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
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 157,12018.4M $0.08 %0.05 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 156,15118.4M $0.04 %0.05 %as of Apr 30, 2026 ↗
AST Large-Cap Value Portfolio Advanced Series Trust 155,07318M $0.48 %0.05 %as of Mar 31, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 152,66717.9M $0.31 %0.05 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 147,76217.1M $0.07 %0.05 %as of Mar 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 146,14017.2M $3.19 %0.04 %as of Apr 30, 2026 ↗
Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST 136,72715.8M $1.32 %0.04 %as of Mar 31, 2026 ↗
Large-Cap Value Portfolio PACIFIC SELECT FUND 133,77815.5M $2.48 %0.04 %as of Mar 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 132,42715.6M $0.12 %0.04 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 132,19715.5M $0.11 %0.04 %as of Feb 28, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 128,60415M $0.21 %0.04 %as of Feb 28, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 125,69614.8M $0.12 %0.04 %as of Apr 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 125,44814.8M $0.14 %0.04 %as of Apr 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 123,68214.3M $0.07 %0.04 %as of Mar 31, 2026 ↗
Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. 123,30014.5M $2.38 %0.04 %as of Apr 30, 2026 ↗
THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC 118,53114M $1.18 %0.04 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 116,50213.5M $0.92 %0.04 %as of Mar 31, 2026 ↗
LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 114,40013.2M $1.29 %0.04 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 112,94113.3M $0.12 %0.03 %as of Apr 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 112,45813M $0.41 %0.03 %as of Mar 31, 2026 ↗
Invesco Global Core Equity Fund AIM Funds Group (Invesco Funds Group) 110,46912.8M $2.18 %0.03 %as of Mar 31, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 110,11912.7M $0.26 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI USA Momentum Factor ETF iShares Trust 109,85013M $0.05 %0.03 %as of Apr 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 109,34412.7M $1.75 %0.03 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 105,59612.5M $0.03 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 103,98412.3M $0.06 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 103,03412.2M $0.04 %0.03 %as of Apr 30, 2026 ↗
Mairs & Power Balanced Fund Trust for Professional Managers 103,00011.9M $1.87 %0.03 %as of Mar 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 102,71411.9M $0.07 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 95,94911.3M $0.06 %0.03 %as of Apr 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 94,17910.9M $0.07 %0.03 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 91,12710.5M $0.06 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 90,34510.7M $0.06 %0.03 %as of Apr 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 88,19410.2M $0.06 %0.03 %as of Mar 31, 2026 ↗
Dearborn Partners Rising Dividend Fund Trust for Professional Managers 87,97610.3M $1.82 %0.03 %as of Feb 28, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 87,41910.1M $1.10 %0.03 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 86,53310M $0.18 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 85,08410M $0.18 %0.03 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 82,4129.7M $0.06 %0.03 %as of Apr 30, 2026 ↗
JNL/Goldman Sachs 4 Fund JNL Series Trust 81,8939.5M $0.20 %0.03 %as of Mar 31, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 80,4959.4M $0.89 %0.02 %as of Feb 28, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 77,0558.9M $0.11 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 77,0119.1M $0.06 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS 76,4268.8M $0.99 %0.02 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 75,9489M $0.07 %0.02 %as of Apr 30, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 75,4268.7M $2.45 %0.02 %as of Mar 31, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 74,7498.7M $1.42 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 74,5298.7M $0.13 %0.02 %as of Feb 28, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 74,2868.8M $0.06 %0.02 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 73,0058.5M $0.29 %0.02 %as of Mar 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 72,9278.4M $0.07 %0.02 %as of Mar 31, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 71,9998.5M $0.38 %0.02 %as of Apr 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 71,9138.3M $0.07 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 71,6078.4M $0.06 %0.02 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 70,2008.2M $0.01 %0.02 %as of Feb 28, 2026 ↗
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 70,1588.1M $0.07 %0.02 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 68,5318.1M $0.06 %0.02 %as of Apr 30, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 67,4147.8M $0.07 %0.02 %as of Mar 31, 2026 ↗
Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. 66,7587.7M $0.66 %0.02 %as of Mar 31, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 66,7467.7M $0.07 %0.02 %as of Mar 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 64,3857.6M $0.85 %0.02 %as of Apr 30, 2026 ↗
Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. 63,2007.5M $1.59 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 62,3277.4M $0.28 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 62,0837.2M $0.06 %0.02 %as of Mar 31, 2026 ↗
Equity Income Account Principal Variable Contract Funds, Inc 61,8437.2M $1.01 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 60,7367M $0.09 %0.02 %as of Mar 31, 2026 ↗
ClearBridge Variable Appreciation Portfolio Legg Mason Partners Variable Equity Trust 60,3807M $0.62 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 60,0377.1M $0.06 %0.02 %as of Apr 30, 2026 ↗
Nomura Opportunity Fund Delaware Group Equity Funds IV 60,0206.9M $1.30 %0.02 %as of Mar 31, 2026 ↗
Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust 59,0136.8M $1.21 %0.02 %as of Mar 31, 2026 ↗
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 58,6556.8M $3.64 %0.02 %as of Mar 31, 2026 ↗
Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN 58,4436.8M $2.15 %0.02 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 57,2216.7M $0.07 %0.02 %as of Apr 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 57,0116.6M $1.75 %0.02 %as of Mar 31, 2026 ↗
ClearBridge Variable Large Cap Value Portfolio Legg Mason Partners Variable Equity Trust 56,4006.5M $2.46 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 56,3526.6M $0.28 %0.02 %as of Apr 30, 2026 ↗
WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust 56,2056.6M $1.11 %0.02 %as of Apr 30, 2026 ↗
iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust 55,7496.5M $0.76 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 55,3526.4M $0.38 %0.02 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 55,2866.4M $0.35 %0.02 %as of Mar 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 55,0766.4M $0.06 %0.02 %as of Mar 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 54,8746.4M $0.06 %0.02 %as of Feb 28, 2026 ↗
NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 54,7966.5M $0.56 %0.02 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 54,4086.4M $0.06 %0.02 %as of Feb 28, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 52,7486.1M $0.07 %0.02 %as of Mar 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 49,6005.7M $0.07 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 49,2315.8M $0.17 %0.02 %as of Apr 30, 2026 ↗
SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 48,5635.7M $0.98 %0.01 %as of Apr 30, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 46,1605.3M $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust 45,7675.4M $0.32 %0.01 %as of Apr 30, 2026 ↗
iShares Global Utilities ETF iShares Trust 45,2405.2M $1.64 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 44,7975.2M $0.58 %0.01 %as of Mar 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 44,6245.3M $0.22 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 44,4645.2M $0.06 %0.01 %as of Feb 28, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 43,7875.1M $1.06 %0.01 %as of Mar 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 42,8805M $1.46 %0.01 %as of Mar 31, 2026 ↗
Bright Rock Quality Large Cap Fund Trust for Professional Managers 42,0004.7M $1.03 %0.01 %as of May 31, 2026 ↗
Heartland Mid Cap Value Fund HEARTLAND GROUP INC. 41,4644.8M $1.04 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 41,3834.8M $0.33 %0.01 %as of Mar 31, 2026 ↗
Eventide High Dividend ETF Strategy Shares 41,1824.9M $2.20 %0.01 %as of Apr 30, 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