Concurrent Investment Advisors, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2001015 Tampa, FL

Position in WEC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,031,268

+$763,639 QoQ

Shares Held

43,087

+16.9% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#285

of 1,383 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. WEC ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	308,514	$27,078,273
2	DUK	Duke Energy CORP	113,610	$14,380,753
3	SO	Southern Co	115,357	$11,040,817
4	ES	Eversource Energy	108,262	$7,824,093
5	AEP	American Electric Power Co Inc	52,617	$7,198,531
6	WEC	Wec Energy Group, Inc. This page	43,087	$5,031,268
7	AEE	Ameren Corp	40,028	$4,524,764
8	D	Dominion Energy, Inc	36,717	$2,507,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,031,268	43,087	+16.9%	Shares	Sole	2026-07-27
2026-03-31	$4,267,629	36,863	+9.6%	Shares	Sole	2026-04-21
2025-12-31	$3,548,306	33,646	+16.2%	Shares	Sole	2026-01-29
2025-09-30	$3,318,182	28,957	+2.3%	Shares	Sole	2025-10-27
2025-06-30	$2,948,755	28,299	+24.9%	Shares	Sole	2025-07-25
2025-03-31	$2,468,505	22,651	+6.5%	Shares	Sole	2025-04-29
2024-12-31	$2,000,701	21,275	+5.4%	Shares	Sole	2025-02-03
2024-09-30	$1,940,720	20,178	-3.7%	Shares	Sole	2024-10-30
2024-06-30	$1,644,129	20,955	-3.8%	Shares	Sole	2024-07-30
2024-03-31	$1,789,148	21,787	+16.4%	Shares	Sole	2024-05-07
2023-12-31	$1,575,073	18,713	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.