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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust | 386 | 42.2K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Lazard Real Assets Portfolio LAZARD FUNDS INC | 376 | 43.9K $ | 0.69 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 374 | 43.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 370 | 43.2K $ | 0.15 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 339 | 39.6K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 335 | 39.1K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 333 | 36.4K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 324 | 37.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | 319 | 37.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Skandia Försiktig Skandia Fonder AB | 314 | 346.3K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 304 | 33.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 300 | 35K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 282 | 30.9K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 278 | 32.5K $ | 0.19 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 276 | 30.2K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 266 | 29.1K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 262 | 29.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| iShares Dynamic Short-Term Active ETF BlackRock ETF Trust | 238 | 26K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 220 | 24.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 219 | 24.3K $ | 0.06 % | 0.00 % | as of May 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 210 | 24.5K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 207 | 24.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra S&P 500 Equal Weight ProShares Trust | 198 | 22K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP BULL ProFunds | 195 | 22.8K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 191 | 22.3K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 187 | 21.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 186 | 21.7K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 182 | 21.3K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 177 | 19.4K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 174 | 20.3K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 167 | 19.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 167 | 19.5K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BULL PROFUND ProFunds | 154 | 16.9K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 143 | 16.7K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III | 143 | 15.6K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global Multi-Strategy Fund Principal Funds, Inc | 139 | 15.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 138 | 16.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 130 | 15.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 104 | 12.1K $ | 0.30 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 103 | 113.6K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Guinness Atkinson Real Assets Income ETF GUINNESS ATKINSON FUNDS | 98 | 11.4K $ | 2.78 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 82 | 9.6K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 79 | 9.2K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 59 | 6.9K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 57 | 6.3K $ | 0.09 % | 0.00 % | as of May 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 57 | 6.2K $ | 0.12 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 53 | 6.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust | 46 | 5K $ | 0.92 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 43 | 4.7K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 40 | 4.4K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 28 | 3.3K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 27 | 3K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 23 | 2.6K $ | 0.06 % | 0.00 % | as of May 31, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 23 | 2.5K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust | 20 | 2.3K $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 17 | 1.9K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 17 | 1.9K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 15 | 1.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 7 | 777.4 $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 6 | 700.6 $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 2 | 233.5 $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 2 | 233.5 $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 1 | 116.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 684K € | 0.06 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 596.1K € | 0.06 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 146K € | 0.06 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 658 | -17 | 113,095,371 | -1.7 % |
| 2026Q2 | 675 | +6 | 115,077,593 | +0.6 % |
| 2026Q1 | 669 | -1 | 114,422,632 | +3.9 % |
| 2025Q4 | 670 | -8 | 110,106,436 | -2.5 % |
| 2025Q3 | 678 | +7 | 112,948,456 | +0.2 % |
| 2025Q2 | 671 | +43 | 112,754,368 | -1.9 % |
| 2025Q1 | 628 | -2 | 114,962,682 | +4.3 % |
| 2024Q4 | 630 | +5 | 110,224,583 | +4.9 % |
| 2024Q3 | 625 | +8 | 105,108,686 | -1.0 % |
| 2024Q2 | 617 | +5 | 106,206,055 | +7.5 % |
| 2024Q1 | 612 | -24 | 98,814,017 | -8.9 % |
| 2023Q4 | 636 | 108,469,931 |
Institutional managers
1,356 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 33,049,938 | 3.8B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 21,242,819 | 2.5B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 9,106,652 | 1.1B $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 8,560,214 | 991M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 7,970,050 | 922.7M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 5,931,540 | 686.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 5,667,783 | 656.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 5,526,693 | 637.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,441,582 | 629.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 4,822,384 | 558.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,742,853 | 549.1M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 4,621,057 | 535M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 4,434,011 | 513.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 3,623,922 | 419.5M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 3,591,004 | 415.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 3,423,763 | 396.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,382,948 | 391.6M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,627,581 | 304.2M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,571,015 | 297.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 2,479,662 | 287.1M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 2,168,691 | 251.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,014,394 | 233.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,918,157 | 222.1M $ | as of Mar 31, 2026 |
| MAIRS & POWER INC | 1,910,685 | 221.2M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,811,556 | 209.7M $ | 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.
Cite this page
Titelia. "Fund shareholders of WEC Energy Group Inc". https://titelia.com/en/stocks/wec-energy-group-inc-US92939U1060