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Daytona Street Capital’s WEC Energy WEC Stock Holding History

Daytona Street Capital’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 		$115K Hold
1,000
– – 0.08% 152
2026
Q1 		$116K Hold
1,000
– – 0.09% 156
2025
Q4 		$105K Buy
+1,000
New +$111K 0.08% 177

Other funds holding WEC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Daytona Street Capital's WEC Position: Q2 2026 in Review

Daytona Street Capital held its WEC Energy (WEC) position steady in Q2 2026 at 1,000 shares worth $115K. The position accounts for 0.08% of the portfolio, ranked #152.

Daytona Street Capital first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $116K in Q1 2026. 796 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Daytona Street Capital held 1,000 shares of WEC Energy worth $115K as of Q2 2026.
  • Daytona Street Capital left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.08% of Daytona Street Capital's portfolio in Q2 2026, its #152 holding.
  • Daytona Street Capital first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Daytona Street Capital's WEC Energy position peaked at $116K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Daytona Street Capital's 13F filing for Q2 2026, filed 3 Aug 2026.