JP Morgan Chase’s WEC Energy WEC Stock Holding History

JP Morgan Chase’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
2019 Q2	–	Sell	-132,200	Closed	-$10.5M	–	6041
2019 Q1	$10.5M	Buy	+132,200	New	+$9.81M	﹤0.01%	2008

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase's WEC Position: Q1 2026 in Review

JP Morgan Chase increased its WEC Energy (WEC) stake by 26% in Q1 2026, buying an estimated $130M and bringing the position to 5,526,693 shares worth $637M. The position accounts for 0.04% of the portfolio, ranked #364.

JP Morgan Chase first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. 1,376 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

JP Morgan Chase held 5,526,693 shares of WEC Energy worth $637M as of Q1 2026.
JP Morgan Chase bought 1,154,929 WEC Energy shares in Q1 2026, an estimated $130M.
WEC Energy made up 0.04% of JP Morgan Chase's portfolio in Q1 2026, its #364 holding.
JP Morgan Chase first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
1,376 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.