JPMorgan Chase & Co’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552M Buy
5,297,386
+193,782
+4% +$20.2M 0.04% 372
2025
Q1
$556M Buy
5,103,604
+726,267
+17% +$79.1M 0.04% 344
2024
Q4
$412M Sell
4,377,337
-429,023
-9% -$40.3M 0.03% 402
2024
Q3
$462M Buy
4,806,360
+699,177
+17% +$67.2M 0.04% 389
2024
Q2
$322M Sell
4,107,183
-647,341
-14% -$50.8M 0.03% 450
2024
Q1
$390M Buy
4,754,524
+586,761
+14% +$48.2M 0.03% 427
2023
Q4
$351M Sell
4,167,763
-127,966
-3% -$10.8M 0.03% 417
2023
Q3
$346M Buy
4,295,729
+142,412
+3% +$11.5M 0.04% 379
2023
Q2
$366M Sell
4,153,317
-1,341,025
-24% -$118M 0.04% 365
2023
Q1
$521M Sell
5,494,342
-544,191
-9% -$51.6M 0.06% 284
2022
Q4
$566M Buy
6,038,533
+590,838
+11% +$55.4M 0.07% 249
2022
Q3
$487M Buy
5,447,695
+47,337
+0.9% +$4.23M 0.07% 257
2022
Q2
$543M Buy
5,400,358
+683,031
+14% +$68.7M 0.08% 237
2022
Q1
$471M Buy
4,717,327
+37,524
+0.8% +$3.75M 0.06% 301
2021
Q4
$454M Sell
4,679,803
-52,104
-1% -$5.06M 0.05% 335
2021
Q3
$417M Buy
4,731,907
+639,383
+16% +$56.4M 0.05% 342
2021
Q2
$364M Buy
4,092,524
+149,719
+4% +$13.3M 0.04% 400
2021
Q1
$369M Buy
3,942,805
+250,004
+7% +$23.4M 0.05% 360
2020
Q4
$340M Sell
3,692,801
-69,385
-2% -$6.39M 0.05% 347
2020
Q3
$364M Buy
3,762,186
+55,278
+1% +$5.34M 0.06% 288
2020
Q2
$325M Sell
3,706,908
-41,838
-1% -$3.67M 0.06% 290
2020
Q1
$330M Sell
3,748,746
-1,667,565
-31% -$147M 0.08% 249
2019
Q4
$500M Sell
5,416,311
-680,062
-11% -$62.7M 0.09% 218
2019
Q3
$580M Buy
6,096,373
+40,305
+0.7% +$3.83M 0.12% 182
2019
Q2
$503M Sell
6,056,068
-203,366
-3% -$16.9M 0.1% 209
2019
Q1
$495M Sell
6,259,434
-692,482
-10% -$54.8M 0.1% 206
2018
Q4
$481M Sell
6,951,916
-2,047,815
-23% -$142M 0.11% 189
2018
Q3
$601M Buy
8,999,731
+1,336,719
+17% +$89.2M 0.12% 179
2018
Q2
$495M Buy
7,663,012
+719,552
+10% +$46.5M 0.1% 196
2018
Q1
$435M Sell
6,943,460
-478,369
-6% -$30M 0.09% 227
2017
Q4
$493M Buy
7,421,829
+1,652,009
+29% +$110M 0.1% 205
2017
Q3
$364M Buy
5,769,820
+7,044
+0.1% +$445K 0.08% 253
2017
Q2
$354M Buy
5,762,776
+103,009
+2% +$6.32M 0.08% 250
2017
Q1
$343M Sell
5,659,767
-111,137
-2% -$6.74M 0.08% 241
2016
Q4
$338M Buy
5,770,904
+366,605
+7% +$21.5M 0.08% 240
2016
Q3
$324M Buy
5,404,299
+837,177
+18% +$50.1M 0.08% 249
2016
Q2
$298M Buy
4,567,122
+617,904
+16% +$40.3M 0.07% 265
2016
Q1
$237M Sell
3,949,218
-627,230
-14% -$37.7M 0.06% 316
2015
Q4
$235M Buy
4,576,448
+51,914
+1% +$2.66M 0.06% 326
2015
Q3
$236M Sell
4,524,534
-98,171
-2% -$5.13M 0.06% 305
2015
Q2
$208M Buy
4,622,705
+24,041
+0.5% +$1.08M 0.05% 372
2015
Q1
$228M Buy
4,598,664
+435,787
+10% +$21.6M 0.05% 365
2014
Q4
$220M Sell
4,162,877
-1,290,133
-24% -$68M 0.05% 380
2014
Q3
$234M Buy
5,453,010
+1,930,868
+55% +$83M 0.06% 358
2014
Q2
$165M Sell
3,522,142
-491,681
-12% -$23.1M 0.04% 429
2014
Q1
$187M Sell
4,013,823
-153,519
-4% -$7.15M 0.05% 381
2013
Q4
$172M Sell
4,167,342
-577,953
-12% -$23.9M 0.05% 367
2013
Q3
$192M Buy
4,745,295
+476,221
+11% +$19.2M 0.06% 329
2013
Q2
$175M Buy
+4,269,074
New +$175M 0.06% 328