Concorde Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Concorde Asset Management's WEC Position: Q2 2026 in Review
Concorde Asset Management increased its WEC Energy (WEC) stake by 46% in Q2 2026, buying an estimated $104K and bringing the position to 2,893 shares worth $338K. The position accounts for 0.2% of the portfolio, ranked #94.
Concorde Asset Management first reported a position in WEC in Q3 2017 and has held it in 4 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Concorde Asset Management held 2,893 shares of WEC Energy worth $338K as of Q2 2026.
- Concorde Asset Management bought 915 WEC Energy shares in Q2 2026, an estimated $104K.
- WEC Energy made up 0.2% of Concorde Asset Management's portfolio in Q2 2026, its #94 holding.
- Concorde Asset Management first reported a position in WEC Energy in Q3 2017 and has held it in 4 quarters since.
- 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.