Titelia

Fund shareholders of WEC Energy Group Inc

ISIN US92939U1060 · United States · LEI 549300IGLYTZUK3PVP70

Fund shareholders
684
Of which ETFs
216 468 other funds
Value held
13.4B $ 573M SEK · 1.4M €
Share of capital
35.5 % of 325.8M shares on Jun 30, 2026

684 funds hold this company. This table lists the 683 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 10,343,9031.2B $0.06 %3.17 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 8,271,745957.6M $0.07 %2.54 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 7,029,872813.8M $0.41 %2.16 %as of Mar 31, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 5,583,545646.4M $2.65 %1.71 %as of Mar 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 4,186,113484.6M $0.07 %1.28 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 4,139,807484.2M $0.06 %1.27 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 3,011,428348.6M $0.15 %0.92 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 2,900,638335.8M $1.62 %0.89 %as of Mar 31, 2026 ↗
Franklin Rising Dividends Fund Franklin Managed Trust 2,705,000313.2M $1.21 %0.83 %as of Mar 31, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 2,350,595274.9M $0.58 %0.72 %as of Feb 28, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,221,360262M $1.15 %0.68 %as of Apr 30, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 2,190,583256.2M $2.32 %0.67 %as of Feb 28, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 2,116,146245M $0.71 %0.65 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,834,823212.4M $0.07 %0.56 %as of Mar 31, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 1,769,472208.7M $0.91 %0.54 %as of Apr 30, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 1,704,050201M $2.11 %0.52 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,488,645175.6M $0.20 %0.46 %as of Apr 30, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 1,487,309172.2M $1.59 %0.46 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 1,283,663148.6M $0.12 %0.39 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,283,096151.3M $0.16 %0.39 %as of Apr 30, 2026 ↗
VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND 1,263,180146.2M $0.31 %0.39 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,244,878144.1M $0.30 %0.38 %as of Mar 31, 2026 ↗
Mairs & Power Growth Fund Trust for Professional Managers 1,213,686140.5M $2.80 %0.37 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,206,100142.2M $0.28 %0.37 %as of Apr 30, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 1,100,000127.3M $1.64 %0.34 %as of Mar 31, 2026 ↗
Nuveen Dividend Growth Fund Nuveen Investment Trust II 1,087,301128.2M $1.97 %0.33 %as of Apr 30, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 915,598107.1M $1.29 %0.28 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 912,316107.6M $0.27 %0.28 %as of Apr 30, 2026 ↗
iShares Global Infrastructure ETF iShares Trust 855,55099M $0.98 %0.26 %as of Mar 31, 2026 ↗
HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC 805,90895M $0.83 %0.25 %as of Apr 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 748,50886.7M $0.28 %0.23 %as of Mar 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 747,81486.6M $0.12 %0.23 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 722,36585.2M $0.06 %0.22 %as of Apr 30, 2026 ↗
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 701,61482.7M $0.33 %0.22 %as of Apr 30, 2026 ↗
Equity Income Fund Principal Funds, Inc 699,12682.5M $1.01 %0.21 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 684,32579.2M $0.07 %0.21 %as of Mar 31, 2026 ↗
iShares Core High Dividend ETF iShares Trust 673,69779.5M $0.59 %0.21 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 607,79471.1M $0.06 %0.19 %as of Feb 28, 2026 ↗
NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 579,90968.4M $4.00 %0.18 %as of Apr 30, 2026 ↗
Carillon Scout Mid Cap Fund Carillon Series Trust 576,89766.8M $1.78 %0.18 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 561,56565M $0.14 %0.17 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 538,98262.4M $1.12 %0.17 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 528,63862.3M $0.30 %0.16 %as of Apr 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 509,151561.5M SEK0.04 %0.16 %as of Mar 31, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 499,45158.9M $1.45 %0.15 %as of Apr 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 498,39558.8M $2.39 %0.15 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 491,33956.9M $0.63 %0.15 %as of Mar 31, 2026 ↗
ClearBridge Appreciation Fund Legg Mason Partners Investment Trust 485,21457.2M $0.59 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 480,71256.2M $0.06 %0.15 %as of Feb 28, 2026 ↗
ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust 470,54755.5M $2.34 %0.14 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 469,25454.3M $0.38 %0.14 %as of Mar 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 462,60053.6M $3.02 %0.14 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 425,10849.2M $0.18 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 399,40046.2M $0.06 %0.12 %as of Mar 31, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 391,05746.1M $2.90 %0.12 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 382,53244.3M $0.14 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 382,17344.2M $0.07 %0.12 %as of Mar 31, 2026 ↗
Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND 379,66144M $0.58 %0.12 %as of Mar 31, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 365,63843.1M $1.53 %0.11 %as of Apr 30, 2026 ↗
Fidelity Equity-Income Fund Fidelity Devonshire Trust 346,29840.8M $0.36 %0.11 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 335,91139.3M $0.06 %0.10 %as of Feb 28, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 325,39537.7M $1.02 %0.10 %as of Mar 31, 2026 ↗
THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC 315,77737.2M $0.33 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 315,70037.2M $2.30 %0.10 %as of Apr 30, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 307,95136M $0.27 %0.09 %as of Feb 28, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 302,58435M $0.43 %0.09 %as of Mar 31, 2026 ↗
Infrastructure Fund John Hancock Investment Trust 293,76234.6M $2.81 %0.09 %as of Apr 30, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 293,39034M $0.07 %0.09 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 276,55032M $0.51 %0.08 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 274,19731.7M $0.13 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 265,72931.3M $0.05 %0.08 %as of Apr 30, 2026 ↗
Bahl & Gaynor Income Growth ETF ETF Series Solutions 256,76729.7M $1.46 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 247,05729.1M $0.03 %0.08 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 232,06826.9M $0.06 %0.07 %as of Mar 31, 2026 ↗
Gateway Fund Gateway Trust 231,30926.8M $0.39 %0.07 %as of Mar 31, 2026 ↗
VIP Equity-Income Portfolio Variable Insurance Products Fund 229,02526.5M $0.39 %0.07 %as of Mar 31, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 228,86026.8M $0.75 %0.07 %as of Feb 28, 2026 ↗
HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC 213,66524.7M $0.89 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 206,52123.9M $0.09 %0.06 %as of Mar 31, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 204,50223.7M $0.54 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 202,81123.5M $0.07 %0.06 %as of Mar 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 195,26322.6M $0.06 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 191,61122.6M $0.05 %0.06 %as of Apr 30, 2026 ↗
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 190,63722.5M $0.30 %0.06 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 189,36322.1M $0.12 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 188,92422.1M $0.06 %0.06 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 187,26322.1M $0.05 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 183,44621.2M $0.04 %0.06 %as of Mar 31, 2026 ↗
Federated Hermes U.S. Strategic Dividend ETF Federated Hermes ETF Trust 183,11921.6M $2.88 %0.06 %as of Apr 30, 2026 ↗
Schwab Core Equity Fund SCHWAB CAPITAL TRUST 173,42020.5M $1.34 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 171,60920.1M $0.13 %0.05 %as of Feb 28, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 170,16119.7M $2.30 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 169,01319.9M $0.06 %0.05 %as of Apr 30, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 168,75519.5M $1.12 %0.05 %as of Mar 31, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 167,37619.4M $1.55 %0.05 %as of Mar 31, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 164,93419.3M $0.64 %0.05 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 164,49619.4M $3.31 %0.05 %as of Apr 30, 2026 ↗
Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. 159,90018.7M $2.38 %0.05 %as of Feb 28, 2026 ↗
Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust 159,49218.5M $1.23 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 157,42718.2M $0.06 %0.05 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
NYLIM VP CBRE Global Infrastructure Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 4.10 %as of Mar 31, 2026 ↗
NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 4.00 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 3.85 %as of Apr 30, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 3.78 %as of Mar 31, 2026 ↗
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 3.64 %as of Mar 31, 2026 ↗
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 3.42 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 3.31 %as of Apr 30, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 3.28 %as of Feb 28, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 3.19 %as of Apr 30, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 3.02 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2675+6115,077,593+0.6 %
2026Q1669-1114,422,632+3.9 %
2025Q4670-8110,106,436-2.5 %
2025Q3678+7112,948,456+0.2 %
2025Q2671+43112,754,368-1.9 %
2025Q1628-2114,962,682+4.3 %
2024Q4630+5110,224,583+4.9 %
2024Q3625+8105,108,686-1.0 %
2024Q2617+5106,206,055+7.5 %
2024Q1612-2498,814,017-8.9 %
2023Q4636108,469,931

Institutional managers

1,356 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.33,049,9383.8B $as of Mar 31, 2026
STATE STREET CORP21,242,8192.5B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC9,106,6521.1B $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN8,560,214991M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/7,970,050922.7M $as of Mar 31, 2026
DEUTSCHE BANK AG\5,931,540686.7M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC5,667,783656.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO5,526,693637.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,441,582629.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP4,822,384558.3M $as of Mar 31, 2026
MORGAN STANLEY4,742,853549.1M $as of Mar 31, 2026
Invesco Ltd.4,621,057535M $as of Mar 31, 2026
FRANKLIN RESOURCES INC4,434,011513.3M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC3,623,922419.5M $as of Mar 31, 2026
Nuveen, LLC3,591,004415.7M $as of Mar 31, 2026
FEDERATED HERMES, INC.3,423,763396.4M $as of Mar 31, 2026
NORTHERN TRUST CORP3,382,948391.6M $as of Mar 31, 2026
Legal & General Group Plc2,627,581304.2M $as of Mar 31, 2026
PNC FINANCIAL SERVICES GROUP, INC.2,571,015297.6M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC2,479,662287.1M $as of Mar 31, 2026
Clearbridge Investments, LLC2,168,691251.1M $as of Mar 31, 2026
Bank of New York Mellon Corp2,014,394233.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,918,157222.1M $as of Mar 31, 2026
MAIRS & POWER INC1,910,685221.2M $as of Mar 31, 2026
Qube Research & Technologies Ltd1,811,556209.7M $as of Mar 31, 2026

Declared shareholders of WEC Energy Group Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.54 %24,576,995as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.16 %16,812,132as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of WEC Energy Group Inc

322 funds declare 527 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Calamos Market Neutral Income Fund3129.3M $as of Apr 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND395.1M $as of Apr 30, 2026
iShares Convertible Bond ETF352.2M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF337.5M $as of Mar 31, 2026
LORD ABBETT BOND DEBENTURE FUND INC133.4M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND629.9M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND327.5M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND426.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND323.1M $as of Mar 31, 2026
iShares Ultra Short Duration Bond Active ETF121.4M $as of Apr 30, 2026
College Retirement Equities Fund - Core Bond Account120.6M $as of Mar 31, 2026
Virtus Income & Growth Fund120.5M $as of Mar 31, 2026
Fidelity Convertible Securities Fund319.6M $as of Feb 28, 2026
Virtus Convertible Fund119.4M $as of Mar 31, 2026
Equity Income Fund116.7M $as of Mar 31, 2026
Bond Fund of America214.9M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND114.9M $as of Apr 30, 2026
JPMorgan Ultra-Short Income ETF114M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF613.5M $as of Feb 28, 2026
Capital Group Central Corporate Bond Fund213.4M $as of Feb 28, 2026
Putnam Ultra Short Duration Income Fund113.4M $as of Apr 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF513.3M $as of Feb 28, 2026
Bond Fund113.1M $as of Feb 28, 2026
Columbia Convertible Securities Fund112.5M $as of Feb 28, 2026
Guggenheim Total Return Bond Fund112.1M $as of Mar 31, 2026
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Titelia. "Fund shareholders of WEC Energy Group Inc". https://titelia.com/en/stocks/wec-energy-group-inc-US92939U1060