Parallel Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $620K | Buy |
5,356
+922
| +21% | +$104K | 0.01% | 647 |
|
|
2025
Q4 | $468K | Sell |
4,434
-305
| -6% | -$33.8K | 0.01% | 716 |
|
|
2025
Q3 | $543K | Sell |
4,739
-581
| -11% | -$63K | 0.01% | 632 |
|
|
2025
Q2 | $554K | Buy |
5,320
+312
| +6% | +$33.2K | 0.01% | 592 |
|
|
2025
Q1 | $546K | Sell |
5,008
-202
| -4% | -$20.6K | 0.01% | 559 |
|
|
2024
Q4 | $490K | Buy |
5,210
+479
| +10% | +$46.4K | 0.01% | 585 |
|
|
2024
Q3 | $455K | Buy |
4,731
+412
| +10% | +$36.5K | 0.01% | 600 |
|
|
2024
Q2 | $339K | Buy |
4,319
+208
| +5% | +$16.9K | 0.01% | 660 |
|
|
2024
Q1 | $338K | Buy |
4,111
+704
| +21% | +$56.6K | 0.01% | 660 |
|
|
2023
Q4 | $287K | Sell |
3,407
-158
| -4% | -$13K | 0.01% | 664 |
|
|
2023
Q3 | $287K | Sell |
3,565
-362
| -9% | -$31.5K | 0.01% | 641 |
|
|
2023
Q2 | $347K | Sell |
3,927
-145
| -4% | -$13.4K | 0.01% | 581 |
|
|
2023
Q1 | $386K | Buy |
4,072
+871
| +27% | +$80.6K | 0.01% | 524 |
|
|
2022
Q4 | $300K | Sell |
3,201
-378
| -11% | -$34.9K | 0.01% | 557 |
|
|
2022
Q3 | $320K | Buy |
3,579
+394
| +12% | +$40.2K | 0.01% | 516 |
|
|
2022
Q2 | $321K | Sell |
3,185
-366
| -10% | -$37.1K | 0.01% | 514 |
|
|
2022
Q1 | $356K | Sell |
3,551
-542
| -13% | -$51.2K | 0.01% | 527 |
|
|
2021
Q4 | $397K | Sell |
4,093
-654
| -14% | -$59.8K | 0.01% | 517 |
|
|
2021
Q3 | $419K | Buy |
4,747
+338
| +8% | +$31.7K | 0.02% | 454 |
|
|
2021
Q2 | $392K | Buy |
4,409
+1,442
| +49% | +$136K | 0.02% | 452 |
|
|
2021
Q1 | $278K | Buy |
2,967
+417
| +16% | +$36.4K | 0.01% | 525 |
|
|
2020
Q4 | $235K | Sell |
2,550
-274
| -10% | -$26.7K | 0.01% | 548 |
|
|
2020
Q3 | $274K | Sell |
2,824
-180
| -6% | -$16.8K | 0.02% | 454 |
|
|
2020
Q2 | $263K | Sell |
3,004
-607
| -17% | -$54.8K | 0.02% | 456 |
|
|
2020
Q1 | $318K | Buy |
3,611
+381
| +12% | +$36.6K | 0.03% | 339 |
|
|
2019
Q4 | $298K | Buy |
3,230
+70
| +2% | +$6.38K | 0.02% | 401 |
|
|
2019
Q3 | $301K | Buy |
3,160
+580
| +22% | +$52.3K | 0.03% | 379 |
|
|
2019
Q2 | $215K | Buy |
2,580
+133
| +5% | +$10.7K | 0.02% | 422 |
|
|
2019
Q1 | $194K | Sell |
2,447
-314
| -11% | -$23.3K | 0.02% | 413 |
|
|
2018
Q4 | $190K | Buy |
2,761
+182
| +7% | +$12.8K | 0.03% | 371 |
|
|
2018
Q3 | $172K | Buy |
2,579
+384
| +17% | +$25.6K | 0.02% | 430 |
|
|
2018
Q2 | $141K | Buy |
2,195
+671
| +44% | +$41.7K | 0.02% | 450 |
|
|
2018
Q1 | $96K | Buy |
1,524
+100
| +7% | +$6.21K | 0.02% | 512 |
|
|
2017
Q4 | $95K | Hold |
1,424
| – | – | 0.02% | 502 |
|
|
2017
Q3 | $97K | Buy |
1,424
+251
| +21% | +$16K | 0.02% | 491 |
|
|
2017
Q2 | $74K | Hold |
1,173
| – | – | 0.01% | 570 |
|
|
2017
Q1 | $71K | Buy |
1,173
+105
| +10% | +$6.19K | 0.01% | 554 |
|
|
2016
Q4 | $63K | Buy |
+1,068
| New | +$61.3K | 0.01% | 519 |
|
Other funds holding WEC
VCM
VPM
Parallel Advisors's WEC Position: Q1 2026 in Review
Parallel Advisors increased its WEC Energy (WEC) stake by 21% in Q1 2026, buying an estimated $104K and bringing the position to 5,356 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #647.
Parallel Advisors first reported a position in WEC in Q4 2016 and has held it in 38 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Parallel Advisors held 5,356 shares of WEC Energy worth $620K as of Q1 2026.
- Parallel Advisors bought 922 WEC Energy shares in Q1 2026, an estimated $104K.
- WEC Energy made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #647 holding.
- Parallel Advisors first reported a position in WEC Energy in Q4 2016 and has held it in 38 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.