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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
Q2 		$5.03M Buy
43,087
+6,224
+17% +$710K 0.04% 433
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 $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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's WEC Position: Q2 2026 in Review

Concurrent Investment Advisors increased its WEC Energy (WEC) stake by 17% in Q2 2026, buying an estimated $710K and bringing the position to 43,087 shares worth $5.03M. The position accounts for 0.04% of the portfolio, ranked #433.

Concurrent Investment Advisors first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Concurrent Investment Advisors held 43,087 shares of WEC Energy worth $5.03M as of Q2 2026.
  • Concurrent Investment Advisors bought 6,224 WEC Energy shares in Q2 2026, an estimated $710K.
  • WEC Energy made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #433 holding.
  • Concurrent Investment Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.