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Concord Wealth Partners’s WEC Energy WEC Stock Holding History

Concord Wealth Partners’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 		$87.6K Buy
+750
New +$85.6K 0.01% 301
2026
Q1 		– Sell
-752
Closed -$79.3K – 789
2025
Q4 		$79.3K Sell
752
-29
-4% -$3.21K 0.01% 280
2025
Q3 		$89.5K Hold
781
– – 0.01% 267
2025
Q2 		$81.4K Buy
781
+4
+0.5% +$426 0.01% 287
2025
Q1 		$84.7K Hold
777
– – 0.01% 262
2024
Q4 		$73.1K Hold
777
– – 0.01% 284
2024
Q3 		$74.8K Buy
777
+133
+21% +$11.8K 0.01% 285
2024
Q2 		$50.5K Hold
644
– – 0.01% 310
2024
Q1 		$52.9K Hold
644
– – 0.01% 343
2023
Q4 		$54.2K Hold
644
– – 0.01% 351
2023
Q3 		$51.9K Hold
644
– – 0.01% 373
2023
Q2 		$56.9K Sell
644
-550
-46% -$50.8K 0.01% 347
2023
Q1 		$113K Sell
1,194
-607
-34% -$56.2K 0.03% 237
2022
Q4 		$169K Buy
+1,801
New +$166K 0.05% 177
2022
Q3 		– Sell
-1,897
Closed -$191K – 1155
2022
Q2 		$191K Sell
1,897
-54
-3% -$5.47K 0.05% 165
2022
Q1 		$195K Buy
1,951
+65
+3% +$6.14K 0.05% 185
2021
Q4 		$183K Buy
1,886
+1,836
+3,672% +$168K 0.04% 205
2021
Q3 		$4K Sell
50
-44
-47% -$4.13K ﹤0.01% 655
2021
Q2 		$8K Buy
94
+41
+77% +$3.86K ﹤0.01% 671
2021
Q1 		$5K Sell
53
-47
-47% -$4.1K ﹤0.01% 687
2020
Q4 		$9K Buy
+100
New +$9.73K 0.01% 372

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 $3.37T AUM 44.26% 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

Concord Wealth Partners's WEC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in WEC Energy (WEC) in Q2 2026: 750 shares worth $87.6K. The stake represents 0.01% of the portfolio and ranks #301 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WEC as recently as Q4 2025.

Concord Wealth Partners first reported a position in WEC in Q4 2020 and has held it in 21 quarters since. The position peaked at $195K in Q1 2022. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Concord Wealth Partners held 750 shares of WEC Energy worth $87.6K as of Q2 2026.
  • WEC Energy was a new Concord Wealth Partners position in Q2 2026.
  • WEC Energy made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #301 holding.
  • Concord Wealth Partners first reported a position in WEC Energy in Q4 2020 and has held it in 21 quarters since.
  • Concord Wealth Partners's WEC Energy position peaked at $195K in Q1 2022.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.