WEC Energy Group

ISIN US92939U1060

 | 

WKN A14V4V

Market cap (in EUR)
30,294 m
Country
United States
Sector
Utilities
Dividend yield
3.30%
 

Overview

Quote

Description

WEC Energy Group, Inc. is a holding company, which engages in the generation and distribution of electricity and natural gas. It operates through the following segments: Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure and Corporate and Other. The Wisconsin segment refers to the electric and gas utility operations. The Illinois segment deals with natural gas utility and non-utility activities. The Other States segment pertains to natural gas operations of the firm's subsidiaries. The Electric Transmission segment holds interests in state regulatory commissions. The Non-Utility Energy Infrastructure segment includes Wisconsin Electric Power, which owns and leases generating facilities. The Corporate and Other segment refers to the firm's administrative and holding activities. The company was founded in 1981 and is headquartered in Milwaukee, WI.
Show more Show less
Utilities Energy Utilities United States

Chart

Financials

Key metrics

Market capitalisation, EUR 30,294 m
EPS, EUR 4.79
P/B ratio 2.6
P/E ratio 20.4
Dividend yield 3.30%

Income statement (2024)

Revenue, EUR 7,950 m
Net income, EUR 1,413 m
Profit margin 17.77%

What ETF is WEC Energy Group in?

There are 42 ETFs which contain WEC Energy Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of WEC Energy Group is the iShares Global Infrastructure UCITS ETF USD (Dist).
ETF Weight Investment focus Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc 0.05%
Equity
World
4,695
iShares MSCI World UCITS ETF (Dist) 0.04%
Equity
World
7,468
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.03%
Equity
World
Multi-Asset Strategy
855
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
640
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.43%
Equity
World
Covered Call
Alternative Investments
71
Xtrackers MSCI World UCITS ETF 1D 0.09%
Equity
World
4,440
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.04%
Equity
World
25,806
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.06%
Equity
World
Multi-Factor Strategy
0
iShares MSCI North America UCITS ETF 0.05%
Equity
North America
1,105
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,204
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.06%
Equity
United States
25,263
L&G Global Equity UCITS ETF 0.05%
Equity
World
Social/Environmental
941
Invesco Global Enhanced Equity UCITS ETF Acc 0.06%
Equity
World
Multi-Factor Strategy
211
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.10%
Equity
World
Dividend
1,345
Vanguard FTSE Developed World UCITS ETF Acc 0.04%
Equity
World
4,695
L&G US Equity UCITS ETF 0.07%
Equity
United States
Social/Environmental
1,050
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.06%
Equity
United States
2
UBS Core MSCI World UCITS ETF hGBP dis 0.05%
Equity
World
91
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
34
UBS Core MSCI USA UCITS ETF USD dis 0.06%
Equity
United States
1,192
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.04%
Equity
World
18,590
Amundi Core MSCI World UCITS ETF USD Dist 0.05%
Equity
World
820
iShares MSCI ACWI UCITS ETF USD (Acc) 0.03%
Equity
World
20,831
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
63
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.43%
Equity
World
Covered Call
Alternative Investments
1,107
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
187
Amundi Core MSCI USA UCITS ETF Dist 0.06%
Equity
United States
-
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.10%
Equity
World
Dividend
6,226
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
274
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.06%
Equity
United States
326
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.06%
Equity
United States
42,952
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.08%
Equity
United States
Multi-Factor Strategy
166
Vanguard FTSE Developed World UCITS ETF Distributing 0.04%
Equity
World
3,506
iShares Global Infrastructure UCITS ETF USD (Dist) 1.22%
Equity
World
Infrastructure
1,499
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.06%
Equity
North America
2,430
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.06%
Equity
North America
2,015
iShares Core S&P 500 UCITS ETF USD (Dist) 0.06%
Equity
United States
17,422
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 0.29%
Equity
United States
Momentum
12
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0.50%
Equity
United States
Low Volatility/Risk Weighted
98
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
86
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
84

Performance

Returns overview

YTD +0.34%
1 month -6.39%
3 months -1.07%
6 months -1.39%
1 year -2.44%
3 years -0.22%
5 years +19.12%
Since inception (MAX) +6.71%
2024 +19.68%
2023 -14.70%
2022 +4.45%
2021 +16.05%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
Show more Show less

Risk overview

Volatility 1 year 17.29%
Volatility 3 years 18.01%
Volatility 5 years 18.99%
Return per risk 1 year -0.09
Return per risk 3 years 0.01
Return per risk 5 years 0.18
Maximum drawdown 1 year -14.90%
Maximum drawdown 3 years -24.09%
Maximum drawdown 5 years -34.37%
Maximum drawdown since inception -34.37%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.