JPMorgan Mid Cap Value Fund WEC Holdings History
JPMorgan Mid Cap Value Fund's WEC Energy Group Inc Holding Summary
As of 2025-03-31, JP MORGAN FLEMING MUTUAL FUND GROUP INC held 2.25 Mil shares of WEC Energy Group Inc(WEC), totaling $244.78 Mil. This investment constitutes 2.03% of their stock portfolio, and JP MORGAN FLEMING MUTUAL FUND GROUP INC now holds 0.7% of the outstanding WEC Energy Group Inc(WEC) stock.
The initial trade took place in 2019Q3. And since then JPMorgan Mid Cap Value Fund has made 4 purchases of WEC, at an average price of $90.49, for a total of 4.51 Mil shares. In addition, there have been 10 sales at an average price of $93.73 for 2.27 Mil shares. Based on historical transaction data and WEC's current price of $105.51, JPMorgan Mid Cap Value Fund's estimated gain on his WEC holdings is $41.08 Mil, reflecting a 10.06% gain to date.
JPMorgan Mid Cap Value Fund WEC ($105.51) Holding Chart
JPMorgan Mid Cap Value Fund WEC ($105.51) 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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