Who holds WECticker 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 ↗

1,083

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$29.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

555

addsholders whose share count rose or who opened the position (new + add), by shares

112

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$1K–$15K
2026-08-05	Julie Johnson Congress	Sale	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

13 members of Congress disclosed WEC — the congressional view ↗