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
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 40,9934.7M $0.07 %0.01 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 40,8984.7M $0.06 %0.01 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust 40,4684.7M $0.52 %0.01 %as of Mar 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 40,3244.7M $0.33 %0.01 %as of Mar 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 40,0344.6M $0.06 %0.01 %as of Mar 31, 2026 ↗
Boston Trust Asset Management Fund Boston Trust Walden Funds 40,0004.6M $0.93 %0.01 %as of Mar 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 39,6694.7M $0.06 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 39,1304.6M $0.06 %0.01 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 39,0764.5M $0.08 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 38,5174.5M $1.53 %0.01 %as of Mar 31, 2026 ↗
Stock Index Fund VALIC Co I 37,1404.3M $0.07 %0.01 %as of Feb 28, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 36,4944.3M $0.05 %0.01 %as of Apr 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 35,9294.2M $0.07 %0.01 %as of Mar 31, 2026 ↗
Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust 35,5734.2M $2.95 %0.01 %as of Feb 28, 2026 ↗
EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust 35,5554.1M $1.21 %0.01 %as of Mar 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 35,4504.1M $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 33,9154M $0.26 %0.01 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY VALUE FUND Ultimus Managers Trust 33,6804M $2.21 %0.01 %as of Apr 30, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 33,6024M $0.20 %0.01 %as of Apr 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 33,5953.9M $0.07 %0.01 %as of Mar 31, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 33,5373.9M $1.57 %0.01 %as of Mar 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 32,2473.7M $0.07 %0.01 %as of Mar 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 31,4993.6M $0.07 %0.01 %as of Mar 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 31,0003.6M $0.70 %0.01 %as of Feb 28, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 30,7373.6M $0.33 %0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. 30,5823.6M $0.47 %0.01 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 30,5323.5M $0.42 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 30,2183.6M $0.35 %0.01 %as of Apr 30, 2026 ↗
Harbor Mid Cap Fund HARBOR FUNDS 29,5873.5M $1.67 %0.01 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST 29,2503.4M $0.59 %0.01 %as of Mar 31, 2026 ↗
STERLING CAPITAL HEDGED EQUITY PREMIUM INCOME ETF Sterling Capital Funds 28,5503.3M $1.54 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 28,0463.3M $0.20 %0.01 %as of Feb 28, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 28,0123.3M $3.28 %0.01 %as of Feb 28, 2026 ↗
Boston Trust Midcap Fund Boston Trust Walden Funds 27,4353.2M $1.70 %0.01 %as of Mar 31, 2026 ↗
Fidelity Low Volatility Factor ETF Fidelity Covington Trust 27,2103.2M $0.23 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 27,1623.2M $0.06 %0.01 %as of Apr 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 27,1133.1M $0.11 %0.01 %as of Mar 31, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 26,6863.1M $0.06 %0.01 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 26,4593.1M $0.03 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,3653.1M $0.06 %0.01 %as of Feb 28, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 26,0673M $0.30 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 25,9603M $0.04 %0.01 %as of Feb 28, 2026 ↗
iShares MSCI World ETF iShares, Inc. 25,8153M $0.04 %0.01 %as of Feb 28, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 25,8103M $0.16 %0.01 %as of Apr 30, 2026 ↗
Fidelity Quality Factor ETF Fidelity Covington Trust 25,6493M $0.22 %0.01 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 25,5363M $3.85 %0.01 %as of Apr 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 25,2302.9M $0.20 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 25,1882.9M $0.19 %0.01 %as of Feb 28, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 25,0742.9M $0.06 %0.01 %as of Feb 28, 2026 ↗
Boston Trust Equity Fund Boston Trust Walden Funds 25,0002.9M $1.24 %0.01 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 24,8162.9M $1.58 %0.01 %as of Mar 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 24,7732.9M $0.07 %0.01 %as of Mar 31, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,5752.8M $0.06 %0.01 %as of Feb 28, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 23,0922.7M $0.06 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 22,9672.7M $0.07 %0.01 %as of Mar 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 22,8012.6M $0.06 %0.01 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 22,0192.6M $0.04 %0.01 %as of Apr 30, 2026 ↗
Thompson LargeCap Fund Thompson IM Funds, Inc. 22,0002.6M $1.24 %0.01 %as of Feb 28, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,3852.5M $0.10 %0.01 %as of Apr 30, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,2222.5M $0.17 %0.01 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 21,1842.5M $0.06 %0.01 %as of Apr 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 20,6702.4M $0.16 %0.01 %as of Mar 31, 2026 ↗
Invesco Bloomberg Analyst Rating Improvers ETF Invesco Exchange-Traded Fund Trust 20,0852.4M $2.10 %0.01 %as of Apr 30, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 20,0132.3M $0.27 %0.01 %as of Mar 31, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 19,8382.3M $0.44 %0.01 %as of Apr 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 19,5092.3M $0.07 %0.01 %as of Mar 31, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 19,5002.3M $0.09 %0.01 %as of Feb 28, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 19,1052.2M $0.66 %0.01 %as of Mar 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 18,9932.2M $0.43 %0.01 %as of Mar 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 18,9802.2M $0.17 %0.01 %as of Apr 30, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 18,9202.2M $0.11 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 18,8942.2M $0.07 %0.01 %as of Mar 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 18,2862.2M $0.07 %0.01 %as of Apr 30, 2026 ↗
Eventide Balanced Fund MUTUAL FUND SERIES TRUST 18,1082.1M $0.55 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 17,7962.1M $0.06 %0.01 %as of Apr 30, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 17,6592M $1.42 %0.01 %as of Mar 31, 2026 ↗
Guardian Integrated Research VIP Fund Guardian Variable Products Trust 17,5702M $0.92 %0.01 %as of Mar 31, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 17,4562M $1.31 %0.01 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 17,3712M $0.11 %0.01 %as of Mar 31, 2026 ↗
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 17,1892M $0.03 %0.01 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 16,8802M $0.07 %0.01 %as of Mar 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 16,8612M $0.06 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 16,8462M $0.06 %0.01 %as of Mar 31, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 16,8061.9M $2.37 %0.01 %as of Mar 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 16,6971.9M $0.08 %0.01 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 16,5352M $0.06 %0.01 %as of Apr 30, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 16,4551.9M $0.06 %0.01 %as of Feb 28, 2026 ↗
Virtus Duff & Phelps Global Infrastructure Fund Virtus Opportunities Trust 16,4361.9M $1.10 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 16,3741.9M $0.06 %0.01 %as of Feb 28, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 16,3661.9M $0.14 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 16,2581.9M $0.30 %0.00 %as of Mar 31, 2026 ↗
NYLIM VP CBRE Global Infrastructure Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 16,1041.9M $4.10 %0.00 %as of Mar 31, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 15,9531.9M $0.16 %0.00 %as of Apr 30, 2026 ↗
CANTOR FITZGERALD EQUITY OPPORTUNITY FUND Cantor Select Portfolios Trust 15,7401.8M $2.71 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 15,5561.8M $0.66 %0.00 %as of Mar 31, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 15,3211.8M $0.34 %0.00 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Large Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 15,3061.8M $0.58 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 15,1101.8M $0.22 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 15,0681.8M $0.04 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 15,0271.7M $0.03 %0.00 %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