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JPL Wealth Management’s WEC Energy WEC Stock Holding History

JPL Wealth Management’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 		$53K Buy
+458
New +$51.5K 0.01% 229
2025
Q4 		– Sell
-628
Closed -$72K – 1123
2025
Q3 		$72K Buy
+628
New +$68.1K 0.02% 209

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

JPL Wealth Management's WEC Position: Q1 2026 in Review

JPL Wealth Management opened a new position in WEC Energy (WEC) in Q1 2026: 458 shares worth $53K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WEC as recently as Q3 2025.

JPL Wealth Management first reported a position in WEC in Q3 2025 and has held it in 2 quarters since. The position peaked at $72K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • JPL Wealth Management held 458 shares of WEC Energy worth $53K as of Q1 2026.
  • WEC Energy was a new JPL Wealth Management position in Q1 2026.
  • WEC Energy made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #229 holding.
  • JPL Wealth Management first reported a position in WEC Energy in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's WEC Energy position peaked at $72K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.