← Every company
Funds Holding WEC Energy Group Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in WEC Energy Group Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of WEC →Funds holding
190
as of 2026-07-31
Reported value
$2.9B
summed across funds
Fund families
87
named trusts
Largest conviction
4.30%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Virtus Reaves Utilities ETFETFis Series Trust I516.6K sh$56.5M | 4.30% |
| Invesco Dorsey Wright Utilities Momentum ETFInvesco Exchange-Traded Fund Trust16.1K sh$1.8M | 3.23% |
| Hennessy Gas Utility FundHennessy Funds Trust148.5K sh$16.3M | 3.17% |
| Invesco S&P 500 Equal Weight Utilities ETFInvesco Exchange-Traded Fund Trust150.8K sh$16.5M | 3.06% |
| Federated Hermes U.S. Strategic Dividend ETFFederated Hermes ETF Trust235K sh$25.7M | 2.92% |
| First Trust EIP Power Solutions ETFFirst Trust Exchange-Traded Fund IV7.8K sh$849.3K | 2.87% |
| Infrastructure FundJohn Hancock Investment Trust358.5K sh$39.2M | 2.86% |
| Reaves Infrastructure FundADVISORS' INNER CIRCLE FUND II9.4K sh$1M | 2.76% |
| NYLIM CBRE Global Infrastructure FundNYLIM FUNDS TRUST411.3K sh$45M | 2.64% |
| NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust1.5K sh$166.5K | 2.42% |
| Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST493K sh$53.9M | 2.32% |
| Duff & Phelps Utility & Infrastructure Fund Inc.Duff & Phelps Utility & Infrastructure Fund Inc.123.3K sh$13.5M | 2.32% |
| DNP Select Income Fund IncDNP Select Income Fund Inc772.2K sh$84.5M | 2.28% |
| Westwood Enhanced Income Opportunity ETFUltimus Managers Trust7.3K sh$803.6K | 2.27% |
| Federated Hermes Strategic Value Dividend FundFederated Hermes Equity Funds2M sh$224M | 2.25% |
| iShares U.S. Utilities ETFiShares Trust293.9K sh$32.2M | 2.20% |
| Federated Hermes Enhanced Income ETFFederated Hermes ETF Trust11.4K sh$1.3M | 2.19% |
| UTILITIES ULTRASECTOR PROFUNDProFunds1.6K sh$170.5K | 2.18% |
| AAM Brentview Dividend Growth ETFETF Series Solutions1.3K sh$144.1K | 2.16% |
| ClearBridge Large Cap Value FundLegg Mason Partners Investment Trust458.6K sh$50.2M | 2.07% |
| Eventide High Dividend ETFStrategy Shares46.9K sh$5.1M | 2.04% |
| WESTWOOD QUALITY VALUE FUNDUltimus Managers Trust14.2K sh$1.6M | 2.03% |
| Direxion Daily Utilities Bull 3X SharesDirexion Shares ETF Trust6.9K sh$756.1K | 2.00% |
| Invesco Bloomberg Analyst Rating Improvers ETFInvesco Exchange-Traded Fund Trust20.5K sh$2.2M | 1.90% |
| Nuveen Dividend Growth FundNuveen Investment Trust II1M sh$114.1M | 1.80% |
| Dearborn Partners Rising Dividend FundTrust for Professional Managers77.7K sh$8.2M | 1.63% |
| First Trust Utilities AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund120.7K sh$13.2M | 1.59% |
| THE HARTFORD MIDCAP VALUE FUNDHARTFORD MUTUAL FUNDS, INC173.1K sh$18.9M | 1.56% |
| Harbor Mid Cap Core ETFHarbor ETF Trust644 sh$70.5K | 1.54% |
| Harbor Mid Cap FundHARBOR FUNDS32.3K sh$3.5M | 1.51% |
| MFS Utilities FundMFS Series Trust VI360K sh$39.4M | 1.51% |
| First Trust Horizon Managed Volatility Domestic ETFFirst Trust Exchange-Traded Fund III10K sh$1.1M | 1.49% |
| Nicholas Equity Income Fund, Inc.Nicholas Equity Income Fund, Inc.63.2K sh$6.9M | 1.47% |
| First Trust North American Energy Infrastructure FundFirst Trust Exchange-Traded Fund IV531K sh$58.1M | 1.41% |
| Harbor Mid Cap Value ETFHarbor ETF Trust503 sh$55K | 1.18% |
| The MidCap Value FundCOMMERCE FUNDS4K sh$439.9K | 1.09% |
| Harbor SMID Cap Core ETFHarbor ETF Trust464 sh$50.8K | 1.06% |
| WESTWOOD INCOME OPPORTUNITY FUNDUltimus Managers Trust56.2K sh$6.1M | 1.04% |
| Virtus Real Asset Income ETFETFis Series Trust I1.7K sh$191K | 1.03% |
| iShares Select Dividend ETFiShares Trust2.2M sh$241M | 1.03% |
| Bright Rock Large Cap FundTrust for Professional Managers42K sh$4.5M | 0.95% |
| Pacer S&P 500 Quality FCF High Dividend ETFPacer Funds Trust46 sh$5K | 0.92% |
| Equity Income FundPrincipal Funds, Inc636.2K sh$69.6M | 0.88% |
| iShares MSCI USA Min Vol Factor ETFiShares Trust1.8M sh$192.8M | 0.82% |
| Virtus Terranova U.S. Quality Momentum ETFVirtus ETF Trust II16.9K sh$1.8M | 0.76% |
| Hartford Equity Premium Income ETFHartford Funds Exchange-Traded Trust2.4K sh$263.7K | 0.75% |
| Reaves Utility Income FundReaves Utility Income Fund236K sh$25.8M | 0.73% |
| FlexShares US Quality Low Volatility Index FundFlexShares Trust10.6K sh$1.2M | 0.71% |
| MONONGAHELA ALL CAP VALUE FUNDFORUM FUNDS3K sh$328.3K | 0.69% |
| HARTFORD CORE EQUITY FUNDHARTFORD MUTUAL FUNDS, INC698.6K sh$76.4M | 0.67% |
| ClearBridge Appreciation FundLegg Mason Partners Investment Trust564.9K sh$61.8M | 0.64% |
| iShares Core High Dividend ETFiShares Trust744.4K sh$81.5M | 0.55% |
| Column Mid Cap Select FundTrust for Professional Managers168.6K sh$17.9M | 0.54% |
| NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST53.3K sh$5.8M | 0.48% |
| FT Energy Income Partners Strategy ETFFirst Trust Exchange-Traded Fund IV24.9K sh$2.7M | 0.48% |
| Column Mid Cap FundTrust for Professional Managers41.9K sh$4.4M | 0.40% |
| WESTWOOD MULTI-ASSET INCOME FUNDUltimus Managers Trust4.2K sh$461.4K | 0.40% |
| Columbia U.S. Equity Income ETFColumbia ETF Trust I10.4K sh$1.1M | 0.38% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust15.2K sh$1.7M | 0.36% |
| JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust15K sh$1.6M | 0.36% |
| First Trust Large Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund41.2K sh$4.5M | 0.32% |
| Fidelity Global Equity Income FundFidelity Investment Trust13.5K sh$1.5M | 0.31% |
| Old Westbury Large Cap Strategies FundOld Westbury Funds Inc701.6K sh$76.8M | 0.30% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust28.5K sh$3.1M | 0.27% |
| Fidelity Equity-Income FundFidelity Devonshire Trust291.1K sh$31.9M | 0.27% |
| iShares Core Dividend Growth ETFiShares Trust1M sh$112M | 0.26% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.2M sh$135.1M | 0.26% |
| Fidelity Equity-Income K6 FundFidelity Devonshire Trust11.9K sh$1.3M | 0.26% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST65.9K sh$7.2M | 0.26% |
| iShares Russell Mid-Cap Index FundBlackRock Funds60.2K sh$6.6M | 0.26% |
| Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust547.7K sh$59.9M | 0.25% |
| First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund36.2K sh$4M | 0.25% |
| JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust189.1K sh$20.7M | 0.25% |
| iShares Morningstar Mid-Cap ETFiShares Trust37.2K sh$4.1M | 0.25% |
| iShares Disciplined Volatility Equity Active ETFBlackRock ETF Trust37.1K sh$4.1M | 0.23% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust78.6K sh$8.6M | 0.22% |
| Fidelity Low Volatility Factor ETFFidelity Covington Trust26.8K sh$2.9M | 0.21% |
| Fidelity Quality Factor ETFFidelity Covington Trust25.3K sh$2.8M | 0.20% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.6M sh$178.8M | 0.19% |
| Hartford Multifactor US Equity ETFLattice Strategies Trust12K sh$1.3M | 0.19% |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUNDVANGUARD WHITEHALL FUNDS33.6K sh$3.7M | 0.18% |
| iShares MSCI USA Size Factor ETFiShares Trust7.1K sh$774.8K | 0.18% |
| First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund2.5K sh$272.2K | 0.16% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.3M sh$143.6M | 0.14% |
| Old Westbury Total Equity FundOld Westbury Funds Inc16.1K sh$1.8M | 0.14% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust12.8K sh$1.4M | 0.14% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust9.3K sh$1M | 0.13% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST1.3K sh$138.9K | 0.13% |
| Parametric Volatility Risk Premium - Defensive FundEaton Vance Mutual Funds Trust16.4K sh$1.8M | 0.13% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST7.8K sh$851.1K | 0.12% |
| LARGE-CAP VALUE PROFUNDProFunds57 sh$6.2K | 0.12% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST13.4K sh$1.5M | 0.11% |
| 1290 SmartBeta Equity Fund1290 Funds2.8K sh$305.3K | 0.11% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust110K sh$12M | 0.10% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust128.8K sh$14.1M | 0.10% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds119.3K sh$13.1M | 0.10% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST10K sh$1.1M | 0.10% |
| Global Infrastructure FundRUSSELL INVESTMENT CO5.3K sh$582.2K | 0.10% |
| JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust386 sh$42.2K | 0.09% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC21.4K sh$2.3M | 0.09% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS17 sh$1.9K | 0.08% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc2.4K sh$258.8K | 0.08% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST83.3K sh$9.1M | 0.07% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust59.8K sh$6.5M | 0.07% |
| U.S. Strategic Equity FundRUSSELL INVESTMENT CO18.3K sh$2M | 0.07% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1.3K sh$145.4K | 0.06% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS266 sh$29.1K | 0.06% |
| iShares Morningstar Value ETFiShares Trust7K sh$768.1K | 0.06% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS16.9K sh$1.8M | 0.06% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS333 sh$36.4K | 0.06% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST16.9K sh$1.8M | 0.06% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.8K sh$200.8K | 0.06% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS6.7K sh$729.7K | 0.06% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.9K sh$202.9K | 0.06% |
| iShares Core Dividend ETFiShares Trust8.7K sh$950.1K | 0.06% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust63K sh$6.9M | 0.06% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC72.5K sh$7.9M | 0.06% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust16.5K sh$1.8M | 0.06% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust95.2K sh$10.4M | 0.06% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST728.7K sh$79.7M | 0.06% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust44.8K sh$4.9M | 0.06% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc67.1K sh$7.3M | 0.06% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS40 sh$4.4K | 0.05% |
| TCW Transform 500 ETFTCW ETF Trust5.5K sh$601.6K | 0.05% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST10.7K sh$1.2M | 0.05% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.6.7K sh$733.7K | 0.05% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.13.4K sh$1.5M | 0.05% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust93.1K sh$10.2M | 0.05% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds67.8K sh$7.4M | 0.05% |
| iShares Morningstar U.S. Equity ETFiShares Trust6.3K sh$692K | 0.05% |
| Victory 500 Index FundVictory Portfolios III76.2K sh$8.3M | 0.05% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust27.2K sh$3M | 0.05% |
| Nationwide S&P 500 Index FundNationwide Mutual Funds9.1K sh$990.9K | 0.05% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS23 sh$2.5K | 0.05% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS17 sh$1.9K | 0.05% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust634 sh$69.4K | 0.05% |
| BlackRock Dynamic High Income PortfolioBlackRock Funds II7.7K sh$847.2K | 0.05% |
| Wilmington Large-Cap Strategy FundWilmington Funds2.9K sh$317.3K | 0.05% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust98.3K sh$10.8M | 0.05% |
| iShares Morningstar Growth ETFiShares Trust14.6K sh$1.6M | 0.05% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS104K sh$11.4M | 0.05% |
| iShares Dow Jones U.S. ETFiShares Trust13.8K sh$1.5M | 0.05% |
| Vox Populi ETFAdvisors Series Trust27 sh$3K | 0.05% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.2K sh$134.5K | 0.05% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust7.8K sh$858K | 0.05% |
| Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds7.4K sh$805K | 0.05% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC187.3K sh$20.5M | 0.05% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust177.5K sh$19.4M | 0.05% |
| American Conservative Values ETFETF Opportunities Trust684 sh$74.8K | 0.05% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST197.8K sh$21.6M | 0.05% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds21.2K sh$2.3M | 0.05% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust282 sh$30.9K | 0.05% |
| Nuveen Equity Index FundTIAA-CREF Funds265.7K sh$29.1M | 0.05% |
| Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc3.2K sh$345.9K | 0.05% |
| JPMorgan Income Builder FundJPMorgan Trust I36.4K sh$4M | 0.05% |
| BlackRock Multi-Asset Income PortfolioBlackRock Funds II42.2K sh$4.6M | 0.04% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust2.3K sh$247.8K | 0.04% |
| E*TRADE No Fee Total Market Index FundE Trade Trust433 sh$47.4K | 0.04% |
| iShares MSCI Kokusai ETFiShares Trust982 sh$107.5K | 0.04% |
| Morningstar Alternatives FundMorningstar Funds Trust996 sh$109K | 0.04% |
| ULTRABULL PROFUNDProFunds702 sh$76.8K | 0.04% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust6K sh$653.2K | 0.04% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust25.5K sh$2.8M | 0.04% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust9.4K sh$1M | 0.04% |
| AMT Diversified Equity FundADVISER MANAGED TRUST1.5K sh$162.1K | 0.04% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust7.7K sh$847.1K | 0.04% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust11.7K sh$1.3M | 0.04% |
| Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc2.6K sh$286.5K | 0.04% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust160.4K sh$17.6M | 0.04% |
| Victory Growth & Income FundVictory Portfolios III7.6K sh$831.4K | 0.04% |
| iShares MSCI ACWI ETFiShares Trust102.8K sh$11.2M | 0.03% |
| MidCap Value Fund IPrincipal Funds, Inc7.3K sh$802K | 0.03% |
| BULL PROFUNDProFunds154 sh$16.9K | 0.03% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC471 sh$51.5K | 0.03% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC105.6K sh$11.6M | 0.03% |
| Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc749 sh$82K | 0.03% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS255.1K sh$27.9M | 0.03% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust43 sh$4.7K | 0.03% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO712 sh$77.9K | 0.03% |
| PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III276 sh$30.2K | 0.02% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO963 sh$105.4K | 0.02% |
| iShares U.S. Equity Factor ETFiShares Trust4.8K sh$527.2K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust238 sh$26K | 0.01% |
| Intech S&P Large Cap Diversified Alpha ETFTidal Trust III143 sh$15.6K | 0.01% |
| Federated Hermes Max-Cap Index FundFederated Hermes Index Trust177 sh$19.4K | 0.01% |
| SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST220 sh$24.1K | 0.01% |
| NPF Core Equity ETFElevation Series Trust304 sh$33.3K | 0.01% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-2.4K sh-$268K | -0.10% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-639.8K sh-$70M | -0.38% |
| Steward Equity Market Neutral FundSteward Funds Inc-9K sh-$984.8K | -0.84% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on WEC
Company overviewEverything on WEC in one place, with the price.SEC filingsWhat WEC's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat WEC's own officers and directors buy and sell.Who owns itEvery manager reporting a position in WEC.LobbyingWhat WEC spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on WEC's account, and who they worked for.