Position in WEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$467
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,374
of 1,386 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Downshift Financial, LLC holds $182,686 across 11 Utilities - Regulated Electric names. WEC ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,619 | $142,099 | |
| 2 | XEL |
Xcel Energy Inc
|
256 | $20,556 | |
| 3 | SO |
Southern Co
|
158 | $15,122 | |
| 4 | NGG |
National Grid PLC
|
17 | $1,408 | |
| 5 | ED |
Consolidated Edison Inc
|
10 | $1,106 | |
| 6 | ETR |
Entergy Corp /De/
|
6 | $689 | |
| 7 | CNP |
Centerpoint Energy Inc
|
13 | $572 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
4 | $467 |
All Filings in WEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467 | 4 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||