JPMorgan Insurance Trust Mid Cap Value Portfolio WEC Holdings History
JPMorgan Insurance Trust Mid Cap Value Portfolio's WEC Energy Group Inc Holding Summary
As of 2023-03-31, JPMORGAN INSURANCE TRUST held 78,080.00 shares of WEC Energy Group Inc(WEC), totaling $7.40 Mil. This investment constitutes 1.74% of their stock portfolio, and JPMORGAN INSURANCE TRUST now holds 0.02% of the outstanding WEC Energy Group Inc(WEC) stock.
The initial trade took place in 2019Q3. And since then JPMorgan Insurance Trust Mid Cap Value Portfolio has made 4 purchases of WEC, at an average price of $90.62, for a total of 132,470.00 shares. In addition, there have been 5 sales at an average price of $94.74 for 54,390.00 shares. Based on historical transaction data and WEC's current price of $109.54, JPMorgan Insurance Trust Mid Cap Value Portfolio's estimated gain on his WEC holdings is $1.70 Mil, reflecting a 14.17% gain to date.
JPMorgan Insurance Trust Mid Cap Value Portfolio WEC ($109.54) Holding Chart
JPMorgan Insurance Trust Mid Cap Value Portfolio WEC ($109.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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