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Concorde Asset Management’s WEC Energy WEC Stock Holding History

Concorde Asset Management’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 		$229K Sell
1,978
-43
-2% -$4.83K 0.11% 175
2025
Q4 		$213K Buy
+2,021
New +$224K 0.09% 220
2017
Q4 		– Sell
-3,899
Closed -$245K – 159
2017
Q3 		$245K Buy
+3,899
New +$249K 0.21% 119

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

Concorde Asset Management's WEC Position: Q1 2026 in Review

Concorde Asset Management reduced its WEC Energy (WEC) stake by 2.1% in Q1 2026, selling an estimated $4.83K and leaving 1,978 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #175.

Concorde Asset Management first reported a position in WEC in Q3 2017 and has held it in 3 quarters since. The position peaked at $245K in Q3 2017. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Concorde Asset Management held 1,978 shares of WEC Energy worth $229K as of Q1 2026.
  • Concorde Asset Management sold 43 WEC Energy shares in Q1 2026, an estimated $4.83K.
  • WEC Energy made up 0.11% of Concorde Asset Management's portfolio in Q1 2026, its #175 holding.
  • Concorde Asset Management first reported a position in WEC Energy in Q3 2017 and has held it in 3 quarters since.
  • Concorde Asset Management's WEC Energy position peaked at $245K in Q3 2017.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.