Number of Shares
78,080.00
Current Holdings Value*
$7.40 Mil
% of Portfolio
1.74%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
14.53%

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 $110.10, JPMorgan Insurance Trust Mid Cap Value Portfolio's estimated gain on his WEC holdings is $1.74 Mil, reflecting a 14.53% gain to date.

JPMorgan Insurance Trust Mid Cap Value Portfolio WEC ($110.10) Holding Chart

JPMorgan Insurance Trust Mid Cap Value Portfolio WEC ($110.10) 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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