Concurrent Investment Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
28,299
+5,648
| +25% | +$589K | 0.06% | 328 |
|
|
2025
Q1 | $2.47M | Buy |
22,651
+1,376
| +6% | +$150K | 0.06% | 326 |
|
|
2024
Q4 | $2M | Buy |
21,275
+1,097
| +5% | +$103K | 0.05% | 325 |
|
|
2024
Q3 | $1.94M | Sell |
20,178
-777
| -4% | -$74.7K | 0.06% | 317 |
|
|
2024
Q2 | $1.64M | Sell |
20,955
-832
| -4% | -$65.3K | 0.05% | 322 |
|
|
2024
Q1 | $1.79M | Buy |
21,787
+3,074
| +16% | +$252K | 0.07% | 261 |
|
|
2023
Q4 | $1.58M | Buy |
+18,713
| New | +$1.58M | 0.07% | 264 |
|