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TD Private Client Wealth’s WEC Energy WEC Stock Holding History

TD Private Client Wealth’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
Q1 		$5.9M Buy
50,986
+19,850
+64% +$2.23M 0.12% 117
2025
Q4 		$3.28M Sell
31,136
-4,652
-13% -$515K 0.07% 184
2025
Q3 		$4.1M Buy
35,788
+5,472
+18% +$593K 0.09% 155
2025
Q2 		$3.16M Sell
30,316
-1,228
-4% -$131K 0.08% 185
2025
Q1 		$3.44M Buy
31,544
+1,313
+4% +$134K 0.09% 151
2024
Q4 		$2.84M Buy
30,231
+274
+0.9% +$26.6K 0.08% 176
2024
Q3 		$2.88M Buy
29,957
+13,797
+85% +$1.22M 0.08% 185
2024
Q2 		$1.27M Sell
16,160
-13,910
-46% -$1.13M 0.04% 313
2024
Q1 		$2.47M Sell
30,070
-1,855
-6% -$149K 0.08% 197
2023
Q4 		$2.69M Buy
31,925
+27,301
+590% +$2.25M 0.1% 175
2023
Q3 		$372K Sell
4,624
-3,068
-40% -$267K 0.02% 452
2023
Q2 		$679K Sell
7,692
-27
-0.3% -$2.5K 0.03% 401
2023
Q1 		$732K Buy
7,719
+847
+12% +$78.4K 0.03% 377
2022
Q4 		$644K Sell
6,872
-281
-4% -$26K 0.03% 388
2022
Q3 		$640K Sell
7,153
-84
-1% -$8.58K 0.03% 375
2022
Q2 		$728K Sell
7,237
-140
-2% -$14.2K 0.04% 364
2022
Q1 		$736K Sell
7,377
-19,353
-72% -$1.83M 0.03% 376
2021
Q4 		$2.59M Sell
26,730
-748
-3% -$68.4K 0.11% 196
2021
Q3 		$2.42M Buy
27,478
+2,014
+8% +$189K 0.1% 197
2021
Q2 		$2.27M Buy
25,464
+834
+3% +$78.6K 0.1% 217
2021
Q1 		$2.31M Sell
24,630
-1,733
-7% -$151K 0.11% 202
2020
Q4 		$2.43M Sell
26,363
-885
-3% -$86.1K 0.12% 179
2020
Q3 		$2.64M Sell
27,248
-49
-0.2% -$4.57K 0.15% 152
2020
Q2 		$2.39M Buy
27,297
+2,107
+8% +$190K 0.14% 160
2020
Q1 		$2.22M Sell
25,190
-22,452
-47% -$2.16M 0.16% 135
2019
Q4 		$4.39M Buy
+47,642
New +$4.34M 0.26% 88

Other funds holding WEC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TD Private Client Wealth's WEC Position: Q1 2026 in Review

TD Private Client Wealth increased its WEC Energy (WEC) stake by 64% in Q1 2026, buying an estimated $2.23M and bringing the position to 50,986 shares worth $5.9M. The position accounts for 0.12% of the portfolio, ranked #117.

TD Private Client Wealth first reported a position in WEC in Q4 2019 and has held it in 26 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • TD Private Client Wealth held 50,986 shares of WEC Energy worth $5.9M as of Q1 2026.
  • TD Private Client Wealth bought 19,850 WEC Energy shares in Q1 2026, an estimated $2.23M.
  • WEC Energy made up 0.12% of TD Private Client Wealth's portfolio in Q1 2026, its #117 holding.
  • TD Private Client Wealth first reported a position in WEC Energy in Q4 2019 and has held it in 26 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.