Jump Financial’s WEC Energy WEC Stock Holding History

Jump Financial’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 Q2	$572K	Sell	4,900 -37,768	-89%	-$4.31M	﹤0.01%	1413
2026 Q1	$4.94M	Buy	+42,668	New	+$4.79M	0.07%	362
2025 Q4	–	Sell	-7,083	Closed	-$812K	–	2334
2025 Q3	$812K	Buy	7,083 +5,050	+248%	+$547K	0.01%	1098
2025 Q2	$212K	Sell	2,033 -11,783	-85%	-$1.25M	﹤0.01%	1591
2025 Q1	$1.51M	Buy	13,816 +1,364	+11%	+$139K	0.02%	678
2024 Q4	$1.17M	Buy	12,452 +7,322	+143%	+$710K	0.02%	696
2024 Q3	$493K	Sell	5,130 -2,648	-34%	-$235K	0.01%	1113
2024 Q2	$610K	Sell	7,778 -42,634	-85%	-$3.46M	0.01%	1052
2024 Q1	$4.14M	Sell	50,412 -34,688	-41%	-$2.79M	0.11%	178
2023 Q4	$7.16M	Buy	+85,100	New	+$7.01M	0.23%	68
2023 Q2	–	Sell	-2,320	Closed	-$220K	–	2206
2023 Q1	$220K	Sell	2,320 -5,659	-71%	-$524K	0.01%	1268
2022 Q4	$748K	Buy	+7,979	New	+$737K	0.04%	609
2022 Q3	–	Sell	-20,873	Closed	-$2.1M	–	2020
2022 Q2	$2.1M	Sell	20,873 -21,704	-51%	-$2.2M	0.09%	296
2022 Q1	$4.25M	Buy	+42,577	New	+$4.02M	0.18%	94
2021 Q4	–	Sell	-8,400	Closed	-$741K	–	1758
2021 Q3	$741K	Buy	+8,400	New	+$788K	0.05%	369
2021 Q2	–	Sell	-2,343	Closed	-$219K	–	1416
2021 Q1	$219K	Sell	2,343 -3,527	-60%	-$307K	0.02%	734
2020 Q4	$540K	Buy	+5,870	New	+$571K	0.09%	359

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jump Financial's WEC Position: Q2 2026 in Review

Jump Financial reduced its WEC Energy (WEC) stake by 89% in Q2 2026, selling an estimated $4.31M and leaving 4,900 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Jump Financial first reported a position in WEC in Q4 2020 and has held it in 17 quarters since. The position peaked at $7.16M in Q4 2023. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Jump Financial held 4,900 shares of WEC Energy worth $572K as of Q2 2026.
Jump Financial sold 37,768 WEC Energy shares in Q2 2026, an estimated $4.31M.
WEC Energy made up ﹤0.01% of Jump Financial's portfolio in Q2 2026, its #1413 holding.
Jump Financial first reported a position in WEC Energy in Q4 2020 and has held it in 17 quarters since.
Jump Financial's WEC Energy position peaked at $7.16M in Q4 2023.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.