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Credit Suisse’s WEC Energy WEC Stock Holding History

Credit Suisse’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
2020
Q1 		– Sell
-50,000
Closed -$4.61M – 4270
2019
Q4 		$4.61M Hold
50,000
– – ﹤0.01% 1938
2019
Q3 		$4.75M Hold
50,000
– – ﹤0.01% 1800
2019
Q2 		$4.17M Buy
+50,000
New +$4.01M ﹤0.01% 1882
2018
Q3 		– Sell
-146,400
Closed -$9.46M – 4011
2018
Q2 		$9.46M Buy
+146,400
New +$9.1M 0.01% 1272

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Credit Suisse's WEC Position: Q1 2024 in Review

Credit Suisse reduced its WEC Energy (WEC) stake by 1.6% in Q1 2024, selling an estimated $440K and leaving 336,987 shares worth $27.7M. The position accounts for 0.03% of the portfolio, ranked #544.

Credit Suisse first reported a position in WEC in Q2 2013 and has held it in 44 quarters since. The position peaked at $57.3M in Q1 2020. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Credit Suisse held 336,987 shares of WEC Energy worth $27.7M as of Q1 2024.
  • Credit Suisse sold 5,476 WEC Energy shares in Q1 2024, an estimated $440K.
  • WEC Energy made up 0.03% of Credit Suisse's portfolio in Q1 2024, its #544 holding.
  • Credit Suisse first reported a position in WEC Energy in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's WEC Energy position peaked at $57.3M in Q1 2020.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.