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Concourse Financial Group Securities’s WEC Energy WEC Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-9,098
Closed -$888K – 2073
2024
Q4 		$888K Buy
9,098
+1,163
+15% +$113K 0.05% 350
2024
Q3 		$763K Buy
7,935
+475
+6% +$42.1K 0.05% 368
2024
Q2 		$585K Buy
7,460
+745
+11% +$60.5K 0.04% 407
2024
Q1 		$551K Buy
6,715
+580
+9% +$46.6K 0.04% 419
2023
Q4 		$516K Buy
6,135
+4,802
+360% +$395K 0.04% 430
2023
Q3 		$107K Sell
1,333
-34
-2% -$2.95K 0.01% 836
2023
Q2 		$121K Sell
1,367
-43
-3% -$3.97K 0.01% 811
2023
Q1 		$134K Sell
1,410
-1,888
-57% -$175K 0.01% 779
2022
Q4 		$309K Sell
3,298
-1,457
-31% -$135K 0.03% 507
2022
Q3 		$425K Buy
4,755
+36
+0.8% +$3.68K 0.04% 389
2022
Q2 		$475K Buy
4,719
+3,194
+209% +$324K 0.04% 406
2022
Q1 		$152K Buy
1,525
+13
+0.9% +$1.23K 0.01% 730
2021
Q4 		$147K Sell
1,512
-7
-0.5% -$640 0.01% 837
2021
Q3 		$134K Sell
1,519
-134
-8% -$12.6K 0.01% 869
2021
Q2 		$147K Buy
1,653
+219
+15% +$20.6K 0.01% 827
2021
Q1 		$134K Sell
1,434
-58
-4% -$5.06K 0.01% 818
2020
Q4 		$137K Sell
1,492
-155
-9% -$15.1K 0.01% 769
2020
Q3 		$160K Buy
1,647
+115
+8% +$10.7K 0.01% 619
2020
Q2 		$134K Buy
1,532
+60
+4% +$5.41K 0.01% 626
2020
Q1 		$130K Sell
1,472
-20
-1% -$1.92K 0.01% 573
2019
Q4 		$138K Buy
1,492
+838
+128% +$76.4K 0.01% 605
2019
Q3 		$62K Buy
654
+249
+61% +$22.4K 0.02% 557
2019
Q2 		$34K Buy
405
+117
+41% +$9.38K ﹤0.01% 1021
2019
Q1 		$22K Buy
288
+106
+58% +$7.86K ﹤0.01% 1236
2018
Q4 		$12K Buy
182
+40
+28% +$2.81K ﹤0.01% 1371
2018
Q3 		$9K Buy
+142
New +$9.46K ﹤0.01% 1174

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concourse Financial Group Securities's WEC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 9,098 shares — an estimated $888K sold.

Concourse Financial Group Securities first reported a position in WEC in Q3 2018 and held it in 26 quarters. The position peaked at $888K in Q4 2024. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,098 WEC Energy shares in Q1 2025, an estimated $888K.
  • Concourse Financial Group Securities first reported a position in WEC Energy in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's WEC Energy position peaked at $888K in Q4 2024.
  • 1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.