Chevy Chase Trust
WEC icon

Chevy Chase Trust’s WEC Energy WEC Stock Holding History

Chevy Chase Trust’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 		$19M Sell
164,379
-2,423
-1% -$272K 0.05% 280
2025
Q4 		$17.6M Buy
166,802
+857
+0.5% +$94.9K 0.05% 297
2025
Q3 		$19M Sell
165,945
-4,342
-3% -$471K 0.05% 275
2025
Q2 		$17.7M Buy
170,287
+1,979
+1% +$211K 0.05% 286
2025
Q1 		$18.3M Buy
168,308
+640
+0.4% +$65.4K 0.06% 270
2024
Q4 		$15.8M Sell
167,668
-3,597
-2% -$349K 0.05% 312
2024
Q3 		$16.5M Sell
171,265
-2,999
-2% -$266K 0.05% 309
2024
Q2 		$13.7M Sell
174,264
-2,679
-2% -$218K 0.04% 326
2024
Q1 		$14.5M Sell
176,943
-2,023
-1% -$163K 0.05% 320
2023
Q4 		$15.1M Sell
178,966
-1,217
-0.7% -$100K 0.05% 304
2023
Q3 		$14.5M Sell
180,183
-4,052
-2% -$352K 0.06% 289
2023
Q2 		$16.3M Sell
184,235
-1,893
-1% -$175K 0.06% 287
2023
Q1 		$17.6M Buy
186,128
+1,698
+0.9% +$157K 0.07% 262
2022
Q4 		$17.3M Sell
184,430
-11,385
-6% -$1.05M 0.07% 257
2022
Q3 		$17.5M Buy
195,815
+2,117
+1% +$216K 0.07% 249
2022
Q2 		$19.5M Sell
193,698
-508
-0.3% -$51.5K 0.08% 230
2022
Q1 		$19.4M Buy
194,206
+1,109
+0.6% +$105K 0.07% 264
2021
Q4 		$18.7M Sell
193,097
-4,624
-2% -$423K 0.06% 284
2021
Q3 		$17.4M Sell
197,721
-7,537
-4% -$707K 0.06% 284
2021
Q2 		$18.3M Sell
205,258
-10,705
-5% -$1.01M 0.06% 284
2021
Q1 		$20.2M Sell
215,963
-15,477
-7% -$1.35M 0.07% 260
2020
Q4 		$21.3M Sell
231,440
-6,901
-3% -$671K 0.08% 246
2020
Q3 		$23.1M Sell
238,341
-18,659
-7% -$1.74M 0.09% 200
2020
Q2 		$22.5M Sell
257,000
-14,330
-5% -$1.29M 0.09% 203
2020
Q1 		$23.9M Buy
271,330
+4,550
+2% +$438K 0.11% 179
2019
Q4 		$24.6M Buy
266,780
+138
+0.1% +$12.6K 0.09% 222
2019
Q3 		$25.4M Buy
266,642
+137
+0.1% +$12.3K 0.1% 212
2019
Q2 		$22.2M Buy
266,505
+255
+0.1% +$20.4K 0.09% 227
2019
Q1 		$20.9M Buy
266,250
+3,551
+1% +$263K 0.09% 240
2018
Q4 		$18.2M Buy
262,699
+604
+0.2% +$42.4K 0.09% 228
2018
Q3 		$17.5M Sell
262,095
-6,490
-2% -$433K 0.07% 283
2018
Q2 		$17.4M Sell
268,585
-1,239
-0.5% -$77K 0.08% 278
2018
Q1 		$16.9M Sell
269,824
-7,011
-3% -$435K 0.08% 280
2017
Q4 		$18.4M Sell
276,835
-1,882
-0.7% -$126K 0.08% 276
2017
Q3 		$17.5M Buy
278,717
+3,354
+1% +$214K 0.08% 280
2017
Q2 		$16.9M Sell
275,363
-285
-0.1% -$17.6K 0.08% 270
2017
Q1 		$16.7M Buy
275,648
+8,422
+3% +$496K 0.08% 269
2016
Q4 		$15.7M Buy
267,226
+249
+0.1% +$14.3K 0.08% 264
2016
Q3 		$16M Sell
266,977
-6,395
-2% -$399K 0.09% 263
2016
Q2 		$17.9M Buy
273,372
+3,278
+1% +$197K 0.1% 237
2016
Q1 		$16.2M Buy
270,094
+7,235
+3% +$405K 0.09% 252
2015
Q4 		$13.5M Buy
262,859
+1,734
+0.7% +$88.5K 0.08% 282
2015
Q3 		$13.6M Buy
261,125
+78,800
+43% +$3.83M 0.09% 272
2015
Q2 		$8.2M Buy
182,325
+3,240
+2% +$156K 0.05% 391
2015
Q1 		$8.87M Buy
179,085
+6,100
+4% +$319K 0.05% 373
2014
Q4 		$9.12M Sell
172,985
-1,595
-0.9% -$78.2K 0.06% 354
2014
Q3 		$7.51M Buy
174,580
+10,428
+6% +$463K 0.05% 394
2014
Q2 		$7.7M Buy
164,152
+382
+0.2% +$17.7K 0.05% 385
2014
Q1 		$7.62M Sell
163,770
-4,310
-3% -$186K 0.05% 373
2013
Q4 		$6.95M Buy
168,080
+6,003
+4% +$249K 0.05% 388
2013
Q3 		$6.54M Buy
162,077
+3,137
+2% +$131K 0.05% 377
2013
Q2 		$6.51M Buy
+158,940
New +$6.74M 0.06% 367

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

Chevy Chase Trust's WEC Position: Q1 2026 in Review

Chevy Chase Trust reduced its WEC Energy (WEC) stake by 1.5% in Q1 2026, selling an estimated $272K and leaving 164,379 shares worth $19M. The position accounts for 0.05% of the portfolio, ranked #280.

Chevy Chase Trust first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.4M in Q3 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Chevy Chase Trust held 164,379 shares of WEC Energy worth $19M as of Q1 2026.
  • Chevy Chase Trust sold 2,423 WEC Energy shares in Q1 2026, an estimated $272K.
  • WEC Energy made up 0.05% of Chevy Chase Trust's portfolio in Q1 2026, its #280 holding.
  • Chevy Chase Trust first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's WEC Energy position peaked at $25.4M in Q3 2019.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.