Filing Research | WEC - WEC Energy Group Inc. Institutional Holdings

Snapshot holdings

50 / 395 loaded

#		Instrument	quantity
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	1.2MSH	$139.1M
2	Rathbones Group PLC	Shares	835.8KSH	$97.6M
3	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	682.6KSH	$79.7M
4	BENJAMIN EDWARDS INC	Shares	517.9KSH	$60.5M
5	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	375.2KSH	$43.8M
6	COUNTRY TRUST BANK	Shares	243.3KSH	$28.4M
7	GATEWAY INVESTMENT ADVISERS LLC	Shares	233.1KSH	$27.2M
8	CIDEL ASSET MANAGEMENT INC	Shares	222.3KSH	$26.0M
9	Thomasville National Bank	Shares	201.1KSH	$23.5M
10	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	193.1KSH	$22.5M
11	Empire Life Investments Inc.	Shares	182.3KSH	$21.3M
12	Boston Trust Walden Corp	Shares	178.3KSH	$20.8M
13	PARK NATIONAL CORP /OH/	Shares	157.3KSH	$18.4M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	154.5KSH	$17.8M
15	HENNESSY ADVISORS INC	Shares	151.1KSH	$17.6M
16	ARGENT CAPITAL MANAGEMENT LLC	Shares	138.1KSH	$16.1M
17	Annex Advisory Services, LLC	Shares	121.4KSH	$14.2M
18	Assenagon Asset Management S.A.	Shares	121.0KSH	$14.1M
19	ROCKLAND TRUST CO	Shares	120.2KSH	$14.0M
20	IFM Investors Pty Ltd	Shares	119.2KSH	$13.9M
21	MATTERN CAPITAL MANAGEMENT, LLC	Shares	103.9KSH	$12.1M
22	DAVENPORT & Co LLC	Shares	96.4KSH	$11.3M
23	Czech National Bank	Shares	92.7KSH	$10.8M
24	THOMAS STORY & SON LLC	Shares	91.9KSH	$10.7M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	90.0KSH	$10.5M
26	Franklin, Parlapiano, Turner & Welch, LLC	Shares	80.1KSH	$9.4M
27	Merit Financial Group, LLC	Shares	78.2KSH	$9.1M
28	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	76.9KSH	$9.0M
29	Mirae Asset Global Investments Co., Ltd.	Shares	71.7KSH	$8.4M
30	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	67.9KSH	$7.9M
31	Alley Investment Management Company, LLC	Shares	65.3KSH	$7.6M
32	ALBION FINANCIAL GROUP /UT	Shares	64.3KSH	$7.5M
33	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	61.2KSH	$7.2M
34	Police & Firemen's Retirement System of New Jersey	Shares	49.3KSH	$5.8M
35	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	Shares	42.0KSH	$4.9M
36	Castellan Group	Shares	41.6KSH	$4.9M
37	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	41.3KSH	$4.8M
38	Hennion & Walsh Asset Management, Inc.	Shares	39.3KSH	$4.6M
39	Somerset Trust Co	Shares	37.8KSH	$4.4M
40	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	36.7KSH	$4.3M
41	Envestnet Portfolio Solutions, Inc.	Shares	36.7KSH	$4.3M
42	D.A. DAVIDSON & CO.	Shares	36.6KSH	$4.3M
43	First American Bank	Shares	35.8KSH	$4.2M
44	Y-Intercept (Hong Kong) Ltd	Shares	32.3KSH	$3.8M
45	LANARK FINANCIAL, INC.	Shares	32.3KSH	$3.8M
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	30.7KSH	$3.6M
47	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	30.7KSH	$3.6M
48	GAMMA Investing LLC	Shares	30.0KSH	$3.5M
49	Global Trust Wealth Management LLC	Shares	29.4KSH	$3.4M
50	Trilogy Capital Inc.	Shares	29.1KSH	$3.4M

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 421 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+115.0K	+$13.4M	$14.1M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+32.3K	+$3.8M	$3.8M
3	PBU - The Pension Fund of Early Childhood & Youth Educators added	Shares	+26.1K	+$3.2M	$22.5M
4	Synergy Asset Management, LLC new	Shares	+24.6K	+$2.9M	$2.9M
5	CAMPBELL CAPITAL MANAGEMENT INC unchanged	Shares	0	+$2.3M	$2.3M
6	Fideuram Asset Management (Ireland) dac added	Shares	+19.9K	+$2.3M	$2.5M
7	IFM Investors Pty Ltd added	Shares	+13.9K	+$1.7M	$13.9M
8	DAVENPORT & Co LLC added	Shares	+12.8K	+$1.6M	$11.3M
9	Annex Advisory Services, LLC added	Shares	+9.6K	+$1.2M	$14.2M
10	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+3.6K	+$1.1M	$79.7M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.4K	+$1.0M	$8.4M
12	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+8.0K	+$1.0M	$10.5M
13	Confluence Wealth Services, Inc. new	Shares	+7.9K	+$928.0K	$928.0K
14	Pacific Excel Wealth Advisors, Inc. new	Shares	+6.9K	+$800.1K	$800.1K
15	Sivia Capital Partners, LLC new	Shares	+6.7K	+$781.0K	$781.0K
16	CIDEL ASSET MANAGEMENT INC added	Shares	+4.5K	+$744.3K	$26.0M
17	PARK NATIONAL CORP /OH/ added	Shares	+4.9K	+$720.3K	$18.4M
18	ROCKLAND TRUST CO added	Shares	+4.2K	+$601.5K	$14.0M
19	Apollon Wealth Management, LLC added	Shares	+4.8K	+$574.8K	$1.8M
20	Czech National Bank added	Shares	+4.1K	+$564.6K	$10.8M
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+4.6K	+$554.4K	$3.2M
22	D.A. DAVIDSON & CO. added	Shares	+4.1K	+$513.3K	$4.3M
23	Blackhawk Capital Partners, LLC added	Shares	+3.9K	+$465.9K	$1.8M
24	Sequoia Financial Advisors, LLC added	Shares	+3.7K	+$445.5K	$1.9M
25	GAMMA Investing LLC added	Shares	+3.5K	+$433.4K	$3.5M
26	Raleigh Capital Management Inc. added	Shares	+3.5K	+$423.6K	$2.3M
27	FULTON BANK, N.A. added	Shares	+3.4K	+$418.7K	$2.8M
28	HENNESSY ADVISORS INC added	Shares	+2.0K	+$382.7K	$17.6M
29	Merit Financial Group, LLC added	Shares	+2.6K	+$380.2K	$9.1M
30	STEPH & CO added	Shares	+3.1K	+$364.0K	$1.2M
31	Castellan Group added	Shares	+2.7K	+$352.6K	$4.9M
32	Hennion & Walsh Asset Management, Inc. added	Shares	+2.5K	+$330.8K	$4.6M
33	Patriot Financial Group Insurance Agency, LLC added	Shares	+2.8K	+$330.8K	$1.1M
34	CAMPBELL NEWMAN ASSET MANAGEMENT INC trimmed	Shares	-594	+$306.4K	$43.8M
35	FOURPATH CAPITAL MANAGEMENT, LLC added	Shares	+2.5K	+$302.5K	$1.2M
36	NWAM LLC new	Shares	+2.5K	+$297.0K	$297.0K
37	BROADWATER CAPITAL MANAGEMENT LLC trimmed	Shares	-50	+$256.6K	$2.7M
38	Monument Capital Management added	Shares	+2.2K	+$254.9K	$650.6K
39	Turning Point Benefit Group, Inc. added	Shares	+2.1K	+$245.1K	$1.1M
40	Everhart Financial Group, Inc. new	Shares	+2.1K	+$243.1K	$243.1K
41	FIRST CITIZENS BANK & TRUST CO new	Shares	+2.0K	+$230.2K	$230.2K
42	Friday Financial new	Shares	+1.9K	+$228.9K	$228.9K
43	Aaron Wealth Advisors LLC added	Shares	+1.8K	+$213.4K	$621.9K
44	Composition Wealth, LLC new	Shares	+1.8K	+$207.3K	$207.3K
45	ALBION FINANCIAL GROUP /UT added	Shares	+1.2K	+$202.5K	$7.5M
46	BAR HARBOR WEALTH MANAGEMENT new	Shares	+1.7K	+$201.1K	$201.1K
47	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+1.4K	+$173.3K	$1.7M
48	RDA Financial Network added	Shares	+1.4K	+$167.3K	$413.4K
49	SAPIENT CAPITAL LLC added	Shares	+1.4K	+$165.1K	$429.6K
50	Curated Wealth Partners LLC new	Shares	+30.6K	+$151.8K	$151.8K

Scroll to load more