J.W. Cole Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.21M | Buy |
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|
2025
Q2 | $2.6M | Buy |
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|
2025
Q1 | $2.68M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $219K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | $201K | Sell |
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|
2020
Q3 | $1.55M | Buy |
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