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
iShares Core Dividend ETF iShares Trust 7,372869.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
Janus Henderson U.S. Dividend Income Fund JANUS INVESTMENT FUND 7,371853.3K $1.43 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 7,285859.2K $0.06 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Enhanced Income ETF Federated Hermes ETF Trust 7,233853.1K $2.33 %0.00 %as of Apr 30, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 7,209843.2K $0.42 %0.00 %as of Feb 28, 2026 ↗
AVIP Intech U.S. Low Volatility Portfolio AuguStar Variable Insurance Products Fund Inc 7,156828.5K $0.16 %0.00 %as of Mar 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 7,136841.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 7,073818.8K $0.11 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 6,939803.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 6,932810.8K $0.07 %0.00 %as of Feb 28, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 6,817789.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 6,732779.4K $0.06 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 6,715777.4K $0.15 %0.00 %as of Mar 31, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 6,667786.3K $2.93 %0.00 %as of Apr 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 6,665771.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 6,631767.7K $0.13 %0.00 %as of Mar 31, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 6,553772.9K $2.03 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 6,508767.6K $0.19 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 6,425757.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 6,388739.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 6,287735.3K $0.08 %0.00 %as of Feb 28, 2026 ↗
Utilities Fund Rydex Series Funds 6,275726.5K $2.45 %0.00 %as of Mar 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 6,234721.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 6,098719.2K $0.06 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 6,073703.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 6,041712.5K $1.64 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,006708.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 5,923685.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 5,901683.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust 5,839676K $0.30 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 5,782676.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 5,779675.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 5,316621.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 5,238612.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 5,220615.6K $0.06 %0.00 %as of Apr 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 5,210609.4K $0.08 %0.00 %as of Feb 28, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 5,142595.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 5,131594K $0.09 %0.00 %as of Mar 31, 2026 ↗
Madison Dividend Value ETF Madison ETFs Trust 5,131594K $0.98 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 5,112591.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 5,054585.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 5,000578.9K $0.13 %0.00 %as of Mar 31, 2026 ↗
DWS Core Equity VIP DEUTSCHE DWS VARIABLE SERIES I 4,932571K $0.54 %0.00 %as of Mar 31, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 4,847561.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 4,833559.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 4,815563.2K $0.25 %0.00 %as of Feb 27, 2026 ↗
iShares Infrastructure Active ETF BlackRock ETF Trust 4,741559.2K $2.14 %0.00 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor ETF iShares Trust 4,621545K $0.02 %0.00 %as of Apr 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,494520.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 4,400514.6K $0.11 %0.00 %as of Feb 28, 2026 ↗
Centre Global Infrastructure Fund Horizon Funds 4,395514K $0.58 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 4,372506.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 4,240490.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,224489K $0.08 %0.00 %as of Mar 31, 2026 ↗
WESTWOOD MULTI-ASSET INCOME FUND Ultimus Managers Trust 4,217497.4K $0.45 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 4,209492.3K $0.12 %0.00 %as of Feb 28, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 4,154480.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
GUARDIAN CAPITAL DIVIDEND GROWTH FUND Sterling Capital Funds 4,128477.9K $1.14 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 4,084472.8K $0.20 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,074476.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 4,050468.9K $0.09 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 4,019465.3K $0.20 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 3,999463K $0.04 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 3,834443.9K $0.33 %0.00 %as of Mar 31, 2026 ↗
The MidCap Value Fund COMMERCE FUNDS 3,790447K $1.15 %0.00 %as of Apr 30, 2026 ↗
BlackRock Advantage Large Cap Value V.I. Fund BlackRock Variable Series Funds, Inc. 3,734432.3K $0.41 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 3,707429.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 3,646426.4K $0.05 %0.00 %as of Feb 28, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 3,617418.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Westwood Enhanced Income Opportunity ETF Ultimus Managers Trust 3,546418.2K $1.84 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 3,527408.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 3,478402.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,452399.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
BAYWOOD SOCIALLYRESPONSIBLE FUND FORUM FUNDS II 3,400393.6K $1.50 %0.00 %as of Mar 31, 2026 ↗
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 3,325388.9K $3.42 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 3,321384.5K $0.22 %0.00 %as of Mar 31, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 3,266385.2K $0.06 %0.00 %as of Apr 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 3,263377.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 3,242375.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 3,240375.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 3,199370.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 3,168366.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 3,115360.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 3,108363.5K $0.25 %0.00 %as of Feb 28, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 3,102365.8K $0.29 %0.00 %as of Apr 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 3,010352K $0.05 %0.00 %as of Feb 27, 2026 ↗
Sit Global Dividend Growth Fund SIT MUTUAL FUNDS INC 3,010348.5K $0.59 %0.00 %as of Mar 31, 2026 ↗
MONONGAHELA ALL CAP VALUE FUND FORUM FUNDS 3,000353.8K $0.81 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 2,984345.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,934339.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
Utilities Fund Rydex Variable Trust 2,926338.7K $2.59 %0.00 %as of Mar 31, 2026 ↗
WBI BullBear Value 3000 ETF Absolute Shares Trust 2,912337.1K $1.46 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,900342K $0.06 %0.00 %as of Apr 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 2,860334.5K $0.05 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,860331.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
1290 SmartBeta Equity Fund 1290 Funds 2,790329.1K $0.12 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 2,776321.4K $0.39 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,661311.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,501289.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,499292.3K $0.03 %0.00 %as of Feb 28, 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