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Credential Securities’s WEC Energy WEC Stock Holding History

Credential 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
2018
Q2 		$410K Buy
+6,347
New +$394K 0.09% 124

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Credential Securities's WEC Position: Q2 2018 in Review

Credential Securities opened a new position in WEC Energy (WEC) in Q2 2018: 6,347 shares worth $410K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings.

803 funds tracked by Wall St. Rank hold WEC as of Q2 2018.

  • Credential Securities held 6,347 shares of WEC Energy worth $410K as of Q2 2018.
  • WEC Energy was a new Credential Securities position in Q2 2018.
  • WEC Energy made up 0.09% of Credential Securities's portfolio in Q2 2018, its #124 holding.
  • 803 funds tracked by Wall St. Rank held WEC Energy as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.