Fiera Capital (Canada)
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Fiera Capital (Canada)’s WEC Energy WEC Stock Holding History

Fiera Capital (Canada)’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
2023
Q2 		– Sell
-6,645
Closed -$630K – 527
2023
Q1 		$630K Sell
6,645
-325
-5% -$30.1K ﹤0.01% 404
2022
Q4 		$654K Buy
6,970
+950
+16% +$87.8K ﹤0.01% 401
2022
Q3 		$538K Sell
6,020
-1,475
-20% -$151K ﹤0.01% 467
2022
Q2 		$754K Sell
7,495
-2,025
-21% -$205K ﹤0.01% 460
2022
Q1 		$950K Buy
9,520
+1,735
+22% +$164K ﹤0.01% 434
2021
Q4 		$756K Buy
7,785
+4,765
+158% +$436K ﹤0.01% 454
2021
Q3 		$266K Sell
3,020
-2,005
-40% -$188K ﹤0.01% 541
2021
Q2 		$447K Buy
+5,025
New +$473K ﹤0.01% 515
2020
Q1 		– Sell
-3,469
Closed -$320K – 702
2019
Q4 		$320K Buy
+3,469
New +$316K ﹤0.01% 571

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiera Capital (Canada)'s WEC Position: Q2 2023 in Review

Fiera Capital (Canada) sold out of WEC Energy (WEC) in Q2 2023, closing a stake of 6,645 shares — an estimated $630K sold.

Fiera Capital (Canada) first reported a position in WEC in Q4 2019 and held it in 9 quarters. The position peaked at $950K in Q1 2022. 1,026 funds tracked by Wall St. Rank hold WEC as of Q2 2023.

  • Fiera Capital (Canada) reported no remaining WEC Energy position as of Q2 2023 after selling out during the quarter.
  • Fiera Capital (Canada) sold 6,645 WEC Energy shares in Q2 2023, an estimated $630K.
  • Fiera Capital (Canada) first reported a position in WEC Energy in Q4 2019 and held it in 9 quarters.
  • Fiera Capital (Canada)'s WEC Energy position peaked at $950K in Q1 2022.
  • 1,026 funds tracked by Wall St. Rank held WEC Energy as of Q2 2023.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2023, filed 9 Aug 2023.