Public record / Tickers / WEC

WEC — WEC ENERGY GROUP, INC.

Both disclosure regimes on one name: who in Congress filed about WEC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
31
all PTR rows naming WEC
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Katherine M. Clark · $15.0K–$50.0K

Sale · traded 2015-03-10 → filed 2015-03-16. Ranked over every WEC row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

10 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

5 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 5 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WEC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WEC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Julie Johnson D–TX-32Purchase · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2026-08-05Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-09-23 LATE·316d$1K–$15K
2025-10-07Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 09-25 +12d$1K–$15K
2025-05-31Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +16d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 31 ↗

Members active in WEC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing WEC in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-323−$29.0K to $13.0K4

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-05Julie Johnson CongressPurchase$1K–$15K
2026-08-05Julie Johnson CongressSale$1K–$15K
2026-05-15Soros Fund Management 13Fadd+416,509 sh
2026-05-15Gotham Asset Management 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WEC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.8B1
2STATE STREET CORP$2.5B1
3VANGUARD CAPITAL MANAGEMENT LLC$2.4B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B1
5GEODE CAPITAL MANAGEMENT, LLC$1.1B1
6WELLS FARGO & COMPANY/MN$991M1
7BANK OF AMERICA CORP /DE/$923M1
8DEUTSCHE BANK AG\$687M1
9AMERIPRISE FINANCIAL INC$656M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$630M1
11WELLINGTON MANAGEMENT GROUP LLP$558M1
12MORGAN STANLEY$549M1
13Invesco Ltd.$535M1
14FRANKLIN RESOURCES INC$513M1
15ENVESTNET ASSET MANAGEMENT INC$420M1
16Nuveen, LLC$416M1
17FEDERATED HERMES, INC.$396M1
18NORTHERN TRUST CORP$392M1
19Legal & General Group Plc$304M1
20RAYMOND JAMES FINANCIAL INC$287M1
21Clearbridge Investments, LLC$251M1
22Bank of New York Mellon Corp$233M1
23MAIRS & POWER INC$221M1
24VANGUARD FIDUCIARY TRUST CO$212M1
25Qube Research & Technologies Ltd$210M1
26EARNEST PARTNERS LLC$201M1
27ROYAL BANK OF CANADA$197M1
28UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$181M1
29UBS Group AG$176M1
30BARCLAYS PLC$168M1
31CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$159M1
32FMR LLC$152M1
33DIMENSIONAL FUND ADVISORS LP$149M1
34Magellan Asset Management Ltd$146M1
35CONFLUENCE INVESTMENT MANAGEMENT LLC$143M1
36STIFEL FINANCIAL CORP$143M1
37LPL Financial LLC$139M1
38Soroban Capital Partners LP$139M1
39PRINCIPAL FINANCIAL GROUP INC$138M1
40CITIGROUP INC$137M1
41CRAWFORD INVESTMENT COUNSEL INC$126M1
42BAHL & GAYNOR INC$119M1
43DUFF & PHELPS INVESTMENT MANAGEMENT CO$114M1
44Swiss National Bank$111M1
45Squarepoint Ops LLC$101M1
46Zimmer Partners, LP$96.5M1
47Sumitomo Mitsui Trust Group, Inc.$90.3M1
48Energy Income Partners, LLC$88.6M1
49WESTWOOD HOLDINGS GROUP INC$85.6M1
50SEI INVESTMENTS CO$85.3M1
51Mitsubishi UFJ Asset Management Co., Ltd.$84.9M1
52Vanguard Global Advisers, LLC$82.3M1
53Janus Henderson Group Ltd.$81.1M1
54CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$79.1M1
55CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$78.5M1
56VANGUARD ASSET MANAGEMENT, Ltd$70.7M1
57BENJAMIN EDWARDS INC$67.7M1
58FIRST TRUST ADVISORS LP$67.3M1
59BANK OF MONTREAL /CAN/$67.0M1
60COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$66.9M1
61AQR CAPITAL MANAGEMENT LLC$66.5M1
62MASSACHUSETTS FINANCIAL SERVICES CO /MA/$65.8M1
63Baird Financial Group, Inc.$64.1M1
64HSBC HOLDINGS PLC$61.2M1
65London & Capital Asset Management Ltd$59.5M1
66SOROS FUND MANAGEMENT LLC$59.4M1
67Pictet Asset Management Holding SA$54.9M1
68CANADA PENSION PLAN INVESTMENT BOARD$52.2M1
69DONALDSON CAPITAL MANAGEMENT, LLC$51.2M1
70Amundi$50.0M1
71CITADEL ADVISORS LLC$50.0M1
72VICTORY CAPITAL MANAGEMENT INC$49.7M1
73National Pension Service$49.2M1
74Retirement Systems of Alabama$48.7M1
75VOLORIDGE INVESTMENT MANAGEMENT, LLC$42.0M1
76US BANCORP \DE\$37.6M1
77NS Partners Ltd$37.0M1
78Vanguard Investments Australia, Ltd.$36.7M1
79BALYASNY ASSET MANAGEMENT L.P.$36.5M1
80DEARBORN PARTNERS LLC$36.4M1
81ALLIANCEBERNSTEIN L.P.$35.8M1
821832 Asset Management L.P.$34.2M1
83Talaria Asset Management Pty Ltd$33.7M1
84AMERICAN CENTURY COMPANIES INC$33.2M1
85STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$33.0M1
86NISA INVESTMENT ADVISORS, LLC$31.3M1
87Mitsubishi UFJ Trust & Banking Corp$31.1M1
88COUNTRY TRUST BANK$30.4M1
89MML INVESTORS SERVICES, LLC$30.3M1
90Cetera Investment Advisers$29.8M1
91MACKENZIE FINANCIAL CORP$29.5M1
92Quantinno Capital Management LP$29.5M1
93HighTower Advisors, LLC$29.4M1
94GATEWAY INVESTMENT ADVISERS LLC$27.7M1
95OSAIC HOLDINGS, INC.$27.5M1
96TRUIST FINANCIAL CORP$27.0M1
97Gotham Asset Management, LLC$26.6M1
98Tandem Investment Advisors, Inc.$26.6M1
99BRAUN STACEY ASSOCIATES INC$26.3M1
100Azimuth Capital Investment Management LLC$26.1M1
101MANUFACTURERS LIFE INSURANCE COMPANY, THE$25.7M1
102CIDEL ASSET MANAGEMENT INC$25.2M1
103MACQUARIE GROUP LTD$24.7M1
104CIBC Asset Management Inc$24.5M1
105EVENTIDE ASSET MANAGEMENT, LLC$24.2M1
106ASSETMARK, INC$23.8M1
107AE Wealth Management LLC$23.6M1
108Zurcher Kantonalbank (Zurich Cantonalbank)$22.5M1
109Empire Life Investments Inc.$22.0M1
110Creative Planning$20.7M1
111WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$20.5M1
112STATE OF WISCONSIN INVESTMENT BOARD$20.4M1
113NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$20.2M1
114FIFTH THIRD BANCORP$20.1M1
115DDD Partners, LLC$20.1M1
116South Street Advisors LLC$19.5M1
117Asset Management One Co., Ltd.$19.4M1
118Aberdeen Group plc$19.4M1
119Chevy Chase Trust Holdings, LLC$19.0M1
120Universal- Beteiligungs- und Servicegesellschaft mbH$18.9M1
121NICOLET BANKSHARES INC$18.6M1
122COMMONWEALTH EQUITY SERVICES, LLC$18.5M1
123&PARTNERS$18.3M1
124PRUDENTIAL FINANCIAL INC$18.2M1
125ARGENT CAPITAL MANAGEMENT LLC$18.0M1
126PARK NATIONAL CORP /OH/$17.7M1
127Allspring Global Investments Holdings, LLC$17.6M1
128TD ASSET MANAGEMENT INC$17.5M1
129HENNESSY ADVISORS INC$17.3M1
130NOMURA ASSET MANAGEMENT CO LTD$16.6M1
131APG Asset Management N.V.$16.4M1
132Resona Asset Management Co.,Ltd.$16.2M1
133Verity & Verity, LLC$16.0M1
134Cerity Partners LLC$15.9M1
135GUARDIAN CAPITAL LP$15.9M1
136MILLENNIUM MANAGEMENT LLC$15.6M1
137NEW YORK STATE COMMON RETIREMENT FUND$15.5M1
138OMERS ADMINISTRATION Corp$15.0M1
139Korea Investment CORP$14.9M1
140JANE STREET GROUP, LLC$14.9M1
141RENAISSANCE TECHNOLOGIES LLC$14.8M1
142CIBC Bancorp USA Inc.$13.8M1
143Man Group plc$13.8M1
144ROCKLAND TRUST CO$13.4M1
145Epoch Investment Partners, Inc.$13.1M1
146Corient Private Wealth LLC$13.0M1
147Annex Advisory Services, LLC$12.9M1
148Sanctuary Advisors, LLC$12.9M1
149TORONTO DOMINION BANK$12.9M1
150MATTERN CAPITAL MANAGEMENT, LLC$12.7M1
151Wealthfront Advisers LLC$12.7M1
152Brookstone Capital Management$12.3M1
153BTG Pactual Asset Management US LLC$12.3M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.3M1
155IFM Investors Pty Ltd$12.2M1
156Investment Management Corp of Ontario$11.9M1
157PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$11.9M1
158GUGGENHEIM CAPITAL LLC$11.8M1
159HFR Wealth Management, LLC$11.8M1
160State of New Jersey Common Pension Fund D$11.3M1
161Mariner, LLC$11.3M1
162BAILLIE GIFFORD & CO$11.0M1
163Stratos Wealth Partners, LTD.$10.9M1
164BLB&B Advisors, LLC$10.8M1
165PUBLIC SECTOR PENSION INVESTMENT BOARD$10.7M1
166Hudson Bay Capital Management LP$10.5M1
167NewEdge Advisors, LLC$10.5M1
168OPPENHEIMER ASSET MANAGEMENT INC.$10.3M1
169Czech National Bank$10.3M1
170Arizona State Retirement System$10.2M1
171COMMERCE BANK$10.2M1
172Atria Investments, Inc$10.1M1
173BANK OF NOVA SCOTIA$9.9M1
174STATE OF MICHIGAN RETIREMENT SYSTEM$9.8M1
175DAVENPORT & Co LLC$9.7M1
176PARSONS CAPITAL MANAGEMENT INC/RI$9.4M1
177Schonfeld Strategic Advisors LLC$8.9M1
178Ensign Peak Advisors, Inc$8.8M1
179MetLife Investment Management, LLC$8.8M1
180Merit Financial Group, LLC$8.7M1
181Leeward Investments, LLC - MA$8.7M1
182NATIONAL BANK OF CANADA /FI/$8.4M1
183Verition Fund Management LLC$8.4M1
184Dorsey & Whitney Trust CO LLC$8.3M1
185Alley Investment Management Company, LLC$8.0M1
186VOYA INVESTMENT MANAGEMENT LLC$7.7M1
187Woodline Partners LP$7.4M1
188NICHOLAS COMPANY, INC.$7.3M1
189Mirae Asset Global Investments Co., Ltd.$7.3M1
190ALBION FINANCIAL GROUP /UT$7.3M1
191XTX Topco Ltd$7.3M1
192Walleye Trading LLC$7.3M1
193MORGAN DEMPSEY CAPITAL MANAGEMENT LLC$7.3M1
194Parallax Volatility Advisers, L.P.$7.2M1
195Sumitomo Mitsui DS Asset Management Company, Ltd$7.2M1
196DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7.1M1
197ProShare Advisors LLC$6.9M1
198HEARTLAND ADVISORS INC$6.9M1
199MERCER GLOBAL ADVISORS INC /ADV$6.9M1
200Qsemble Capital Management, LP$6.8M1
201Susquehanna Portfolio Strategies, LLC$6.8M1
202MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$6.8M1
203XPONANCE LLC$6.8M1
204Aquatic Capital Management LLC$6.7M1
205OCCUDO QUANTITATIVE STRATEGIES LP$6.6M1
2061834 INVESTMENT ADVISORS CO$6.5M1
207Daiwa Securities Group Inc.$6.4M1
208SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.2M1
209Utah Retirement Systems$6.1M1
210Orion Porfolio Solutions, LLC$6.1M1
211Sagefield Capital LP$6.1M1
212D. E. Shaw & Co., Inc.$6.0M1
213ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$6.0M1
214Greenland Capital Management LP$5.9M1
215Allworth Financial LP$5.8M1
216American Assets Investment Management, LLC$5.8M1
217Ashton Thomas Private Wealth, LLC$5.7M1
218Rakuten Investment Management, Inc.$5.6M1
219Kingsview Wealth Management, LLC$5.5M1
220FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.4M1
221NEOS Investment Management LLC$5.4M1
222PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$5.4M1
223NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.3M1
224BLAIR WILLIAM & CO/IL$5.3M1
225NEW YORK LIFE INVESTMENT MANAGEMENT LLC$5.2M1
226USS Investment Management Ltd$5.2M1
227BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$5.2M1
228Swiss Life Asset Management Ltd$5.2M1
229WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$5.1M1
230Aventail Capital Group, LP$5.1M1
231MOTCO$5.1M1
232Sterling Capital Management LLC$5.1M1
233Vestmark Advisory Solutions, Inc.$5.1M1
234YOUSIF CAPITAL MANAGEMENT, LLC$5.0M1
235BANTAMAC CAPITAL, LLC$5.0M1
236N.E.W. Advisory Services LLC$4.9M1
237NISSAY ASSET MANAGEMENT CORP /JAPAN$4.9M1
238CI INVESTMENTS INC.$4.9M1
239BRIGHT ROCK CAPITAL MANAGEMENT, LLC$4.9M1
240GLENMEDE TRUST CO NA$4.9M1
241Brevan Howard Capital Management LP$4.8M1
242United Capital Management of KS, Inc.$4.8M1
243Focus Partners Wealth$4.8M1
244ALTA CAPITAL MANAGEMENT LLC/$4.8M1
245Vanguard Personalized Indexing Management, LLC$4.8M1
246SCHRODER INVESTMENT MANAGEMENT GROUP$4.7M1
247KLCM Advisors, Inc.$4.7M1
248INTECH INVESTMENT MANAGEMENT LLC$4.7M1
249Belpointe Asset Management LLC$4.7M1
250Rockefeller Capital Management L.P.$4.6M1
251REGIONS FINANCIAL CORP$4.6M1
252Castellan Group$4.5M1
253Eurizon Capital SGR S.p.A.$4.4M1
254Envestnet Portfolio Solutions, Inc.$4.3M1
255OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.3M1
256Concurrent Investment Advisors, LLC$4.3M1
257Hennion & Walsh Asset Management, Inc.$4.3M1
258Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$4.3M1
259NOMURA HOLDINGS INC$4.2M1
260AXQ CAPITAL, LP$4.2M1
261KESTRA PRIVATE WEALTH SERVICES, LLC$4.2M1
262Steward Partners Investment Advisory, LLC$4.1M1
263PRINCIPAL SECURITIES, INC.$4.1M1
264CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$4.1M1
265MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.0M1
266DIVERSIFIED MANAGEMENT INC$3.9M1
267Kestra Advisory Services, LLC$3.8M1
268D.A. DAVIDSON & CO.$3.8M1
269UniSuper Management Pty Ltd$3.7M1
270Empowered Funds, LLC$3.6M1
271LEVEL FOUR ADVISORY SERVICES, LLC$3.6M1
272Johnson Financial Group, Inc.$3.6M1
273FARMERS & MERCHANTS INVESTMENTS INC$3.6M1
274Pathstone Holdings, LLC$3.5M1
275Journey Advisory Group, LLC$3.5M1
276Aware Super Pty Ltd as trustee of Aware Super$3.5M1
277Global Trust Wealth Management LLC$3.4M1
278World Investment Advisors$3.4M1
279Keebeck Wealth Management$3.3M1
280Trilogy Capital Inc.$3.3M1
281Private Advisor Group, LLC$3.3M1
282FOUNDATIONS INVESTMENT ADVISORS, LLC$3.3M1
283apricus wealth, LLC$3.2M1
284Beacon Pointe Advisors, LLC$3.2M1
285BROWN ADVISORY INC$3.2M1
286KEYBANK NATIONAL ASSOCIATION/OH$3.2M1
287Savant Capital, LLC$3.1M1
288MITCHELL & PAHL PRIVATE WEALTH, LLC$3.1M1
289Prosperity Consulting Group, LLC$3.1M1
290Ascent Group, LLC$3.1M1
291Rafferty Asset Management, LLC$3.0M1
292Lantz Financial LLC$3.0M1
293Oak Thistle LLC$3.0M1
294ASSOCIATED BANC-CORP$3.0M1
295Independent Advisor Alliance$2.9M1
296MARIETTA INVESTMENT PARTNERS LLC$2.9M1
297TD Waterhouse Canada Inc.$2.9M1
298RFG Advisory, LLC$2.8M1
299CWM, LLC$2.7M1
300AlphaCore Capital LLC$2.7M1
301Cresset Asset Management, LLC$2.7M1
302MGO ONE SEVEN LLC$2.7M1
303Penobscot Investment Management Company, Inc.$2.7M1
304QRG CAPITAL MANAGEMENT, INC.$2.6M1
305KIECKHEFER GROUP LLC$2.6M1
306MEYER HANDELMAN CO$2.6M1
307Mesirow Financial Investment Management, Inc.$2.6M1
308WORLDQUANT MILLENNIUM ADVISORS LLC$2.6M1
309BKM Wealth Management, LLC$2.6M1
310J.W. COLE ADVISORS, INC.$2.6M1
311Arax Advisory Partners$2.5M1
312Delta Global Management LP$2.5M1
313Ellenbecker Investment Group$2.5M1
314Norinchukin Bank, The$2.5M1
315Dana Investment Advisors, Inc.$2.5M1
316Stonebridge Financial Group, LLC$2.4M1
317Legato Capital Management LLC$2.4M1
318FLPUTNAM INVESTMENT MANAGEMENT CO$2.4M1
319FULTON BANK, N.A.$2.4M1
320Polymer Capital Management (US) LLC$2.4M1
321HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.4M1
322Jain Global LLC$2.4M1
323GREAT VALLEY ADVISOR GROUP, INC.$2.4M1
324Ameritas Investment Partners, Inc.$2.3M1
325Summit Trail Advisors, LLC$2.3M1
326WEALTH ALLIANCE, LLC$2.3M1
327Apollon Financial, LLC$2.3M1
328Lido Advisors, LLC$2.3M1
329RED CEDAR INVESTMENT MANAGEMENT, LLC$2.3M1
330Siemens Fonds Invest GmbH$2.3M1
331MIZUHO SECURITIES USA LLC$2.3M1
332INCEPTIONR LLC$2.2M1
333NORDEA INVESTMENT MANAGEMENT AB$2.2M1
334PDT Partners, LLC$2.2M1
335Pathway Financial Advisers, LLC$2.2M1
336Clearstead Trust, LLC$2.1M1
337HARTFORD INVESTMENT MANAGEMENT CO$2.1M1
338Nicholson Wealth Management Group, LLC$2.1M1
339Fox Hill Wealth Management$2.1M1
340Caldwell Trust Co$2.1M1
341Drucker Wealth 3.0, LLC$2.1M1
342Equitable Holdings, Inc.$2.0M1
343Rodgers Brothers Inc.$2.0M1
344Security National Bank$2.0M1
345Advisors Asset Management, Inc.$2.0M1
346Ethic Inc.$2.0M1
347Vident Advisory, LLC$2.0M1
348PATTON FUND MANAGEMENT, INC.$2.0M1
349OPPENHEIMER & CO INC$2.0M1
350M&T BANK CORP$2.0M1
351GREENWOOD CAPITAL ASSOCIATES LLC$2.0M1
352Dai-ichi Life Insurance Company, Ltd$1.9M1
353KCM INVESTMENT ADVISORS LLC$1.9M1
354Bleakley Financial Group, LLC$1.9M1
355Inspire Investing, LLC$1.9M1
356Crossmark Global Holdings, Inc.$1.9M1
357Maryland State Retirement & Pension System$1.9M1
358Raleigh Capital Management Inc.$1.9M1
359Alliance Wealth Advisors, LLC /UT$1.9M1
360Marks Group Wealth Management, Inc$1.8M1
361Smith Group Asset Management, LLC$1.8M1
362MOGY JOEL R INVESTMENT COUNSEL INC$1.8M1
363Geneos Wealth Management Inc.$1.8M1
364ROYAL LONDON ASSET MANAGEMENT LTD$1.8M1
365ICW Investment Advisors LLC$1.8M1
366Fortis Group Advisors, LLC$1.8M1
367STEPHENS INC /AR/$1.7M1
368Beverly Hills Private Wealth, LLC$1.7M1
369Aviso Financial Inc.$1.7M1
370LVW Advisors, LLC$1.7M1
371Richard C. Young & CO., LTD.$1.7M1
372Richmond Investment Services, LLC$1.7M1
373Stablepoint Partners, LLC$1.7M1
374HB Wealth Management, LLC$1.6M1
375Drake & Associates, LLC$1.6M1
376Curi Capital, LLC$1.6M1
377CREDIT AGRICOLE S A$1.6M1
378TWO SIGMA INVESTMENTS, LP$1.6M1
379MIDLAND WEALTH ADVISORS, LLC$1.6M1
380UNIVEST FINANCIAL Corp$1.6M1
381Federation des caisses Desjardins du Quebec$1.6M1
382MUFG Securities EMEA plc$1.5M1
383Diversified Enterprises, LLC$1.5M1
384Heritage Family Offices, LLP$1.5M1
385PRECEDENT WEALTH PARTNERS, LLC$1.5M1
386BANQUE PICTET & CIE SA$1.5M1
387Ameritas Advisory Services, LLC$1.5M1
388LANDAAS & CO /WI /ADV$1.5M1
389HM PAYSON & CO$1.5M1
390BNP Paribas Asset Management Holding S.A.$1.5M1
391TWIN CAPITAL MANAGEMENT INC$1.4M1
392CONNING INC.$1.4M1
393Sigma Planning Corp$1.4M1
394Coastal Bridge Advisors, LLC$1.4M1
395Sequoia Financial Advisors, LLC$1.4M1
396Cornell Pochily Investment Advisors, Inc.$1.4M1
397TWIN CITY PRIVATE WEALTH, LLC$1.4M1
398Verdence Capital Advisors LLC$1.4M1
399Saudi Central Bank$1.4M1
400Meiji Yasuda Asset Management Co Ltd.$1.4M1
401Vise Technologies, Inc.$1.4M1
402Prospera Financial Services Inc$1.4M1
403Enhancing Capital LLC$1.4M1
404ALPS ADVISORS INC$1.4M1
405WELCH & FORBES LLC$1.3M1
406Hummer Financial Advisory Services Inc$1.3M1
407CITIZENS FINANCIAL GROUP INC/RI$1.3M1
408McGlone Suttner Wealth Management, Inc.$1.3M1
409Blue Trust, Inc.$1.3M1
410Blackhawk Capital Partners, LLC$1.3M1
411Tower Research Capital LLC (TRC)$1.3M1
412Waverly Advisors, LLC$1.3M1
413Charter Capital Management, LLC\DE$1.3M1
414Summit Financial, LLC$1.3M1
415NewEdge Wealth, LLC$1.3M1
416PROFUND ADVISORS LLC$1.3M1
417Wealthspire Advisors, LLC$1.3M1
418iSAM Funds (UK) Ltd$1.3M1
419Venture Visionary Partners LLC$1.3M1
420PFW Advisors LLC$1.3M1
421AGF MANAGEMENT LTD$1.3M1
422New Age Alpha Advisors, LLC$1.3M1
423Empirical Finance, LLC$1.2M1
424MSH Capital Advisors LLC$1.2M1
425TOUNJIAN ADVISORY PARTNERS, LLC$1.2M1
426Legacy Private Trust Co.$1.2M1
427TOKIO MARINE ASSET MANAGEMENT CO LTD$1.2M1
428NorthRock Partners, LLC$1.2M1
429Tidal Investments LLC$1.2M1
430Quadrature Capital Ltd$1.2M1
431Snowden Capital Advisors LLC$1.2M1
432NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
433WBI INVESTMENTS, LLC$1.2M1
434Apollon Wealth Management, LLC$1.2M1
435MAI Capital Management$1.2M1
436Wilmington Savings Fund Society, FSB$1.2M1
437RIA Advisory Group LLC$1.1M1
438Buckley Wealth Management, LLC$1.1M1
439ABC ARBITRAGE SA$1.1M1
440BIRCH FINANCIAL GROUP, LLC$1.1M1
441American State Bank (Iowa)$1.1M1
442Trueblood Wealth Management, LLC$1.1M1
443North Dakota State Investment Board$1.1M1
444BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.1M1
445Metis Global Partners, LLC$1.1M1
446CHOREO, LLC$1.1M1
447Hendershot Investments Inc.$1.1M1
448Forvis Mazars Wealth Advisors, LLC$1.1M1
449Valmark Advisers, Inc.$1.1M1
450Voya Financial Advisors, Inc.$1.0M1
451Portside Wealth Group, LLC$1.0M1
452MUFG SECURITIES AMERICAS INC.$1.0M1
453Plus Group Wealth Advisors LLC$1.0M1
454NORDEN GROUP LLC$1.0M1
455Portfolio Design Labs, LLC$1.0M1
456IHT Wealth Management, LLC$1.0M1
457JOHNSON INVESTMENT COUNSEL INC$1.0M1
458SECURIAN ASSET MANAGEMENT, INC$1.0M1
459UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.0M1
460SCHMIDT P J INVESTMENT MANAGEMENT INC$1.0M1
461Commerce Advisors, LLC$1.0M1
462Modern Wealth Management, LLC$1.0M1
463CHELSEA COUNSEL CO$1.0M1
464Brooklyn Investment Group$1.0M1
465WNY Asset Management, LLC$1.0M1
466Intrua Financial, LLC$995K1
467Chicago Capital, LLC$991K1
468EP Wealth Advisors, LLC$988K1
469PFG Investments, LLC$983K1
470SIERRA SUMMIT ADVISORS LLC$981K1
471MONTAG A & ASSOCIATES INC$974K1
472OneDigital Investment Advisors LLC$972K1
473WESTPAC BANKING CORP$971K1
474Quantbot Technologies LP$969K1
475Hartford Funds Management Co LLC$966K1
476Carnegie Investment Counsel$961K1
477Private Harbour Investment Management & Counsel, LLC$959K1
478Meeder Advisory Services, Inc.$952K1
479Callan Family Office, LLC$937K1
480FOURPATH CAPITAL MANAGEMENT, LLC$937K1
481LMR Partners LLP$931K1
482FIRST UNITED BANK & TRUST$931K1
483Laird Norton Wetherby Trust Company, LLC$926K1
484GREENLEAF TRUST$926K1
485Altshuler Shaham Ltd$921K1
486Aristotle Atlantic Partners, LLC$919K1
487EXCHANGE TRADED CONCEPTS, LLC$916K1
488Winch Advisory Services, LLC$902K1
489Sound View Wealth Advisors Group, LLC$900K1
490Revisor Wealth Management LLC$896K1
491Triangle Securities Wealth Management$895K1
492Avantax Planning Partners, Inc.$885K1
493Clearstead Advisors, LLC$881K1
494CLIFFORD SWAN INVESTMENT COUNSEL LLC$875K1
495Obermeyer Wealth Partners$869K1
496ROMANO BROTHERS AND COMPANY$868K1
497Gateway Wealth Partners, LLC$858K1
498Integrated Advisors Network LLC$857K1
499Rehmann Capital Advisory Group$852K1
500INVESTMENT HOUSE LLC$845K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WEC

RETAINED WINDOW · ACTIVE HITS
Signal hits naming WEC
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for WEC · financials and macro

Financials — as filed PLANNED

WEC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WEC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing