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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Harbor SMID Cap Core ETF Harbor ETF Trust | 529 | 62.4K $ | 1.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor Mid Cap Value ETF Harbor ETF Trust | 503 | 59.3K $ | 1.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 501 | 58K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 476 | 55.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 471 | 55.5K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 470 | 55K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 470 | 54.4K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Financials ETF ProShares Trust | 462 | 54K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust | 458 | 53K $ | 0.74 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 452 | 52.3K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 441 | 51.1K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML Managed Volatility Fund MML SERIES INVESTMENT FUND | 439 | 50.8K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P 500 2x Strategy Fund Rydex Variable Trust | 433 | 50.1K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 432 | 50.5K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 407 | 47.1K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III | 404 | 47.6K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Lazard Real Assets Portfolio LAZARD FUNDS INC | 403 | 46.7K $ | 0.74 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 395 | 45.7K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 391 | 45.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 374 | 43.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 373 | 44K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 370 | 42.8K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust | 350 | 41.3K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| World Energy Fund Cavanal Hill Funds | 344 | 40.2K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 340 | 40.1K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust | 339 | 40K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 335 | 38.8K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LoCorr Strategic Allocation Fund LoCorr Investment Trust | 319 | 36.9K $ | 0.04 % | 0.00 % | as of Mar 31, 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 | 35.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 304 | 35.2K $ | 0.22 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 290 | 33.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 261 | 30.8K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 253 | 29.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 251 | 29.6K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 222 | 25.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 220 | 25.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 220 | 25.7K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| BULL PROFUND ProFunds | 209 | 24.6K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 206 | 23.8K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BULL ProFunds | 196 | 22.7K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 167 | 19.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 167 | 19.3K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 166 | 19.2K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 158 | 18.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 150 | 17.4K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 147 | 17K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 143 | 16.6K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 139 | 16.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 135 | 15.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 118 | 13.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 104 | 12K $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 103 | 113.6K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 100 | 11.8K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Guinness Atkinson Real Assets Income ETF GUINNESS ATKINSON FUNDS | 98 | 11.3K $ | 2.86 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 83 | 9.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 80 | 9.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 79 | 9.1K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 65 | 7.7K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 64 | 7.5K $ | 0.11 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 57 | 6.6K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 53 | 6.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust | 44 | 5.2K $ | 0.98 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 37 | 4.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust S&P 500 Diversified Free Cash Flow ETF First Trust Exchange-Traded Fund | 30 | 3.5K $ | 0.27 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 29 | 3.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 27 | 3.2K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 26 | 3.1K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 23 | 2.7K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 19 | 2.2K $ | 0.11 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 18 | 2.1K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 17 | 2K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 15 | 1.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 10 | 1.2K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 7 | 818.7 $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 3 | 353.8 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 2 | 231.5 $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 2 | 231.5 $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 2 | 231.5 $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 1 | 115.8 $ | 0.00 % | 0.00 % | as of Mar 31, 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 ↗ |
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 | |
|---|---|---|
| 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.54 % | 24,576,995 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.16 % | 16,812,132 | as 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.
Cite this page
Titelia. "Fund shareholders of WEC Energy Group Inc". https://titelia.com/en/stocks/wec-energy-group-inc-US92939U1060