| STATE STREET CORP | 57.537.819 | 57.460.822 | +0,1% | 2.504.146.952 | 8,08 |
| VANGUARD CAPITAL MANAGEMENT LLC | 21.147.206 | 0 | +100,0% | 2.448.212.038 | 7,90 |
| GEODE CAPITAL MANAGEMENT, LLC | 9.106.652 | 8.838.003 | +3,0% | 1.050.517.619 | 3,39 |
| WELLS FARGO & COMPANY/MN | 22.939.214 | 20.006.021 | +14,7% | 1.008.759.053 | 3,26 |
| BANK OF AMERICA CORP /DE/ | 16.128.050 | 11.865.413 | +35,9% | 932.784.151 | 3,01 |
| DEUTSCHE BANK AG\ | 11.234.540 | 11.182.438 | +0,5% | 693.238.741 | 2,24 |
| AMERIPRISE FINANCIAL INC | 29.682.783 | 19.185.600 | +54,7% | 686.172.601 | 2,21 |
| JPMORGAN CHASE & CO | 15.786.693 | 17.571.764 | -10,2% | 650.043.494 | 2,10 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.441.582 | 5.336.861 | +2,0% | 629.938.008 | 2,03 |
| WELLINGTON MANAGEMENT GROUP LLP | 21.471.384 | 33.927.720 | -36,7% | 579.135.602 | 1,87 |
| MORGAN STANLEY | 21.495.853 | 11.650.576 | +84,5% | 569.803.817 | 1,84 |
| Invesco Ltd. | 8.621.057 | 8.523.069 | +1,1% | 539.927.796 | 1,74 |
| FRANKLIN RESOURCES INC | 4.434.011 | 3.357.608 | +32,1% | 513.325.455 | 1,66 |
| ENVESTNET ASSET MANAGEMENT INC | 3.623.922 | 2.970.392 | +22,0% | 419.541.429 | 1,35 |
| Nuveen, LLC | 3.591.004 | 3.489.665 | +2,9% | 415.730.550 | 1,34 |
| FEDERATED HERMES, INC. | 3.423.763 | 2.207.597 | +55,1% | 396.369.043 | 1,28 |
| NORTHERN TRUST CORP | 3.382.948 | 3.641.145 | -7,1% | 391.643.891 | 1,26 |
| Legal & General Group Plc | 2.627.581 | 2.679.059 | -1,9% | 304.195.054 | 0,98 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.571.015 | 2.563.809 | +0,3% | 297.646.454 | 0,96 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 1.367 | 2.021,5 | 35.992 |
| 31.12.2025 | ✓ | 1.333 | 1.951,2 | 30.439 |
| 30.09.2025 | ✓ | 1.319 | 1.981,7 | 34.053 |
| 30.06.2025 | ✓ | 1.272 | 2.007,0 | 28.818 |
| 31.03.2025 | ✓ | 1.252 | 283,1 | 28.522 |
| 31.12.2024 | ✓ | 1.165 | 275,5 | 25.232 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NS Partners Ltd | 210.995 | 22.251.533 |
| RENAISSANCE TECHNOLOGIES LLC | 209.975 | 22.143.964 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 178.420 | 18.816.000 |
| TUDOR INVESTMENT CORP ET AL | 167.483 | 17.662.757 |
| Ovata Capital Management Ltd | 13.500.000 | 15.291.990 |
| Trexquant Investment LP | 129.983 | 13.708.007 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 129.030 | 13.607.504 |
| Talaria Asset Management Pty Ltd | 126.200 | 13.309.052 |
| Burkehill Global Management, LP | 11.000.000 | 12.460.140 |
| BTG Pactual Asset Management US LLC | 104.975 | 11.070.664 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 172.043.000 | 60.597.737 | +54.4 % | 208.896.424 |
| Aequim Alternative Investments LP | 191.000.000 | 56.000.000 | +41.5 % | 220.697.125 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 58.253.492 | 24.679.881 | +73.5 % | 84.569.849 |
| LAZARD ASSET MANAGEMENT LLC | 101.090.584 | 20.415.462 | +25.3 % | 3.562.667 |
| VICTORY CAPITAL MANAGEMENT INC | 40.284.644 | 19.209.539 | +91.1 % | 115.485.013 |
| Brevan Howard Capital Management LP | 15.025.655 | 15.022.545 | +483040.0 % | 19.690.226 |
| CITIGROUP INC | 9.460.183 | 9.137.982 | +2836.1 % | 44.570.685 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 28.784.000 | 8.836.000 | +44.3 % | 33.756.937 |
| UBS Group AG | 8.046.892 | 6.704.627 | +499.5 % | 186.882.973 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 26.012.859 | 4.750.118 | +22.3 % | 31.367.610 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 41.622.395 | -74.750.850 | -64.2 % | 123.947.848 |
| BlackRock, Inc. | 105.651.253 | -23.838.958 | -18.4 % | 3.553.759.681 |
| Daiwa Securities Group Inc. | 52.414 | -14.997.778 | -99.7 % | 5.528 |
| MORGAN STANLEY | 11.650.576 | -13.914.988 | -54.4 % | 437.708.070 |
| MARSHALL WACE, LLP | 25.644.406 | -7.548.130 | -22.7 % | 97.201.559 |
| CAMDEN ASSET MANAGEMENT L P /CA | 137.234.000 | -5.516.000 | -3.9 % | 155.005.803 |
| MIZUHO SECURITIES USA LLC | 31.023.686 | -4.851.757 | -13.5 % | 37.962.005 |
| Lombard Odier Asset Management (Europe) Ltd | 1.400.000 | -4.448.000 | -76.1 % | 1.635.032 |
| GOLDMAN SACHS GROUP INC | 10.719.718 | -3.713.972 | -25.7 % | 138.611.121 |
| WELLS FARGO & COMPANY/MN | 20.006.021 | -3.663.930 | -15.5 % | 887.635.612 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 7,54 % | 24.576.995 | Neu | |
| 29.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 5,16 % | 16.812.132 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -13,21 pp | |
| 16.10.2024 | STATE STREET CORPORATION | Passiv (13G/A) | 6,80 % | 21.405.382 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 13,21 % | 41.668.081 | -0,13 pp | |
| 29.01.2024 | : STATE STREET CORPORATION | Passiv (13G/A) | 5,66 % | 0 | -0,34 pp | |
| 24.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 9,10 % | 28.785.394 | -0,40 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 13,34 % | 42.077.122 | +1,00 pp | |
| 07.02.2023 | . BlackRock, Inc. | Passiv (13G/A) | 9,50 % | 29.967.088 | -1,00 pp | |
| 07.02.2023 | : STATE STREET CORPORATION | Passiv (13G/A) | 6,00 % | 0 | +0,53 pp | |
| 14.02.2022 | : STATE STREET CORPORATION | Passiv (13G/A) | 5,47 % | 0 | +0,24 pp | |
| 11.02.2022 | MAGELLAN ASSET MANAGEMENT LIMITED dba MFG ASSET MANAGEMENT | Passiv (13G) | 4,81 % | 15.185.727 | -2,33 pp | |
| 09.02.2022 | The Vanguard Group | Passiv (13G/A) | 12,34 % | 38.931.251 | +0,06 pp | |
| 10.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 10,50 % | 33.040.366 | +2,20 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 25.09.2025 | Julie Johnson | – | House | Verkauf | $1,001 – $15,000 |
| 15.05.2025 | Rob Bresnahan | – | House | Verkauf | $1,001 – $15,000 |
| 08.04.2025 | Rob Bresnahan | – | House | Kauf | $1,001 – $15,000 |
| 04.09.2024 | John James | – | House | Verkauf | $1,001 – $15,000 |
| 05.07.2024 | Jared Moskowitz | – | House | Verkauf | $1,001 – $15,000 |
| 05.07.2024 | Jared Moskowitz | – | House | Verkauf | $1,001 – $15,000 |
| 01.07.2024 | Jared Moskowitz | – | House | Verkauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
WEC Energy Group, Inc. bietet über seine Tochterunternehmen regulierte Erdgas- und Stromversorgung sowie erneuerbare und nicht regulierte erneuerbare Energieversorgungsdienste in den Vereinigten Staaten an. Das Unternehmen operiert über sechs Segmente: Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure und Corporate and Other. Es erzeugt und verteilt Strom aus Kohle, Erdgas, Öl, Wasserkraft, Wind, Sonne und Biomasse; bietet Stromübertragungsdienste an; bietet Einzelhandels-Erdgasverteilungsdienste an; transportiert Erdgas; und erzeugt, verteilt und verkauft Dampf. Zum 31. Dezember 2021 betrieb es ungefähr 35.800 Meilen Freileitungsverteilungsleitungen und 35.600 Meilen unterirdische Verteilungskabel, sowie 440 Stromverteilungsunterstationen und 510.500 Leitungstransformatoren; 50.900 Meilen Erdgasverteilungsleitungen; 1.200 Meilen Erdgasübertragungsleitungen; 2,3 Millionen Erdgasseitengasdienste; 500 Erdgasverteilungs- und Übertragungstorstationen; und 68,2 Milliarden Kubikfuß Arbeitsbodenkapazitäten in unterirdischen Erdgasspeicherfeldern. Das Unternehmen war früher als Wisconsin Energy Corporation bekannt und änderte seinen Namen im Juni 2015 zu WEC Energy Group, Inc. WEC Energy Group, Inc. wurde 1981 gegründet und hat seinen Hauptsitz in Milwaukee, Wisconsin.
Unternehmen & Branche
| Name | WEC ENERGY GROUP, INC. |
|---|---|
| Ticker | WEC |
| CIK | 0000783325 |
| Boerse | NYSE |
| Sektor | Utilities |
| Industrie | Regulated Electric |
| SIC | 4931 · Electric & Other Services Combined |
Wertpapier & Kennzahlen
| CUSIP | 92939U106 |
|---|---|
| ISIN | US92939U1060 |
| Typ | Common Stock |
| Marktkapitalisierung | 37,11 Mrd. USD |
| KGV (P/E) | 23,70 |
| Beta | 0,50 |
| Dividendenrendite | 0,03 % |
Bewertung
| KUV (P/S) | 3,79 vs. 3,68 (2021) ▲ |
|---|---|
| EV/EBITDA | 16,0 vs. 16,6 (2021) ▼ |
| FCF-Rendite | 9,1 % vs. -1,1 % (2021) ▲ |
| Buyback-Rendite | 0,0 % vs. 0,1 % (2021) ▼ |
Qualität & Bilanz
| Bruttomarge | 66,7 % vs. 60,2 % (2021) ▲ |
|---|---|
| Operative Marge | 22,9 % vs. 20,6 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 6,0 vs. 5,6 (2021) ▲ |
| Zinsdeckungsgrad | 2,5 vs. 3,6 (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KUV (P/S) | 3,68 | 3,08 | 2,99 | 3,47 | 3,50 | |
| EV/EBITDA | 16,6 | 15,4 | 14,3 | 14,3 | 15,2 | |
| FCF-Rendite | -1,1 % | -2,2 % | 11,4 % | 10,8 % | 9,8 % | |
| Buyback-Rendite | 0,1 % | 0,2 % | 0,1 % | 0,0 % | 0,0 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 60,2 % | 54,6 % | 64,1 % | 69,1 % | 66,7 % | |
| Operative Marge | 20,6 % | 20,0 % | 21,5 % | 25,0 % | 22,9 % | |
| Nettoverschuldung/EBITDA | 5,6 | 5,7 | 5,9 | 5,8 | 6,0 | |
| Zinsdeckungsgrad | 3,6 | 3,7 | 2,6 | 2,6 | 2,5 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 3.434.200.000 | 51.734.000.000 | |||
| 2025-12-31 | 10-K | 9.800.100.000 | 4,81 | 51.518.300.000 | ||
| 2025-09-30 | 10-Q | 2.104.000.000 | 49.808.900.000 | |||
| 2025-06-30 | 10-Q | 2.009.500.000 | 48.524.300.000 | |||
| 2025-03-31 | 10-Q | 3.149.500.000 | 48.232.100.000 | |||
| 2024-12-31 | 10-K | 8.599.900.000 | 4,83 | 47.363.200.000 | ||
| 2024-09-30 | 10-Q | 1.863.500.000 | 45.196.500.000 | |||
| 2024-06-30 | 10-Q | 1.772.000.000 | 44.582.200.000 | |||
| 2024-03-31 | 10-Q | 2.680.200.000 | 43.927.200.000 | |||
| 2023-12-31 | 10-K | 8.893.000.000 | 4,22 | 43.939.700.000 | ||
| 2023-09-30 | 10-Q | 1.957.400.000 | 43.441.700.000 | |||
| 2023-06-30 | 10-Q | 1.830.000.000 | 43.019.300.000 | |||
| 2023-03-31 | 10-Q | 2.888.100.000 | 42.795.900.000 | |||
| 2022-12-31 | 10-K | 9.597.400.000 | 4,45 | 41.872.100.000 | ||
| 2022-09-30 | 10-Q | 2.003.000.000 | 40.761.000.000 | |||
| 2022-06-30 | 10-Q | 2.127.900.000 | 39.607.100.000 | |||
| 2022-03-31 | 10-Q | 2.908.100.000 | 38.974.500.000 | |||
| 2021-12-31 | 10-K | 8.316.000.000 | 4,11 | 38.988.500.000 | ||
| 2021-09-30 | 10-Q | 1.746.500.000 | 38.400.900.000 | |||
| 2021-06-30 | 10-Q | 1.676.200.000 | 37.794.900.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2022 | FY 2021 | FY 2020 | FY 2019 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Public Utility | 9,5 Mrd. | 8,2 Mrd. | 7,2 Mrd. | 7,4 Mrd. | 48,5 % | +15,1% | |
| Wisconsin | 7,0 Mrd. | 6,0 Mrd. | 5,5 Mrd. | 5,6 Mrd. | 35,6 % | +15,3% | |
| Illinois | 1,9 Mrd. | 1,7 Mrd. | 1,3 Mrd. | 1,4 Mrd. | 9,7 % | +13,0% | |
| Other States | 618,5 Mio. | 519,0 Mio. | 384,1 Mio. | 426,0 Mio. | 3,2 % | +19,2% | |
| Non Utility Energy Infrastructure | 590,0 Mio. | 539,5 Mio. | 508,5 Mio. | 495,9 Mio. | 3,0 % | +9,4% | |
| Corporate And Other | 500.000 | 500.000 | 2,2 Mio. | 4,4 Mio. | 0,0 % | 0,0% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | 3,4 Mrd. USD | – |
| Q3 2025 | 30.09.2025 | 31.10.2025 | 2,1 Mrd. USD | – |
| Q2 2025 | 30.06.2025 | 31.10.2025 | 2,0 Mrd. USD | – |
| Q1 2025 | 31.03.2025 | 07.05.2026 | 3,1 Mrd. USD | – |
| Q3 2024 | 30.09.2024 | 31.10.2025 | 1,9 Mrd. USD | – |
| Q2 2024 | 30.06.2024 | 31.10.2025 | 1,8 Mrd. USD | – |
| Q1 2024 | 31.03.2024 | 31.10.2025 | 2,7 Mrd. USD | – |
| Q3 2023 | 30.09.2023 | 01.11.2024 | 2,0 Mrd. USD | – |
| Q2 2023 | 30.06.2023 | 01.11.2024 | 1,8 Mrd. USD | – |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | 31.03.2026 | 37 Tage | SEC » |
| 20.02.2026 | 10-K | 31.12.2025 | 51 Tage | SEC » |
| 31.10.2025 | 10-Q | 30.09.2025 | 31 Tage | SEC » |
| 01.08.2025 | 10-Q | 30.06.2025 | 32 Tage | SEC » |
| 07.05.2025 | 10-Q | 31.03.2025 | 37 Tage | SEC » |
| 21.02.2025 | 10-K | 31.12.2024 | 52 Tage | SEC » |
| 01.11.2024 | 10-Q | 30.09.2024 | 32 Tage | SEC » |
| 31.07.2024 | 10-Q | 30.06.2024 | 31 Tage | SEC » |
| 03.05.2024 | 10-Q | 31.03.2024 | 33 Tage | SEC » |
| 22.02.2024 | 10-K | 31.12.2023 | 53 Tage | SEC » |
| 02.11.2023 | 10-Q | 30.09.2023 | 33 Tage | SEC » |
| 03.08.2023 | 10-Q | 30.06.2023 | 34 Tage | SEC » |
| 04.05.2023 | 10-Q | 31.03.2023 | 34 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 03.11.2022 | 10-Q | 30.09.2022 | 34 Tage | SEC » |
| 04.08.2022 | 10-Q | 30.06.2022 | 35 Tage | SEC » |
| 05.05.2022 | 10-Q | 31.03.2022 | 35 Tage | SEC » |
| 24.02.2022 | 10-K | 31.12.2021 | 55 Tage | SEC » |
| 04.11.2021 | 10-Q | 30.09.2021 | 35 Tage | SEC » |
| 05.08.2021 | 10-Q | 30.06.2021 | 36 Tage | SEC » |
| 06.05.2021 | 10-Q | 31.03.2021 | 36 Tage | SEC » |
| 25.02.2021 | 10-K | 31.12.2020 | 56 Tage | SEC » |
| 06.11.2020 | 10-Q | 30.09.2020 | 37 Tage | SEC » |
| 06.08.2020 | 10-Q | 30.06.2020 | 37 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
HOCH Abgang Schlüsselpersonen (08.05.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 08.05.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ 1 ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT… |
| 05.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ 1 ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT… |
| 12.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ 1 ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT… |
| 17.01.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | disclosure reported in the Original 8-K. ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS… |
| 06.12.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ 1 ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT… |
| 18.10.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ 1 ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT… |
| 13.05.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ 1 ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT… |
| 19.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | d be read in conjunction with the Original 8-K. ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF… |
| 11.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ 1 ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT… |
| 02.12.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 02.12.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 21.10.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 03.06.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 21.01.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 03.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 03.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 25.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 21.10.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 11.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
| 04.12.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | ITEM 5.02 DEPARTURE OF DIRECTORS OR CERTAIN OFFICERS; ELECTION OF DIRECTORS; APPOINTMENT OF CERTAIN OFFICERS… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-14 | 21.356 | 112,20 | 2.396.143 |
| 2026-05-13 | 1.653 | 112,58 | 186.095 |
| 2026-05-07 | 20 | 113,94 | 2.279 |
| 2026-04-15 | 3 | 116,50 | 350 |
| 2026-04-07 | 57 | 116,73 | 6.654 |
| 2026-04-06 | 15 | 117,58 | 1.764 |
| 2026-03-31 | 670 | 115,33 | 77.271 |
| 2026-03-25 | 33 | 113,08 | 3.732 |
| 2026-03-24 | 8.359 | 112,05 | 936.626 |
| 2026-03-23 | 6 | 112,18 | 673 |
| 2026-03-19 | 3.592 | 115,85 | 416.133 |
| 2026-03-16 | 20.852 | 117,35 | 2.446.982 |
| 2026-03-02 | 12 | 116,96 | 1.404 |
| 2026-02-26 | 55.292 | 115,42 | 6.381.803 |
| 2026-02-23 | 426 | 114,34 | 48.709 |
| 2026-02-20 | 31 | 114,22 | 3.541 |
| 2026-02-18 | 6.834 | 115,45 | 788.985 |
| 2026-02-10 | 81 | 111,32 | 9.017 |
| 2026-02-03 | 686 | 109,84 | 75.350 |
| 2026-01-29 | 1.054 | 110,04 | 115.982 |
| 2026-01-28 | 623 | 110,35 | 68.748 |
| 2026-01-26 | 69.803 | 109,10 | 7.615.507 |
| 2026-01-22 | 13.653 | 109,52 | 1.495.277 |
| 2026-01-09 | 57.080 | 105,23 | 6.006.528 |
| 2026-01-07 | 1.585 | 105,95 | 167.931 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.