As of the latest SEC filings, WEC ENERGY GROUP, INC. (WEC) is held by 723 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,197,513,650.31 in market value, representing 0.06% of its portfolio.
Funds holding WEC ENERGY GROUP, INC. (WEC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WEC
- CIK:
- 0000783325
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $1,197,513,650.31 | 10,343,903 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.07% | $957,619,918.65 | 8,271,745 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.41% | $813,848,281.44 | 7,029,872 | Mar 31, 2026 | May 28, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 2.65% | $646,407,004.65 | 5,583,545 | Mar 31, 2026 | May 28, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.07% | $484,626,302.01 | 4,186,113 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.06% | $484,191,826.72 | 4,139,807 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.07% | $440,115,283.95 | 3,801,635 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.15% | $348,633,019.56 | 3,011,428 | Mar 31, 2026 | May 28, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 1.62% | $335,806,861.26 | 2,900,638 | Mar 31, 2026 | May 28, 2026 |
|
FRISX
Franklin Rising Dividends Fund
|
MF | Franklin Templeton | 1.21% | $313,157,850.00 | 2,705,000 | Mar 31, 2026 | May 27, 2026 |
|
LBSAX
Columbia Dividend Income Fund
|
MF | Columbia Threadneedle | 0.58% | $274,925,591.20 | 2,350,595 | Feb 28, 2026 | Apr 27, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.15% | $261,987,198.40 | 2,221,360 | Apr 30, 2026 | Jun 24, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 2.32% | $256,210,587.68 | 2,190,583 | Feb 28, 2026 | Apr 28, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.71% | $244,986,222.42 | 2,116,146 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.07% | $212,417,458.71 | 1,834,823 | Mar 31, 2026 | May 28, 2026 |
|
USMV
iShares MSCI USA Min Vol Factor ETF
|
ETF | BlackRock / iShares | 0.91% | $208,691,527.68 | 1,769,472 | Apr 30, 2026 | Jun 25, 2026 |
|
SVAAX
Federated Hermes Strategic Value Dividend Fund
|
MF | Federated Hermes | 2.11% | $200,975,657.00 | 1,704,050 | Apr 30, 2026 | Jun 23, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.20% | $175,570,791.30 | 1,488,645 | Apr 30, 2026 | Jun 29, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 1.59% | $172,185,762.93 | 1,487,309 | Mar 31, 2026 | May 29, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.16% | $151,328,342.24 | 1,283,096 | Apr 30, 2026 | Jun 26, 2026 |
|
VWIAX
VANGUARD WELLESLEY INCOME FUND
|
MF | Vanguard | 0.31% | $146,238,348.60 | 1,263,180 | Mar 31, 2026 | May 28, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.30% | $144,119,526.06 | 1,244,878 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.28% | $142,247,434.00 | 1,206,100 | Apr 30, 2026 | Jun 26, 2026 |
|
MPGFX
Mairs & Power Growth Fund
|
MF | Independent / Boutique | 2.80% | $140,508,428.22 | 1,213,686 | Mar 31, 2026 | May 12, 2026 |
|
NSBAX
Nuveen Dividend Growth Fund
|
MF | Nuveen | 1.97% | $128,236,279.94 | 1,087,301 | Apr 30, 2026 | Jun 24, 2026 |
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