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Downshift Financial’s WEC Energy WEC Stock Holding History

Downshift Financial’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 		$467 Buy
+4
New +$456 ﹤0.01% 560

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

Downshift Financial's WEC Position: Q2 2026 in Review

Downshift Financial opened a new position in WEC Energy (WEC) in Q2 2026: 4 shares worth $467. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings.

1,397 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Downshift Financial held 4 shares of WEC Energy worth $467 as of Q2 2026.
  • WEC Energy was a new Downshift Financial position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #560 holding.
  • 1,397 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.