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Custom Index Systems’s WEC Energy WEC Stock Holding History

Custom Index Systems’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$515K Buy
4,413
+63
+1% +$7.19K 0.19% 140
2026
Q1 		$504K Sell
4,350
-112
-3% -$12.6K 0.22% 126
2025
Q4 		$471K Sell
4,462
-1,276
-22% -$141K 0.21% 136
2025
Q3 		$658K Buy
5,738
+1,893
+49% +$205K 0.2% 136
2025
Q2 		$401K Sell
3,845
-96
-2% -$10.2K 0.19% 167
2025
Q1 		$429K Buy
3,941
+1,412
+56% +$144K 0.22% 143
2024
Q4 		$238K Buy
+2,529
New +$245K 0.13% 202

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Custom Index Systems's WEC Position: Q2 2026 in Review

Custom Index Systems increased its WEC Energy (WEC) stake by 1.4% in Q2 2026, buying an estimated $7.19K and bringing the position to 4,413 shares worth $515K. The position accounts for 0.19% of the portfolio, ranked #140.

Custom Index Systems first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $658K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Custom Index Systems held 4,413 shares of WEC Energy worth $515K as of Q2 2026.
  • Custom Index Systems bought 63 WEC Energy shares in Q2 2026, an estimated $7.19K.
  • WEC Energy made up 0.19% of Custom Index Systems's portfolio in Q2 2026, its #140 holding.
  • Custom Index Systems first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Custom Index Systems's WEC Energy position peaked at $658K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.