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Disclosery

Chevy Chase Trust Holdings, LLC: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on WEC, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 161,041 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,041 shares
    Change vs previous 13F -3,338 shares

    0.05% of the 13F portfolio, value $18,804,757.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 164,379 shares
    Change vs previous 13F -2,423 shares

    0.05% of the 13F portfolio, value $19,030,157.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 166,802 shares
    Change vs previous 13F +857 shares

    0.05% of the 13F portfolio, value $17,590,939.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 165,945 shares
    Change vs previous 13F -4,342 shares

    0.05% of the 13F portfolio, value $19,015,638.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 170,287 shares
    Change vs previous 13F +1,979 shares

    0.05% of the 13F portfolio, value $17,743,905.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 168,308 shares
    Change vs previous 13F +640 shares

    0.06% of the 13F portfolio, value $18,342,206.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 167,668 shares
    Change vs previous 13F -3,597 shares

    0.05% of the 13F portfolio, value $15,767,498.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 171,265 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,472,267.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).