Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

WEC ENERGY GROUP INC · COM · quarter ended 2026-03-31 · 13 members disclosed WEC ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,083 holders are listed, largest first: 1,083
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $29.1B
holders whose share count rose or who opened the position (new + add), by shares: 555
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 112

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of WEC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$3.8B	33,049,938	+145,685	ADD
2	STATE STREET CORP	$2.5B	21,242,819	+539,997	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$2.4B	21,147,206	—	NO PRIOR
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.9B	16,771,608	—	NO PRIOR
5	GEODE CAPITAL MANAGEMENT, LLC	$1.1B	9,106,652	+268,649	ADD
6	WELLS FARGO & COMPANY/MN	$991M	8,560,214	+273,193	ADD
7	BANK OF AMERICA CORP /DE/	$923M	7,970,050	+538,637	ADD
8	DEUTSCHE BANK AG\	$687M	5,931,540	−193,898	TRIM
9	AMERIPRISE FINANCIAL INC	$656M	5,667,783	+987,183	ADD
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$630M	5,441,582	+104,721	ADD
11	WELLINGTON MANAGEMENT GROUP LLP	$558M	4,822,384	−4,207,336	TRIM
12	MORGAN STANLEY	$549M	4,742,853	+676,277	ADD
13	Invesco Ltd.	$535M	4,621,057	+97,988	ADD
14	FRANKLIN RESOURCES INC	$513M	4,434,011	+1,076,403	ADD
15	ENVESTNET ASSET MANAGEMENT INC	$420M	3,623,922	+653,530	ADD
16	Nuveen, LLC	$416M	3,591,004	+101,339	ADD
17	FEDERATED HERMES, INC.	$396M	3,423,763	+1,216,166	ADD
18	NORTHERN TRUST CORP	$392M	3,382,948	−258,197	TRIM
19	Legal & General Group Plc	$304M	2,627,581	−51,478	TRIM
20	RAYMOND JAMES FINANCIAL INC	$287M	2,479,662	+423,588	ADD
21	Clearbridge Investments, LLC	$251M	2,168,691	−1,067,463	TRIM
22	Bank of New York Mellon Corp	$233M	2,014,394	−3,460	TRIM
23	MAIRS & POWER INC	$221M	1,910,685	+1,911	ADD
24	VANGUARD FIDUCIARY TRUST CO	$212M	1,831,948	—	NO PRIOR
25	Qube Research & Technologies Ltd	$210M	1,811,556	+824,824	ADD
26	EARNEST PARTNERS LLC	$201M	1,733,312	−47,563	TRIM
27	ROYAL BANK OF CANADA	$197M	1,698,720	+20,359	ADD
28	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$181M	1,566,151	+24,191	ADD
29	UBS Group AG	$176M	1,518,310	−183,582	TRIM
30	BARCLAYS PLC	$168M	1,451,007	+853,719	ADD
31	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$159M	1,376,051	+39,957	ADD
32	FMR LLC	$152M	1,314,002	+20,228	ADD
33	DIMENSIONAL FUND ADVISORS LP	$149M	1,286,276	+42,403	ADD
34	Magellan Asset Management Ltd	$146M	1,261,329	−23,784	TRIM
35	CONFLUENCE INVESTMENT MANAGEMENT LLC	$143M	1,237,016	−90,404	TRIM
36	STIFEL FINANCIAL CORP	$143M	1,234,259	+54,529	ADD
37	LPL Financial LLC	$139M	1,198,459	+224,771	ADD
38	Soroban Capital Partners LP	$139M	1,198,148	−189,524	TRIM
39	PRINCIPAL FINANCIAL GROUP INC	$138M	1,195,147	−89,985	TRIM
40	CITIGROUP INC	$137M	1,184,357	+861,174	ADD
41	CRAWFORD INVESTMENT COUNSEL INC	$126M	1,091,886	+1,984	ADD
42	BAHL & GAYNOR INC	$119M	1,031,567	−22,391	TRIM
43	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$114M	981,349	+981,349	NEW
44	Swiss National Bank	$111M	954,687	+72,600	ADD
45	Squarepoint Ops LLC	$101M	869,937	−98,196	TRIM
46	Zimmer Partners, LP	$96.5M	833,814	+833,814	NEW
47	Sumitomo Mitsui Trust Group, Inc.	$90.3M	780,223	−25,028	TRIM
48	Energy Income Partners, LLC	$88.6M	765,610	+22,651	ADD
49	WESTWOOD HOLDINGS GROUP INC	$85.6M	739,190	−26,521	TRIM
50	SEI INVESTMENTS CO	$85.3M	736,978	−5,902	TRIM
51	Mitsubishi UFJ Asset Management Co., Ltd.	$84.9M	732,998	+34,621	ADD
52	Vanguard Global Advisers, LLC	$82.3M	710,644	—	NO PRIOR
53	Janus Henderson Group Ltd.	$81.1M	700,527	+680,148	ADD
54	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$79.1M	683,413	−197,997	TRIM
55	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$78.5M	678,212	−147,170	TRIM
56	VANGUARD ASSET MANAGEMENT, Ltd	$70.7M	611,124	—	NO PRIOR
57	BENJAMIN EDWARDS INC	$67.7M	584,490	−14,657	TRIM
58	FIRST TRUST ADVISORS LP	$67.3M	580,914	−49,846	TRIM
59	BANK OF MONTREAL /CAN/	$67.0M	578,507	+19,583	ADD
60	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$66.9M	577,719	−80,591	TRIM
61	AQR CAPITAL MANAGEMENT LLC	$66.5M	580,948	−60,465	TRIM
62	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$65.8M	568,022	+178,956	ADD
63	Baird Financial Group, Inc.	$64.1M	553,929	+553,929	NEW
64	HSBC HOLDINGS PLC	$61.2M	528,741	−629,259	TRIM
65	London & Capital Asset Management Ltd	$59.5M	513,715	+18,407	ADD
66	SOROS FUND MANAGEMENT LLC	$59.4M	512,754	+416,509	ADD
67	Pictet Asset Management Holding SA	$54.9M	474,625	−7,684	TRIM
68	CANADA PENSION PLAN INVESTMENT BOARD	$52.2M	450,935	−10,110	TRIM
69	DONALDSON CAPITAL MANAGEMENT, LLC	$51.2M	442,053	+4,619	ADD
70	Amundi	$50.0M	431,842	−146,712	TRIM
71	CITADEL ADVISORS LLC	$50.0M	431,598	−126,197	TRIM
72	VICTORY CAPITAL MANAGEMENT INC	$49.7M	429,659	−229,985	TRIM
73	National Pension Service	$49.2M	425,027	+425,027	NEW
74	Retirement Systems of Alabama	$48.7M	420,878	−86	TRIM
75	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$42.0M	362,716	+236,252	ADD
76	US BANCORP \DE\	$37.6M	325,122	−7,778	TRIM
77	NS Partners Ltd	$37.0M	319,515	+108,520	ADD
78	Vanguard Investments Australia, Ltd.	$36.7M	316,597	—	NO PRIOR
79	BALYASNY ASSET MANAGEMENT L.P.	$36.5M	315,290	+83,030	ADD
80	DEARBORN PARTNERS LLC	$36.4M	314,438	−24,620	TRIM
81	ALLIANCEBERNSTEIN L.P.	$35.8M	339,210	−6,240	TRIM
82	1832 Asset Management L.P.	$34.2M	295,643	+27,338	ADD
83	Talaria Asset Management Pty Ltd	$33.7M	291,300	+165,100	ADD
84	AMERICAN CENTURY COMPANIES INC	$33.2M	286,420	−197,748	TRIM
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$33.0M	284,623	0	NO CHANGE
86	NISA INVESTMENT ADVISORS, LLC	$31.3M	270,069	−600	TRIM
87	Mitsubishi UFJ Trust & Banking Corp	$31.1M	268,289	−11,089	TRIM
88	COUNTRY TRUST BANK	$30.4M	262,887	+7,202	ADD
89	MML INVESTORS SERVICES, LLC	$30.3M	262,068	+60	ADD
90	Cetera Investment Advisers	$29.8M	257,158	+27,685	ADD
91	MACKENZIE FINANCIAL CORP	$29.5M	254,992	+210,292	ADD
92	Quantinno Capital Management LP	$29.5M	254,916	+40,432	ADD
93	HighTower Advisors, LLC	$29.4M	254,176	+9,237	ADD
94	GATEWAY INVESTMENT ADVISERS LLC	$27.7M	239,457	−75,172	TRIM
95	OSAIC HOLDINGS, INC.	$27.5M	237,301	−8,218	TRIM
96	TRUIST FINANCIAL CORP	$27.0M	233,331	+45,923	ADD
97	Gotham Asset Management, LLC	$26.6M	229,905	+32,539	ADD
98	Tandem Investment Advisors, Inc.	$26.6M	229,630	+229,630	NEW
99	BRAUN STACEY ASSOCIATES INC	$26.3M	227,286	+693	ADD
100	Azimuth Capital Investment Management LLC	$26.1M	225,562	−510	TRIM
101	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$25.7M	222,162	−20,361	TRIM
102	CIDEL ASSET MANAGEMENT INC	$25.2M	217,803	+14,836	ADD
103	MACQUARIE GROUP LTD	$24.7M	213,330	−4,496	TRIM
104	CIBC Asset Management Inc	$24.5M	212,040	+17,921	ADD
105	EVENTIDE ASSET MANAGEMENT, LLC	$24.2M	209,072	+2,355	ADD
106	ASSETMARK, INC	$23.8M	205,708	+25,640	ADD
107	AE Wealth Management LLC	$23.6M	203,445	+25,437	ADD
108	Zurcher Kantonalbank (Zurich Cantonalbank)	$22.5M	193,992	+51,466	ADD
109	Empire Life Investments Inc.	$22.0M	188,952	−10,025	TRIM
110	Creative Planning	$20.7M	178,508	+32,970	ADD
111	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$20.5M	174,547	−118,624	TRIM
112	STATE OF WISCONSIN INVESTMENT BOARD	$20.4M	175,908	+7,407	ADD
113	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$20.2M	174,420	+174,420	NEW
114	FIFTH THIRD BANCORP	$20.1M	173,765	+96,651	ADD
115	DDD Partners, LLC	$20.1M	173,696	+759	ADD
116	South Street Advisors LLC	$19.5M	168,111	+3,307	ADD
117	Asset Management One Co., Ltd.	$19.4M	167,388	−1,890	TRIM
118	Aberdeen Group plc	$19.4M	167,216	+6,035	ADD
119	Chevy Chase Trust Holdings, LLC	$19.0M	164,379	−2,423	TRIM
120	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.9M	163,638	+5,146	ADD
121	NICOLET BANKSHARES INC	$18.6M	160,578	+160,578	NEW
122	COMMONWEALTH EQUITY SERVICES, LLC	$18.5M	159,726	+14,514	ADD
123	&PARTNERS	$18.3M	157,854	−11,568	TRIM
124	PRUDENTIAL FINANCIAL INC	$18.2M	157,187	−2,322	TRIM
125	ARGENT CAPITAL MANAGEMENT LLC	$18.0M	155,296	+155,296	NEW
126	PARK NATIONAL CORP /OH/	$17.7M	152,486	+17,476	ADD
127	Allspring Global Investments Holdings, LLC	$17.6M	151,575	+7,333	ADD
128	TD ASSET MANAGEMENT INC	$17.5M	151,297	+1,476	ADD
129	HENNESSY ADVISORS INC	$17.3M	149,140	0	NO CHANGE
130	NOMURA ASSET MANAGEMENT CO LTD	$16.6M	143,159	+5,078	ADD
131	APG Asset Management N.V.	$16.4M	163,637	−622	TRIM
132	Resona Asset Management Co.,Ltd.	$16.2M	140,051	+11,611	ADD
133	Verity & Verity, LLC	$16.0M	138,324	+4,822	ADD
134	Cerity Partners LLC	$15.9M	137,436	+84,737	ADD
135	GUARDIAN CAPITAL LP	$15.9M	137,339	+40,321	ADD
136	MILLENNIUM MANAGEMENT LLC	$15.6M	135,050	−59,649	TRIM
137	NEW YORK STATE COMMON RETIREMENT FUND	$15.5M	134,133	+2,500	ADD
138	OMERS ADMINISTRATION Corp	$15.0M	129,835	+3,626	ADD
139	Korea Investment CORP	$14.9M	128,955	−41,117	TRIM
140	JANE STREET GROUP, LLC	$14.9M	128,710	+116,121	ADD
141	RENAISSANCE TECHNOLOGIES LLC	$14.8M	127,775	−82,200	TRIM
142	CIBC Bancorp USA Inc.	$13.8M	119,569	—	NO PRIOR
143	Man Group plc	$13.8M	119,154	−26,818	TRIM
144	ROCKLAND TRUST CO	$13.4M	116,051	+1,544	ADD
145	Epoch Investment Partners, Inc.	$13.1M	113,463	+8,429	ADD
146	Corient Private Wealth LLC	$13.0M	112,886	−402,392	TRIM
147	Annex Advisory Services, LLC	$12.9M	111,840	−2,296	TRIM
148	Sanctuary Advisors, LLC	$12.9M	111,726	+3,938	ADD
149	TORONTO DOMINION BANK	$12.9M	111,371	−11,022	TRIM
150	MATTERN CAPITAL MANAGEMENT, LLC	$12.7M	109,948	+24,812	ADD
151	Wealthfront Advisers LLC	$12.7M	109,525	+7,838	ADD
152	Brookstone Capital Management	$12.3M	106,470	−5,842	TRIM
153	BTG Pactual Asset Management US LLC	$12.3M	106,076	+1,101	ADD
154	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.3M	106,047	−6,267	TRIM
155	IFM Investors Pty Ltd	$12.2M	105,276	+34,458	ADD
156	Investment Management Corp of Ontario	$11.9M	102,832	+81,134	ADD
157	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$11.9M	102,627	−2,843	TRIM
158	GUGGENHEIM CAPITAL LLC	$11.8M	102,037	+15,673	ADD
159	HFR Wealth Management, LLC	$11.8M	101,596	−1,792	TRIM
160	State of New Jersey Common Pension Fund D	$11.3M	97,774	0	NO CHANGE
161	Mariner, LLC	$11.3M	97,477	−58,710	TRIM
162	BAILLIE GIFFORD & CO	$11.0M	95,242	−34,434	TRIM
163	Stratos Wealth Partners, LTD.	$10.9M	93,906	−7,077	TRIM
164	BLB&B Advisors, LLC	$10.8M	93,422	+35,620	ADD
165	PUBLIC SECTOR PENSION INVESTMENT BOARD	$10.7M	92,631	+9,812	ADD
166	Hudson Bay Capital Management LP	$10.5M	90,741	−32,213	TRIM
167	NewEdge Advisors, LLC	$10.5M	90,700	+90,700	NEW
168	OPPENHEIMER ASSET MANAGEMENT INC.	$10.3M	88,960	−224	TRIM
169	Czech National Bank	$10.3M	88,638	+2,863	ADD
170	Arizona State Retirement System	$10.2M	88,443	+133	ADD
171	COMMERCE BANK	$10.2M	87,879	+8,951	ADD
172	Atria Investments, Inc	$10.1M	87,590	+12,313	ADD
173	BANK OF NOVA SCOTIA	$9.9M	85,401	+15,238	ADD
174	STATE OF MICHIGAN RETIREMENT SYSTEM	$9.8M	84,984	−200	TRIM
175	DAVENPORT & Co LLC	$9.7M	83,657	+29,893	ADD
176	PARSONS CAPITAL MANAGEMENT INC/RI	$9.4M	80,962	+71,097	ADD
177	Schonfeld Strategic Advisors LLC	$8.9M	77,081	+37,441	ADD
178	Ensign Peak Advisors, Inc	$8.8M	76,398	−5,995	TRIM
179	MetLife Investment Management, LLC	$8.8M	76,047	−1,935	TRIM
180	Merit Financial Group, LLC	$8.7M	75,574	+8,666	ADD
181	Leeward Investments, LLC - MA	$8.7M	74,867	−2,548	TRIM
182	NATIONAL BANK OF CANADA /FI/	$8.4M	72,778	−76,128	TRIM
183	Verition Fund Management LLC	$8.4M	72,482	+36,644	ADD
184	Dorsey & Whitney Trust CO LLC	$8.3M	71,382	+5,565	ADD
185	Alley Investment Management Company, LLC	$8.0M	68,788	+9,583	ADD
186	VOYA INVESTMENT MANAGEMENT LLC	$7.7M	66,402	−255	TRIM
187	Woodline Partners LP	$7.4M	63,741	+8,303	ADD
188	NICHOLAS COMPANY, INC.	$7.3M	63,380	+12,745	ADD
189	Mirae Asset Global Investments Co., Ltd.	$7.3M	63,299	+10,079	ADD
190	ALBION FINANCIAL GROUP /UT	$7.3M	63,156	−415	TRIM
191	XTX Topco Ltd	$7.3M	63,144	+60,484	ADD
192	Walleye Trading LLC	$7.3M	62,869	+37,224	ADD
193	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$7.3M	62,800	−1,771	TRIM
194	Parallax Volatility Advisers, L.P.	$7.2M	63,824	+63,824	NEW
195	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.2M	61,880	+12,174	ADD
196	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$7.1M	61,292	+38,162	ADD
197	ProShare Advisors LLC	$6.9M	59,674	−13,035	TRIM
198	HEARTLAND ADVISORS INC	$6.9M	59,517	−6,096	TRIM
199	MERCER GLOBAL ADVISORS INC /ADV	$6.9M	59,452	−6,691	TRIM
200	Qsemble Capital Management, LP	$6.8M	59,099	+59,099	NEW
201	Susquehanna Portfolio Strategies, LLC	$6.8M	58,854	+30,902	ADD
202	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.8M	58,488	−66,537	TRIM
203	XPONANCE LLC	$6.8M	58,322	+7,829	ADD
204	Aquatic Capital Management LLC	$6.7M	57,969	+52,600	ADD
205	OCCUDO QUANTITATIVE STRATEGIES LP	$6.6M	56,206	+35,781	ADD
206	1834 INVESTMENT ADVISORS CO	$6.5M	56,394	+163	ADD
207	Daiwa Securities Group Inc.	$6.4M	55,449	+3,035	ADD
208	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.2M	53,123	−161,021	TRIM
209	Utah Retirement Systems	$6.1M	53,098	0	NO CHANGE
210	Orion Porfolio Solutions, LLC	$6.1M	52,800	−4,623	TRIM
211	Sagefield Capital LP	$6.1M	52,332	−21,010	TRIM
212	D. E. Shaw & Co., Inc.	$6.0M	51,700	+8,800	ADD
213	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$6.0M	51,635	+21,385	ADD
214	Greenland Capital Management LP	$5.9M	51,008	+51,008	NEW
215	Allworth Financial LP	$5.8M	50,272	+1,323	ADD
216	American Assets Investment Management, LLC	$5.8M	50,000	0	NO CHANGE
217	Ashton Thomas Private Wealth, LLC	$5.7M	49,440	+1,435	ADD
218	Rakuten Investment Management, Inc.	$5.6M	48,293	+5,646	ADD
219	Kingsview Wealth Management, LLC	$5.5M	47,405	−97	TRIM
220	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$5.4M	47,000	+47,000	NEW
221	NEOS Investment Management LLC	$5.4M	46,523	+1,402	ADD
222	PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	$5.4M	46,247	+46	ADD
223	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.3M	46,031	−2,425	TRIM
224	BLAIR WILLIAM & CO/IL	$5.3M	45,512	+4,050	ADD
225	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$5.2M	45,109	+608	ADD
226	USS Investment Management Ltd	$5.2M	44,999	+4,819	ADD
227	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$5.2M	44,833	−12,184	TRIM
228	Swiss Life Asset Management Ltd	$5.2M	44,832	+6,199	ADD
229	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$5.1M	44,417	−68	TRIM
230	Aventail Capital Group, LP	$5.1M	44,216	+5,160	ADD
231	MOTCO	$5.1M	44,153	−42	TRIM
232	Sterling Capital Management LLC	$5.1M	44,046	+22,697	ADD
233	Vestmark Advisory Solutions, Inc.	$5.1M	43,712	−3,798	TRIM
234	YOUSIF CAPITAL MANAGEMENT, LLC	$5.0M	43,429	−850	TRIM
235	BANTAMAC CAPITAL, LLC	$5.0M	43,000	0	NO CHANGE
236	N.E.W. Advisory Services LLC	$4.9M	42,408	+4,062	ADD
237	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.9M	42,154	+1,030	ADD
238	CI INVESTMENTS INC.	$4.9M	42,033	+1,678	ADD
239	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$4.9M	42,000	0	NO CHANGE
240	GLENMEDE TRUST CO NA	$4.9M	41,940	−1,307	TRIM
241	Brevan Howard Capital Management LP	$4.8M	41,680	+16,025	ADD
242	United Capital Management of KS, Inc.	$4.8M	41,561	−39,513	TRIM
243	Focus Partners Wealth	$4.8M	41,436	−4,687	TRIM
244	ALTA CAPITAL MANAGEMENT LLC/	$4.8M	41,077	+499	ADD
245	Vanguard Personalized Indexing Management, LLC	$4.8M	41,030	+2,879	ADD
246	SCHRODER INVESTMENT MANAGEMENT GROUP	$4.7M	41,165	−1,909	TRIM
247	KLCM Advisors, Inc.	$4.7M	41,007	−1,187	TRIM
248	INTECH INVESTMENT MANAGEMENT LLC	$4.7M	40,704	+18,525	ADD
249	Belpointe Asset Management LLC	$4.7M	40,609	+3,595	ADD
250	Rockefeller Capital Management L.P.	$4.6M	40,024	+4,901	ADD
251	REGIONS FINANCIAL CORP	$4.6M	39,601	−3,533	TRIM
252	Castellan Group	$4.5M	38,939	+3,790	ADD
253	Eurizon Capital SGR S.p.A.	$4.4M	37,741	+37,741	NEW
254	Envestnet Portfolio Solutions, Inc.	$4.3M	37,381	−17,483	TRIM
255	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$4.3M	37,289	+50	ADD
256	Concurrent Investment Advisors, LLC	$4.3M	36,863	+3,217	ADD
257	Hennion & Walsh Asset Management, Inc.	$4.3M	36,795	+2,688	ADD
258	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$4.3M	36,749	+775	ADD
259	NOMURA HOLDINGS INC	$4.2M	36,262	+9,557	ADD
260	AXQ CAPITAL, LP	$4.2M	36,207	+36,207	NEW
261	KESTRA PRIVATE WEALTH SERVICES, LLC	$4.2M	36,196	+112	ADD
262	Steward Partners Investment Advisory, LLC	$4.1M	35,662	−3,443	TRIM
263	PRINCIPAL SECURITIES, INC.	$4.1M	35,373	+3,743	ADD
264	CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT	$4.1M	35,000	0	NO CHANGE
265	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$4.0M	34,611	−311	TRIM
266	DIVERSIFIED MANAGEMENT INC	$3.9M	33,377	+7,885	ADD
267	Kestra Advisory Services, LLC	$3.8M	33,242	−5,445	TRIM
268	D.A. DAVIDSON & CO.	$3.8M	32,467	+6,149	ADD
269	UniSuper Management Pty Ltd	$3.7M	32,086	−1,389	TRIM
270	Empowered Funds, LLC	$3.6M	31,446	+6,439	ADD
271	LEVEL FOUR ADVISORY SERVICES, LLC	$3.6M	31,106	+2,600	ADD
272	Johnson Financial Group, Inc.	$3.6M	30,993	−785	TRIM
273	FARMERS & MERCHANTS INVESTMENTS INC	$3.6M	30,724	+1,206	ADD
274	Pathstone Holdings, LLC	$3.5M	30,390	−207	TRIM
275	Journey Advisory Group, LLC	$3.5M	30,314	−470	TRIM
276	Aware Super Pty Ltd as trustee of Aware Super	$3.5M	29,976	—	NO PRIOR
277	Global Trust Wealth Management LLC	$3.4M	29,428	0	NO CHANGE
278	World Investment Advisors	$3.4M	29,036	+495	ADD
279	Keebeck Wealth Management	$3.3M	28,871	−10,952	TRIM
280	Trilogy Capital Inc.	$3.3M	28,744	−316	TRIM
281	Private Advisor Group, LLC	$3.3M	28,698	+642	ADD
282	FOUNDATIONS INVESTMENT ADVISORS, LLC	$3.3M	28,251	−10,622	TRIM
283	apricus wealth, LLC	$3.2M	28,015	+275	ADD
284	Beacon Pointe Advisors, LLC	$3.2M	27,806	+2,529	ADD
285	BROWN ADVISORY INC	$3.2M	27,558	+1,783	ADD
286	KEYBANK NATIONAL ASSOCIATION/OH	$3.2M	27,296	+3,941	ADD
287	Savant Capital, LLC	$3.1M	27,136	+1,535	ADD
288	MITCHELL & PAHL PRIVATE WEALTH, LLC	$3.1M	27,070	+319	ADD
289	Prosperity Consulting Group, LLC	$3.1M	26,832	−1,314	TRIM
290	Ascent Group, LLC	$3.1M	26,554	−2,219	TRIM
291	Rafferty Asset Management, LLC	$3.0M	26,337	−9,485	TRIM
292	Lantz Financial LLC	$3.0M	26,273	−49	TRIM
293	Oak Thistle LLC	$3.0M	25,931	−24,923	TRIM
294	ASSOCIATED BANC-CORP	$3.0M	25,731	−1,650	TRIM
295	Independent Advisor Alliance	$2.9M	25,280	+206	ADD
296	MARIETTA INVESTMENT PARTNERS LLC	$2.9M	25,089	−434	TRIM
297	TD Waterhouse Canada Inc.	$2.9M	24,840	+23,817	ADD
298	RFG Advisory, LLC	$2.8M	23,940	+844	ADD
299	CWM, LLC	$2.7M	23,624	−3,828	TRIM
300	AlphaCore Capital LLC	$2.7M	23,547	+2,542	ADD
301	Cresset Asset Management, LLC	$2.7M	23,511	+9,876	ADD
302	MGO ONE SEVEN LLC	$2.7M	23,171	+1,406	ADD
303	Penobscot Investment Management Company, Inc.	$2.7M	22,900	−1,020	TRIM
304	QRG CAPITAL MANAGEMENT, INC.	$2.6M	22,821	+2,484	ADD
305	KIECKHEFER GROUP LLC	$2.6M	22,717	−90	TRIM
306	MEYER HANDELMAN CO	$2.6M	22,550	0	NO CHANGE
307	Mesirow Financial Investment Management, Inc.	$2.6M	22,530	+4,868	ADD
308	WORLDQUANT MILLENNIUM ADVISORS LLC	$2.6M	22,214	+5,143	ADD
309	BKM Wealth Management, LLC	$2.6M	22,211	+3,206	ADD
310	J.W. COLE ADVISORS, INC.	$2.6M	22,163	+399	ADD
311	Arax Advisory Partners	$2.5M	21,723	+14,858	ADD
312	Delta Global Management LP	$2.5M	21,705	−1,980	TRIM
313	Ellenbecker Investment Group	$2.5M	21,492	+168	ADD
314	Norinchukin Bank, The	$2.5M	21,492	+147	ADD
315	Dana Investment Advisors, Inc.	$2.5M	21,259	+3,445	ADD
316	Stonebridge Financial Group, LLC	$2.4M	21,086	+517	ADD
317	Legato Capital Management LLC	$2.4M	20,984	+4,502	ADD
318	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.4M	20,783	+94	ADD
319	FULTON BANK, N.A.	$2.4M	20,727	+9,646	ADD
320	Polymer Capital Management (US) LLC	$2.4M	20,539	−5,459	TRIM
321	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$2.4M	20,448	+7,589	ADD
322	Jain Global LLC	$2.4M	20,442	+20,442	NEW
323	GREAT VALLEY ADVISOR GROUP, INC.	$2.4M	20,405	+626	ADD
324	Ameritas Investment Partners, Inc.	$2.3M	20,236	+875	ADD
325	Summit Trail Advisors, LLC	$2.3M	20,161	+6,169	ADD
326	WEALTH ALLIANCE, LLC	$2.3M	20,043	+5,554	ADD
327	Apollon Financial, LLC	$2.3M	19,951	−458	TRIM
328	Lido Advisors, LLC	$2.3M	19,946	−1,048	TRIM
329	RED CEDAR INVESTMENT MANAGEMENT, LLC	$2.3M	19,946	−99	TRIM
330	Siemens Fonds Invest GmbH	$2.3M	19,740	+62	ADD
331	MIZUHO SECURITIES USA LLC	$2.3M	19,676	−4,010	TRIM
332	INCEPTIONR LLC	$2.2M	19,331	+19,331	NEW
333	NORDEA INVESTMENT MANAGEMENT AB	$2.2M	19,440	+31	ADD
334	PDT Partners, LLC	$2.2M	19,200	+19,200	NEW
335	Pathway Financial Advisers, LLC	$2.2M	19,122	+19,122	NEW
336	Clearstead Trust, LLC	$2.1M	18,510	+296	ADD
337	HARTFORD INVESTMENT MANAGEMENT CO	$2.1M	18,456	−347	TRIM
338	Nicholson Wealth Management Group, LLC	$2.1M	18,414	+663	ADD
339	Fox Hill Wealth Management	$2.1M	18,212	+190	ADD
340	Caldwell Trust Co	$2.1M	17,985	−101	TRIM
341	Drucker Wealth 3.0, LLC	$2.1M	17,879	−5	TRIM
342	Equitable Holdings, Inc.	$2.0M	18,345	+9,827	ADD
343	Rodgers Brothers Inc.	$2.0M	17,374	0	NO CHANGE
344	Security National Bank	$2.0M	17,261	+234	ADD
345	Advisors Asset Management, Inc.	$2.0M	17,208	+1,277	ADD
346	Ethic Inc.	$2.0M	17,199	−65	TRIM
347	Vident Advisory, LLC	$2.0M	17,135	−9,308	TRIM
348	PATTON FUND MANAGEMENT, INC.	$2.0M	17,032	−27,780	TRIM
349	OPPENHEIMER & CO INC	$2.0M	17,012	+2,267	ADD
350	M&T BANK CORP	$2.0M	16,999	+31	ADD
351	GREENWOOD CAPITAL ASSOCIATES LLC	$2.0M	16,872	+16,872	NEW
352	Dai-ichi Life Insurance Company, Ltd	$1.9M	16,753	−988	TRIM
353	KCM INVESTMENT ADVISORS LLC	$1.9M	16,743	−786	TRIM
354	Bleakley Financial Group, LLC	$1.9M	16,695	+3,776	ADD
355	Inspire Investing, LLC	$1.9M	16,457	+13,349	ADD
356	Crossmark Global Holdings, Inc.	$1.9M	16,276	—	NO PRIOR
357	Maryland State Retirement & Pension System	$1.9M	16,251	0	NO CHANGE
358	Raleigh Capital Management Inc.	$1.9M	16,245	+8,854	ADD
359	Alliance Wealth Advisors, LLC /UT	$1.9M	16,223	−8,190	TRIM
360	Marks Group Wealth Management, Inc	$1.8M	15,884	+597	ADD
361	Smith Group Asset Management, LLC	$1.8M	15,740	0	NO CHANGE
362	MOGY JOEL R INVESTMENT COUNSEL INC	$1.8M	15,708	0	NO CHANGE
363	Geneos Wealth Management Inc.	$1.8M	15,664	−511	TRIM
364	ROYAL LONDON ASSET MANAGEMENT LTD	$1.8M	15,609	0	NO CHANGE
365	ICW Investment Advisors LLC	$1.8M	15,286	+678	ADD
366	Fortis Group Advisors, LLC	$1.8M	14,948	+14,948	NEW
367	STEPHENS INC /AR/	$1.7M	14,986	+9,132	ADD
368	Beverly Hills Private Wealth, LLC	$1.7M	14,854	−539	TRIM
369	Aviso Financial Inc.	$1.7M	14,725	+636	ADD
370	LVW Advisors, LLC	$1.7M	14,601	−1,990	TRIM
371	Richard C. Young & CO., LTD.	$1.7M	14,467	+70	ADD
372	Richmond Investment Services, LLC	$1.7M	14,303	+1,036	ADD
373	Stablepoint Partners, LLC	$1.7M	14,279	+721	ADD
374	HB Wealth Management, LLC	$1.6M	14,236	+1,660	ADD
375	Drake & Associates, LLC	$1.6M	14,231	+4,017	ADD
376	Curi Capital, LLC	$1.6M	14,091	−721	TRIM
377	CREDIT AGRICOLE S A	$1.6M	14,001	−66,088	TRIM
378	TWO SIGMA INVESTMENTS, LP	$1.6M	13,869	+13,869	NEW
379	MIDLAND WEALTH ADVISORS, LLC	$1.6M	13,703	+269	ADD
380	UNIVEST FINANCIAL Corp	$1.6M	13,559	+2,108	ADD
381	Federation des caisses Desjardins du Quebec	$1.6M	13,400	+3,277	ADD
382	MUFG Securities EMEA plc	$1.5M	13,336	0	NO CHANGE
383	Diversified Enterprises, LLC	$1.5M	13,216	+9,832	ADD
384	Heritage Family Offices, LLP	$1.5M	13,153	−6,666	TRIM
385	PRECEDENT WEALTH PARTNERS, LLC	$1.5M	12,963	+1,349	ADD
386	BANQUE PICTET & CIE SA	$1.5M	12,897	+12,897	NEW
387	Ameritas Advisory Services, LLC	$1.5M	12,827	−1,124	TRIM
388	LANDAAS & CO /WI /ADV	$1.5M	12,809	+1	ADD
389	HM PAYSON & CO	$1.5M	12,784	+977	ADD
390	BNP Paribas Asset Management Holding S.A.	$1.5M	12,673	+179	ADD
391	TWIN CAPITAL MANAGEMENT INC	$1.4M	12,387	−212	TRIM
392	CONNING INC.	$1.4M	12,372	−251	TRIM
393	Sigma Planning Corp	$1.4M	12,372	+34	ADD
394	Coastal Bridge Advisors, LLC	$1.4M	12,269	+1,018	ADD
395	Sequoia Financial Advisors, LLC	$1.4M	12,222	+1,302	ADD
396	Cornell Pochily Investment Advisors, Inc.	$1.4M	12,146	+72	ADD
397	TWIN CITY PRIVATE WEALTH, LLC	$1.4M	12,128	−598	TRIM
398	Verdence Capital Advisors LLC	$1.4M	12,072	+6,186	ADD
399	Saudi Central Bank	$1.4M	12,007	+12,007	NEW
400	Meiji Yasuda Asset Management Co Ltd.	$1.4M	11,944	+398	ADD
401	Vise Technologies, Inc.	$1.4M	13,041	0	NO CHANGE
402	Prospera Financial Services Inc	$1.4M	11,718	+356	ADD
403	Enhancing Capital LLC	$1.4M	11,706	0	NO CHANGE
404	ALPS ADVISORS INC	$1.4M	11,701	+686	ADD
405	WELCH & FORBES LLC	$1.3M	11,648	−80	TRIM
406	Hummer Financial Advisory Services Inc	$1.3M	11,622	0	NO CHANGE
407	CITIZENS FINANCIAL GROUP INC/RI	$1.3M	11,601	+399	ADD
408	McGlone Suttner Wealth Management, Inc.	$1.3M	11,430	+36	ADD
409	Blue Trust, Inc.	$1.3M	11,351	−4,776	TRIM
410	Blackhawk Capital Partners, LLC	$1.3M	11,332	+1,602	ADD
411	Tower Research Capital LLC (TRC)	$1.3M	11,194	+5,623	ADD
412	Waverly Advisors, LLC	$1.3M	11,190	+552	ADD
413	Charter Capital Management, LLC\DE	$1.3M	11,187	+2,144	ADD
414	Summit Financial, LLC	$1.3M	11,119	+398	ADD
415	NewEdge Wealth, LLC	$1.3M	11,117	−1,356	TRIM
416	PROFUND ADVISORS LLC	$1.3M	11,104	−5,044	TRIM
417	Wealthspire Advisors, LLC	$1.3M	11,011	−610	TRIM
418	iSAM Funds (UK) Ltd	$1.3M	11,003	−30,832	TRIM
419	Venture Visionary Partners LLC	$1.3M	10,887	+31	ADD
420	PFW Advisors LLC	$1.3M	10,856	−14	TRIM
421	AGF MANAGEMENT LTD	$1.3M	10,852	−512	TRIM
422	New Age Alpha Advisors, LLC	$1.3M	10,838	+8,161	ADD
423	Empirical Finance, LLC	$1.2M	10,758	−9	TRIM
424	MSH Capital Advisors LLC	$1.2M	10,756	+59	ADD
425	TOUNJIAN ADVISORY PARTNERS, LLC	$1.2M	10,694	−112	TRIM
426	Legacy Private Trust Co.	$1.2M	10,684	0	NO CHANGE
427	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	10,658	0	NO CHANGE
428	NorthRock Partners, LLC	$1.2M	10,545	−272	TRIM
429	Tidal Investments LLC	$1.2M	10,473	+3,019	ADD
430	Quadrature Capital Ltd	$1.2M	10,464	+10,464	NEW
431	Snowden Capital Advisors LLC	$1.2M	10,438	+2,084	ADD
432	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.2M	10,413	+20	ADD
433	WBI INVESTMENTS, LLC	$1.2M	10,234	+10,234	NEW
434	Apollon Wealth Management, LLC	$1.2M	10,211	+215	ADD
435	MAI Capital Management	$1.2M	10,162	+1,614	ADD
436	Wilmington Savings Fund Society, FSB	$1.2M	9,940	0	NO CHANGE
437	RIA Advisory Group LLC	$1.1M	9,915	+9,915	NEW
438	Buckley Wealth Management, LLC	$1.1M	9,899	+998	ADD
439	ABC ARBITRAGE SA	$1.1M	9,846	+9,846	NEW
440	BIRCH FINANCIAL GROUP, LLC	$1.1M	9,621	+82	ADD
441	American State Bank (Iowa)	$1.1M	9,584	—	NO PRIOR
442	Trueblood Wealth Management, LLC	$1.1M	9,571	−54	TRIM
443	North Dakota State Investment Board	$1.1M	9,411	−1,540	TRIM
444	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.1M	9,305	+59	ADD
445	Metis Global Partners, LLC	$1.1M	9,277	−24,584	TRIM
446	CHOREO, LLC	$1.1M	9,242	−662	TRIM
447	Hendershot Investments Inc.	$1.1M	9,218	0	NO CHANGE
448	Forvis Mazars Wealth Advisors, LLC	$1.1M	9,113	−352	TRIM
449	Valmark Advisers, Inc.	$1.1M	9,089	−14	TRIM
450	Voya Financial Advisors, Inc.	$1.0M	9,151	+357	ADD
451	Portside Wealth Group, LLC	$1.0M	9,023	−850	TRIM
452	MUFG SECURITIES AMERICAS INC.	$1.0M	9,006	+242	ADD
453	Plus Group Wealth Advisors LLC	$1.0M	8,963	+21	ADD
454	NORDEN GROUP LLC	$1.0M	8,920	−822	TRIM
455	Portfolio Design Labs, LLC	$1.0M	8,916	−4,639	TRIM
456	IHT Wealth Management, LLC	$1.0M	8,863	+474	ADD
457	JOHNSON INVESTMENT COUNSEL INC	$1.0M	8,862	−1,117	TRIM
458	SECURIAN ASSET MANAGEMENT, INC	$1.0M	8,823	0	NO CHANGE
459	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.0M	8,782	+8,782	NEW
460	SCHMIDT P J INVESTMENT MANAGEMENT INC	$1.0M	8,748	0	NO CHANGE
461	Commerce Advisors, LLC	$1.0M	8,710	—	NO PRIOR
462	Modern Wealth Management, LLC	$1.0M	8,646	+606	ADD
463	CHELSEA COUNSEL CO	$1.0M	8,672	0	NO CHANGE
464	Brooklyn Investment Group	$1.0M	8,656	+2,939	ADD
465	WNY Asset Management, LLC	$1.0M	8,649	—	NO PRIOR
466	Intrua Financial, LLC	$995K	8,592	+307	ADD
467	Chicago Capital, LLC	$991K	8,564	−2,371	TRIM
468	EP Wealth Advisors, LLC	$988K	8,538	+1,373	ADD
469	PFG Investments, LLC	$983K	8,490	+300	ADD
470	SIERRA SUMMIT ADVISORS LLC	$981K	8,476	+501	ADD
471	MONTAG A & ASSOCIATES INC	$974K	8,414	0	NO CHANGE
472	OneDigital Investment Advisors LLC	$972K	8,397	+580	ADD
473	WESTPAC BANKING CORP	$971K	8,384	+8,384	NEW
474	Quantbot Technologies LP	$969K	8,367	−19,660	TRIM
475	Hartford Funds Management Co LLC	$966K	8,346	+1,623	ADD
476	Carnegie Investment Counsel	$961K	8,301	+331	ADD
477	Private Harbour Investment Management & Counsel, LLC	$959K	8,280	−110	TRIM
478	Meeder Advisory Services, Inc.	$952K	8,227	−1,259	TRIM
479	Callan Family Office, LLC	$937K	8,097	−493	TRIM
480	FOURPATH CAPITAL MANAGEMENT, LLC	$937K	8,094	+3,958	ADD
481	LMR Partners LLP	$931K	8,046	+2,928	ADD
482	FIRST UNITED BANK & TRUST	$931K	8,045	+340	ADD
483	Laird Norton Wetherby Trust Company, LLC	$926K	7,999	−51	TRIM
484	GREENLEAF TRUST	$926K	7,998	+646	ADD
485	Altshuler Shaham Ltd	$921K	7,953	+960	ADD
486	Aristotle Atlantic Partners, LLC	$919K	7,941	0	NO CHANGE
487	EXCHANGE TRADED CONCEPTS, LLC	$916K	7,910	−319	TRIM
488	Winch Advisory Services, LLC	$902K	7,791	+45	ADD
489	Sound View Wealth Advisors Group, LLC	$900K	7,777	−231	TRIM
490	Revisor Wealth Management LLC	$896K	7,739	+67	ADD
491	Triangle Securities Wealth Management	$895K	7,734	−1	TRIM
492	Avantax Planning Partners, Inc.	$885K	7,644	+28	ADD
493	Clearstead Advisors, LLC	$881K	7,613	−1,007	TRIM
494	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$875K	7,554	0	NO CHANGE
495	Obermeyer Wealth Partners	$869K	7,504	−675	TRIM
496	ROMANO BROTHERS AND COMPANY	$868K	7,499	−50	TRIM
497	Gateway Wealth Partners, LLC	$858K	7,411	+4,411	ADD
498	Integrated Advisors Network LLC	$857K	7,400	+235	ADD
499	Rehmann Capital Advisory Group	$852K	7,363	+1,095	ADD
500	INVESTMENT HOUSE LLC	$845K	7,300	0	NO CHANGE

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · WEC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Soros Fund Management, Gotham Asset Management $86.0M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WEC ENERGY GROUP INC

Merged timeline of congressional filings and notable-manager moves on WEC
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	BUY	$1K–$15K
2026-08-05	Julie Johnson Congress	SELL	$1K–$15K
2026-05-15	Soros Fund Management 13F	ADD	+416,509 sh
2026-05-15	Gotham Asset Management 13F	ADD	+32,539 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed WEC — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).