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Perennial Investment Advisors’s WEC Energy WEC Stock Holding History

Perennial 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 		$296K Buy
2,554
+479
+23% +$53.8K 0.02% 394
2025
Q4 		$219K Buy
2,075
+120
+6% +$13.3K 0.02% 451
2025
Q3 		$224K Buy
+1,955
New +$212K 0.02% 441

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

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

Perennial Investment Advisors increased its WEC Energy (WEC) stake by 23% in Q1 2026, buying an estimated $53.8K and bringing the position to 2,554 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #394.

Perennial Investment Advisors first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Perennial Investment Advisors held 2,554 shares of WEC Energy worth $296K as of Q1 2026.
  • Perennial Investment Advisors bought 479 WEC Energy shares in Q1 2026, an estimated $53.8K.
  • WEC Energy made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #394 holding.
  • Perennial Investment Advisors first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.