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Credential Qtrade Securities’s WEC Energy WEC Stock Holding History

Credential Qtrade Securities’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
2024
Q1 		$802K Buy
9,761
+1,124
+13% +$90.4K 0.04% 171
2023
Q4 		$727K Sell
8,637
-1,726
-17% -$142K 0.04% 163
2023
Q3 		$835K Sell
10,363
-140
-1% -$12.2K 0.06% 145
2023
Q2 		$927K Sell
10,503
-166
-2% -$15.3K 0.06% 139
2023
Q1 		$1.01M Buy
10,669
+279
+3% +$25.8K 0.07% 126
2022
Q4 		$974K Buy
10,390
+358
+4% +$33.1K 0.07% 118
2022
Q3 		$897K Buy
10,032
+316
+3% +$32.3K 0.07% 121
2022
Q2 		$978K Buy
9,716
+625
+7% +$63.4K 0.07% 123
2022
Q1 		$907K Buy
+9,091
New +$859K 0.06% 145
2020
Q3 		– Sell
-5,140
Closed -$451K – 304
2020
Q2 		$451K Sell
5,140
-6,800
-57% -$613K 0.06% 134
2020
Q1 		$1.05M Buy
11,940
+375
+3% +$36.1K 0.17% 81
2019
Q4 		$1.07M Buy
11,565
+365
+3% +$33.3K 0.14% 95
2019
Q3 		$1.07M Sell
11,200
-95
-0.8% -$8.56K 0.16% 92
2019
Q2 		$942K Buy
11,295
+1,269
+13% +$102K 0.16% 90
2019
Q1 		$793K Sell
10,026
-567
-5% -$42.1K 0.15% 93
2018
Q4 		$733K Buy
10,593
+1,964
+23% +$138K 0.16% 90
2018
Q3 		$576K Buy
+8,629
New +$575K 0.12% 113

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Credential Qtrade Securities's WEC Position: Q1 2024 in Review

Credential Qtrade Securities increased its WEC Energy (WEC) stake by 13% in Q1 2024, buying an estimated $90.4K and bringing the position to 9,761 shares worth $802K. The position accounts for 0.04% of the portfolio, ranked #171.

Credential Qtrade Securities first reported a position in WEC in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2019. 1,040 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Credential Qtrade Securities held 9,761 shares of WEC Energy worth $802K as of Q1 2024.
  • Credential Qtrade Securities bought 1,124 WEC Energy shares in Q1 2024, an estimated $90.4K.
  • WEC Energy made up 0.04% of Credential Qtrade Securities's portfolio in Q1 2024, its #171 holding.
  • Credential Qtrade Securities first reported a position in WEC Energy in Q3 2018 and has held it in 17 quarters since.
  • Credential Qtrade Securities's WEC Energy position peaked at $1.07M in Q4 2019.
  • 1,040 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.