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Concurrent Investment Advisors’s WEC Energy WEC Stock Holding History

Concurrent Investment Advisors’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
Q1 		$4.27M Buy
36,863
+3,217
+10% +$361K 0.05% 391
2025
Q4 		$3.55M Buy
33,646
+4,689
+16% +$519K 0.04% 415
2025
Q3 		$3.32M Buy
28,957
+658
+2% +$71.3K 0.06% 329
2025
Q2 		$2.95M Buy
28,299
+5,648
+25% +$601K 0.06% 330
2025
Q1 		$2.47M Buy
22,651
+1,376
+6% +$141K 0.06% 328
2024
Q4 		$2M Buy
21,275
+1,097
+5% +$106K 0.05% 327
2024
Q3 		$1.94M Sell
20,178
-777
-4% -$68.9K 0.06% 319
2024
Q2 		$1.64M Sell
20,955
-832
-4% -$67.6K 0.05% 325
2024
Q1 		$1.79M Buy
21,787
+3,074
+16% +$247K 0.07% 262
2023
Q4 		$1.58M Buy
+18,713
New +$1.54M 0.07% 264

Other funds holding WEC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's WEC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its WEC Energy (WEC) stake by 9.6% in Q1 2026, buying an estimated $361K and bringing the position to 36,863 shares worth $4.27M. The position accounts for 0.05% of the portfolio, ranked #391.

Concurrent Investment Advisors first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Concurrent Investment Advisors held 36,863 shares of WEC Energy worth $4.27M as of Q1 2026.
  • Concurrent Investment Advisors bought 3,217 WEC Energy shares in Q1 2026, an estimated $361K.
  • WEC Energy made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #391 holding.
  • Concurrent Investment Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.