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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Custom Index Systems's WEC Position: Q1 2026 in Review

Custom Index Systems reduced its WEC Energy (WEC) stake by 2.5% in Q1 2026, selling an estimated $12.6K and leaving 4,350 shares worth $504K. The position accounts for 0.22% of the portfolio, ranked #126.

Custom Index Systems first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $658K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Custom Index Systems held 4,350 shares of WEC Energy worth $504K as of Q1 2026.
  • Custom Index Systems sold 112 WEC Energy shares in Q1 2026, an estimated $12.6K.
  • WEC Energy made up 0.22% of Custom Index Systems's portfolio in Q1 2026, its #126 holding.
  • Custom Index Systems first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • Custom Index Systems's WEC Energy position peaked at $658K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.