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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

WEC Energy Group, Inc. (0LSL.L)

LSE - LSE Delayed price. Currency in USD

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82.65

+0.46

(+0.56%)

At close: 06:37PM BST

Major holders

Currency in USD

0.15%	% of shares held by all insiders
79.54%	% of shares held by institutions
79.65%	% of float held by institutions
1,335	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	41,668,487	31 Dec 2023	13.21%	3,443,900,514
Blackrock Inc.	28,785,883	31 Dec 2023	9.13%	2,379,153,273
State Street Corporation	17,806,217	31 Dec 2023	5.64%	1,471,683,862
Wells Fargo & Company	7,587,922	31 Dec 2023	2.41%	627,141,764
Geode Capital Management, LLC	7,294,872	31 Dec 2023	2.31%	602,921,181
Invesco Ltd.	6,081,006	31 Dec 2023	1.93%	502,595,155
Bank of America Corporation	5,718,562	31 Dec 2023	1.81%	472,639,158
Deutsche Bank Aktiengesellschaft	5,541,942	31 Dec 2023	1.76%	458,041,514
Magellan Asset Management Ltd	4,740,436	31 Dec 2023	1.50%	391,797,042
JP Morgan Chase & Company	4,167,763	31 Dec 2023	1.32%	344,465,618

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	9,911,570	31 Dec 2023	3.14%	819,191,275
Vanguard 500 Index Fund	7,705,001	31 Dec 2023	2.44%	636,818,344
Vanguard Mid-Cap Index Fund	7,069,064	31 Dec 2023	2.24%	584,258,150
Select Sector SPDR Fund-Utilities	4,236,394	29 Feb 2024	1.34%	350,137,970
SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF	4,070,204	29 Feb 2024	1.29%	336,402,366
Fidelity 500 Index Fund	3,783,160	29 Feb 2024	1.20%	312,678,179
SPDR S&P 500 ETF Trust	3,703,394	29 Feb 2024	1.17%	306,085,519
iShares Core S&P 500 ETF	3,281,710	29 Feb 2024	1.04%	271,233,336
Vanguard Index-Value Index Fund	2,625,522	31 Dec 2023	0.83%	216,999,397
Columbia Fds Ser Tr I-Columbia Dividend Income Fd	2,504,620	30 Nov 2023	0.79%	207,006,846