Titelia

Fund shareholders of WEC Energy Group Inc

ISIN US92939U1060 · United States · LEI 549300IGLYTZUK3PVP70

Fund shareholders
667
Of which ETFs
207 460 other funds
Value held
≈ 13B $ 12.9B $ · 573M SEK · 1.4M €
Share of capital
34.9 % of 325.8M shares on Jun 30, 2026

667 funds hold this company. This table lists the 666 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 6,910756.1K $2.00 %0.00 %as of Jul 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 6,817796K $0.01 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 6,715784.1K $0.13 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 6,705733.7K $0.05 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 6,669729.7K $0.06 %0.00 %as of Jul 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 6,373744.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 6,324692K $0.05 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 6,253730.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 6,049706.3K $0.11 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 6,034704.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 6,017702.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 5,970653.2K $0.04 %0.00 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,855683.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 5,699632.9K $0.23 %0.00 %as of May 29, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 5,530614.1K $0.05 %0.00 %as of May 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 5,501642.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 5,498601.6K $0.05 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 5,431634.2K $0.07 %0.00 %as of Jun 30, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 5,357594.9K $0.06 %0.00 %as of May 31, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 5,321582.2K $0.10 %0.00 %as of Jul 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 5,276585.9K $0.07 %0.00 %as of May 31, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 5,190576.3K $0.07 %0.00 %as of May 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 5,112596.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 4,987582.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 4,931547.6K $0.02 %0.00 %as of May 31, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 4,847566K $0.05 %0.00 %as of Jun 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 4,842565.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Series Funds 4,825563.4K $2.45 %0.00 %as of Jun 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 4,818527.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 4,817562.5K $0.48 %0.00 %as of Jun 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 4,800560.5K $0.12 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,690547.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 4,569533.5K $0.79 %0.00 %as of Jun 30, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 4,543504.5K $0.10 %0.00 %as of May 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,538529.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 4,433517.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 4,412515.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 4,372510.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
Centre Global Infrastructure Fund Horizon Funds 4,291476.5K $0.57 %0.00 %as of May 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 4,240495.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust 4,217461.4K $0.40 %0.00 %as of Jul 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 4,154485.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 4,134482.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
GUARDIAN CAPITAL DIVIDEND GROWTH FUND Sterling Capital Funds 4,064474.6K $1.07 %0.00 %as of Jun 30, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 4,050472.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 4,020439.9K $1.09 %0.00 %as of Jul 31, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 4,019469.3K $0.17 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 3,998466.8K $0.17 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,939437.4K $0.11 %0.00 %as of May 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 3,792442.8K $0.32 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 3,750437.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,678408.4K $0.01 %0.00 %as of May 31, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 3,617422.4K $0.06 %0.00 %as of Jun 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 3,527411.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 3,519410.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 3,474405.7K $0.17 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 3,468385.1K $0.04 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,452403.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 3,400397K $1.38 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Utilities ProShares Trust 3,384375.8K $1.95 %0.00 %as of May 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 3,242378.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 3,239378.2K $0.93 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 3,207374.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,199373.5K $0.05 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 3,187372.1K $0.22 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 3,168369.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 3,161345.9K $0.05 %0.00 %as of Jul 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,118364.1K $0.35 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 3,115363.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 3,105344.8K $3.07 %0.00 %as of May 31, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 3,090343.1K $0.04 %0.00 %as of May 29, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 3,088360.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 3,040337.6K $0.22 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 3,027336.1K $0.08 %0.00 %as of May 31, 2026 ↗
Sit Global Dividend Growth Fund SIT MUTUAL FUNDS INC 3,010351.5K $0.52 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 3,008351.2K $0.11 %0.00 %as of Jun 30, 2026 ↗
MONONGAHELA ALL CAP VALUE FUND FORUM FUNDS 3,000328.3K $0.69 %0.00 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 2,959345.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,932325.6K $0.03 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,900317.3K $0.05 %0.00 %as of Jul 31, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,838331.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,797326.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 2,790305.3K $0.11 %0.00 %as of Jul 31, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 2,764306.9K $0.32 %0.00 %as of May 31, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 2,618286.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,602303.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,574285.8K $0.03 %0.00 %as of May 31, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 2,516293.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,488272.2K $0.16 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,475289K $0.03 %0.00 %as of Jun 30, 2026 ↗
Hartford Equity Premium Income ETF Hartford Funds Exchange-Traded Trust 2,410263.7K $0.75 %0.00 %as of Jul 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,405267.1K $0.04 %0.00 %as of May 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 2,380277.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 2,369276.6K $0.25 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,365258.8K $0.08 %0.00 %as of Jul 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 2,319270.8K $0.13 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 2,305256K $0.04 %0.00 %as of May 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 2,280266.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 2,265247.8K $0.04 %0.00 %as of Jul 31, 2026 ↗
VanEck Durable High Dividend ETF VanEck ETF Trust 2,214258.5K $0.70 %0.00 %as of Jun 30, 2026 ↗

Download this table: CSV, JSON

Report an error

Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.06 %as of Sep 30, 2025 ↗

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
Virtus Reaves Utilities ETF ETFis Series Trust I 4.30 %as of Jul 31, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 3.92 %as of Jun 30, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 3.23 %as of Jul 31, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 3.17 %as of Jul 31, 2026 ↗
DEAN EQUITY INCOME FUND Unified Series Trust 3.15 %as of Jun 30, 2026 ↗
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 3.07 %as of May 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 3.07 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 3.06 %as of Jul 31, 2026 ↗
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 3.03 %as of Jun 30, 2026 ↗
Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust 2.95 %as of May 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
2026Q3658-17113,095,371-1.7 %
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

Funds holding the debt of WEC Energy Group Inc

315 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 Fund3123.1M $as of Jul 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND393.5M $as of Jul 31, 2026
iShares Convertible Bond ETF361.8M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF345.5M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND339.1M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND635.7M $as of Jun 30, 2026
LORD ABBETT BOND DEBENTURE FUND INC133.9M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND528.7M $as of Jun 30, 2026
Virtus Income & Growth Fund127.6M $as of Jun 30, 2026
Virtus Convertible Fund127M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND424.9M $as of Jun 30, 2026
iShares Ultra Short Duration Bond Active ETF121.3M $as of Jul 31, 2026
College Retirement Equities Fund - Core Bond Account120.9M $as of Jun 30, 2026
Fidelity Convertible Securities Fund318.9M $as of May 31, 2026
JPMorgan Ultra-Short Income ETF218.6M $as of May 31, 2026
Equity Income Fund116.8M $as of Jun 30, 2026
Bond Fund of America214.9M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND114.8M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF613.7M $as of May 31, 2026
Putnam Ultra Short Duration Income Fund113.4M $as of Jul 31, 2026
Capital Group Central Corporate Bond Fund213.3M $as of May 31, 2026
Bond Fund113M $as of May 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF512.9M $as of May 31, 2026
Guggenheim Total Return Bond Fund112.3M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF412.1M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of WEC Energy Group Inc". https://titelia.com/en/stocks/wec-energy-group-inc-US92939U1060