JP Morgan Chase
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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase's WEC Position: Q2 2026 in Review

JP Morgan Chase reduced its WEC Energy (WEC) stake by 6.6% in Q2 2026, selling an estimated $41.7M and leaving 5,161,378 shares worth $611M. The position accounts for 0.03% of the portfolio, ranked #401.

JP Morgan Chase first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $637M in Q1 2026. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • JP Morgan Chase held 5,161,378 shares of WEC Energy worth $611M as of Q2 2026.
  • JP Morgan Chase sold 365,315 WEC Energy shares in Q2 2026, an estimated $41.7M.
  • WEC Energy made up 0.03% of JP Morgan Chase's portfolio in Q2 2026, its #401 holding.
  • JP Morgan Chase first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's WEC Energy position peaked at $637M in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.