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
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,474286.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 2,393277K $0.16 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,365278.9K $0.09 %0.00 %as of Apr 30, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 2,359273.1K $1.00 %0.00 %as of Mar 31, 2026 ↗
VanEck Durable High Dividend ETF VanEck ETF Trust 2,324269K $0.68 %0.00 %as of Mar 31, 2026 ↗
Hartford Equity Premium Income ETF Hartford Funds Exchange-Traded Trust 2,268267.5K $0.82 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,261264.4K $0.10 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra Utilities ProShares Trust 2,204257.8K $1.53 %0.00 %as of Feb 28, 2026 ↗
M Large Cap Value Fund M FUND INC 2,200254.7K $0.13 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 2,196254.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,177254.6K $0.24 %0.00 %as of Feb 28, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,160252.6K $0.04 %0.00 %as of Feb 28, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 2,092242.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 2,004232K $0.13 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,999231.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 1,988230.2K $0.05 %0.00 %as of Mar 31, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 1,918222K $0.23 %0.00 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,915221.7K $0.43 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,864215.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
TETON Westwood Balanced Fund Teton Westwood Funds 1,849214.1K $0.71 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,823211K $0.03 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,810211.7K $0.03 %0.00 %as of Feb 28, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,810209.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,808213.2K $0.06 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,801212.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 1,801208.5K $1.03 %0.00 %as of Mar 31, 2026 ↗
Tandem Fund PFS FUNDS 1,800208.4K $1.02 %0.00 %as of Mar 31, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,772207.3K $0.04 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,770207K $0.07 %0.00 %as of Feb 28, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 1,763204.1K $0.19 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 1,760203.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,718198.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,707197.6K $0.07 %0.00 %as of Mar 31, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 1,680198.1K $1.08 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 1,665194.7K $0.14 %0.00 %as of Feb 28, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,594184.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 1,565181.2K $0.52 %0.00 %as of Mar 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,524179.7K $0.05 %0.00 %as of Apr 30, 2026 ↗
NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust 1,522179.5K $2.60 %0.00 %as of Apr 30, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 1,516177.3K $0.12 %0.00 %as of Feb 28, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,504174.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,469170.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,436166.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,404162.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,381159.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 1,315153.8K $0.04 %0.00 %as of Feb 28, 2026 ↗
AAM Brentview Dividend Growth ETF ETF Series Solutions 1,268149.5K $2.38 %0.00 %as of Apr 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 1,246145.7K $0.10 %0.00 %as of Feb 28, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 1,222141.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,179136.5K $0.03 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 1,158136.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,127130.5K $0.07 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 1,114130.3K $0.09 %0.00 %as of Feb 28, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 1,109130.8K $0.12 %0.00 %as of Apr 30, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 1,100127.3K $0.12 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,092128.8K $0.06 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 1,072124.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 1,063123.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
Truth Social American Energy Security ETF Truth Social Funds 1,056122.3K $1.25 %0.00 %as of Mar 31, 2026 ↗
Avanza Global Avanza Fonder AB 1,0311.1M SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 1,028119K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,012117.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 1,003118.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 998117.7K $0.08 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust 986115.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 982115.8K $0.05 %0.00 %as of Apr 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 963113.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 959111K $0.04 %0.00 %as of Mar 31, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 936109.5K $0.05 %0.00 %as of Feb 28, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 930107.7K $0.11 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Series Funds 922106.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 913106.8K $0.09 %0.00 %as of Feb 28, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 893104.4K $0.04 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 882102.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Gotham Neutral Fund FundVantage Trust 879101.8K $0.09 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 868100.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 85899.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 83797.9K $0.95 %0.00 %as of Feb 28, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 79091.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 77291K $0.09 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 75988.8K $0.02 %0.00 %as of Feb 28, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 75488.2K $0.06 %0.00 %as of Feb 28, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 73786.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 73686.1K $0.15 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Fund Rydex Series Funds 72784.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 71284K $0.03 %0.00 %as of Apr 30, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 68480.7K $0.06 %0.00 %as of Apr 30, 2026 ↗
ULTRABULL PROFUND ProFunds 68280.4K $0.04 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes MDT Large Cap Core ETF Federated Hermes ETF Trust 65576.6K $0.12 %0.00 %as of Feb 28, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 65175.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 64875K $0.32 %0.00 %as of Mar 31, 2026 ↗
Harbor Mid Cap Core ETF Harbor ETF Trust 64476K $1.69 %0.00 %as of Apr 30, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 63474.8K $0.07 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 61070.6K $0.05 %0.00 %as of Mar 31, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 60970.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I 60870.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 59468.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 55264.6K $0.01 %0.00 %as of Feb 28, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 55263.9K $0.23 %0.00 %as of Mar 31, 2026 ↗
AB US Equity ETF AB Active ETFs, Inc. 53762.8K $0.01 %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