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 |
|