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Money Concepts Capital’s WEC Energy WEC Stock Holding History

Money Concepts Capital’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 		$1.84M Buy
+15,764
New +$1.8M 0.09% 212
2023
Q1 		– Sell
-2,370
Closed -$222K – 2893
2022
Q4 		$222K Buy
2,370
+1,965
+485% +$182K 0.01% 644
2022
Q3 		$36K Buy
405
+201
+99% +$20.5K ﹤0.01% 786
2022
Q2 		$21K Sell
204
-558
-73% -$56.6K ﹤0.01% 879
2022
Q1 		$76K Buy
+762
New +$72K ﹤0.01% 1083

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 $3.38T AUM 44.17% 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

Money Concepts Capital's WEC Position: Q2 2026 in Review

Money Concepts Capital opened a new position in WEC Energy (WEC) in Q2 2026: 15,764 shares worth $1.84M. The stake represents 0.09% of the portfolio and ranks #212 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in WEC as recently as Q4 2022.

Money Concepts Capital first reported a position in WEC in Q1 2022 and has held it in 5 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Money Concepts Capital held 15,764 shares of WEC Energy worth $1.84M as of Q2 2026.
  • WEC Energy was a new Money Concepts Capital position in Q2 2026.
  • WEC Energy made up 0.09% of Money Concepts Capital's portfolio in Q2 2026, its #212 holding.
  • Money Concepts Capital first reported a position in WEC Energy in Q1 2022 and has held it in 5 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.