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JP Morgan Private Wealth Advisors’s WEC Energy WEC Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$4.74M Sell
58,786
-3,201
-5% -$278K 0.01% 513
2023
Q2 		$5.47M Sell
61,987
-43,847
-41% -$4.05M 0.03% 326
2023
Q1 		$10M Buy
105,834
+18,934
+22% +$1.75M 0.02% 427
2022
Q4 		$8.15M Buy
86,900
+23,972
+38% +$2.22M 0.02% 467
2022
Q3 		$5.63M Buy
62,928
+4,037
+7% +$412K 0.01% 529
2022
Q2 		$5.93M Sell
58,891
-2,281
-4% -$231K 0.02% 526
2022
Q1 		$6.11M Buy
61,172
+9,126
+18% +$862K 0.01% 561
2021
Q4 		$5.05M Buy
52,046
+19,652
+61% +$1.8M 0.01% 607
2021
Q3 		$2.86M Sell
32,394
-2,121
-6% -$199K 0.01% 758
2021
Q2 		$3.07M Buy
34,515
+4,266
+14% +$402K 0.01% 722
2021
Q1 		$2.83M Sell
30,249
-5,027
-14% -$438K 0.01% 653
2020
Q4 		$3.25M Buy
35,276
+1,582
+5% +$154K 0.01% 592
2020
Q3 		$3.27M Buy
33,694
+932
+3% +$86.8K 0.01% 525
2020
Q2 		$2.87M Sell
32,762
-5,458
-14% -$492K 0.01% 491
2020
Q1 		$3.37M Sell
38,220
-1,798
-4% -$173K 0.02% 432
2019
Q4 		$3.69M Buy
40,018
+638
+2% +$58.2K 0.02% 487
2019
Q3 		$3.75M Buy
39,380
+2,341
+6% +$211K 0.02% 466
2019
Q2 		$3.09M Sell
37,039
-909
-2% -$72.9K 0.02% 498
2019
Q1 		$3M Buy
37,948
+2,083
+6% +$155K 0.02% 531
2018
Q4 		$2.48M Buy
35,865
+1,417
+4% +$99.5K 0.02% 528
2018
Q3 		$2.3M Sell
34,448
-27,886
-45% -$1.86M 0.01% 591
2018
Q2 		$4.03M Buy
62,334
+10,493
+20% +$652K 0.02% 446
2018
Q1 		$3.25M Buy
51,841
+15,976
+45% +$991K 0.02% 400
2017
Q4 		$2.38M Buy
35,865
+1,510
+4% +$101K 0.02% 452
2017
Q3 		$2.16M Buy
34,355
+2,948
+9% +$188K 0.02% 448
2017
Q2 		$1.93M Sell
31,407
-82
-0.3% -$5.07K 0.01% 469
2017
Q1 		$1.91M Sell
31,489
-267
-0.8% -$15.7K 0.01% 476
2016
Q4 		$1.86M Buy
31,756
+2,631
+9% +$151K 0.02% 449
2016
Q3 		$1.74M Buy
29,125
+4,585
+19% +$286K 0.02% 464
2016
Q2 		$1.6M Buy
24,540
+15,737
+179% +$946K 0.02% 493
2016
Q1 		$528K Buy
8,803
+3,789
+76% +$212K 0.01% 743
2015
Q4 		$257K Buy
5,014
+53
+1% +$2.71K ﹤0.01% 929
2015
Q3 		$259K Sell
4,961
-1,442
-23% -$70.1K ﹤0.01% 845
2015
Q2 		$288K Sell
6,403
-1,468
-19% -$70.5K ﹤0.01% 860
2015
Q1 		$390K Sell
7,871
-513
-6% -$26.8K ﹤0.01% 798
2014
Q4 		$442K Buy
8,384
+2,008
+31% +$98.5K 0.01% 760
2014
Q3 		$274K Sell
6,376
-394
-6% -$17.5K ﹤0.01% 875
2014
Q2 		$318K Sell
6,770
-987
-13% -$45.9K 0.01% 701
2014
Q1 		$361K Buy
7,757
+1,185
+18% +$51.1K 0.01% 673
2013
Q4 		$272K Hold
6,572
– – 0.01% 545
2013
Q3 		$265K Buy
+6,572
New +$274K 0.01% 531

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $344B AUM 42.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WEC Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its WEC Energy (WEC) stake by 5.2% in Q3 2023, selling an estimated $278K and leaving 58,786 shares worth $4.74M. The position accounts for 0.01% of the portfolio, ranked #513.

JP Morgan Private Wealth Advisors first reported a position in WEC in Q3 2013 and has held it in 41 quarters since. The position peaked at $10M in Q1 2023. 991 funds tracked by Wall St. Rank hold WEC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 58,786 shares of WEC Energy worth $4.74M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 3,201 WEC Energy shares in Q3 2023, an estimated $278K.
  • WEC Energy made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #513 holding.
  • JP Morgan Private Wealth Advisors first reported a position in WEC Energy in Q3 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's WEC Energy position peaked at $10M in Q1 2023.
  • 991 funds tracked by Wall St. Rank held WEC Energy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.