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JFS Wealth Advisors’s WEC Energy WEC Stock Holding History

JFS Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.6K Buy
108
+2
+2% +$228 ﹤0.01% 913
2026
Q1 		$12.3K Sell
106
-59
-36% -$6.63K ﹤0.01% 872
2025
Q4 		$17.4K Buy
165
+68
+70% +$7.53K ﹤0.01% 790
2025
Q3 		$11.1K Hold
97
– – ﹤0.01% 868
2025
Q2 		$10.1K Hold
97
– – ﹤0.01% 863
2025
Q1 		$10.6K Buy
97
+4
+4% +$409 ﹤0.01% 869
2024
Q4 		$8.75K Sell
93
-96
-51% -$9.31K ﹤0.01% 889
2024
Q3 		$18.2K Buy
189
+108
+133% +$9.57K ﹤0.01% 666
2024
Q2 		$6.36K Sell
81
-18
-18% -$1.46K ﹤0.01% 962
2024
Q1 		$8.13K Sell
99
-97
-49% -$7.8K ﹤0.01% 886
2023
Q4 		$16.5K Buy
196
+148
+308% +$12.2K ﹤0.01% 634
2023
Q3 		$3.87K Sell
48
-36
-43% -$3.13K ﹤0.01% 1109
2023
Q2 		$7.41K Sell
84
-15
-15% -$1.39K ﹤0.01% 836
2023
Q1 		$9.38K Buy
99
+7
+8% +$648 ﹤0.01% 739
2022
Q4 		$8.63K Sell
92
-15
-14% -$1.39K ﹤0.01% 765
2022
Q3 		$10K Sell
107
-13
-11% -$1.33K ﹤0.01% 742
2022
Q2 		$12K Buy
120
+44
+58% +$4.46K ﹤0.01% 726
2022
Q1 		$8K Buy
76
+49
+181% +$4.63K ﹤0.01% 889
2021
Q4 		$3K Buy
+27
New +$2.47K ﹤0.01% 1003
2018
Q3 		– Sell
-134
Closed -$9K – 550
2018
Q2 		$9K Buy
+134
New +$8.33K ﹤0.01% 378
2016
Q2 		– Sell
-2
Closed – – 624
2016
Q1 		$0 Buy
+2
New +$112 ﹤0.01% 664
2015
Q3 		– Sell
-13
Closed -$1K – 577
2015
Q2 		$1K Hold
13
– – ﹤0.01% 496
2015
Q1 		$1K Hold
13
– – ﹤0.01% 497
2014
Q4 		$1K Hold
13
– – ﹤0.01% 509
2014
Q3 		$1K Sell
13
-2
-13% -$89 ﹤0.01% 468
2014
Q2 		$1K Buy
+15
New +$697 ﹤0.01% 462

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

JFS Wealth Advisors's WEC Position: Q2 2026 in Review

JFS Wealth Advisors increased its WEC Energy (WEC) stake by 1.9% in Q2 2026, buying an estimated $228 and bringing the position to 108 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

JFS Wealth Advisors first reported a position in WEC in Q2 2014 and has held it in 26 quarters since. The position peaked at $18.2K in Q3 2024. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • JFS Wealth Advisors held 108 shares of WEC Energy worth $12.6K as of Q2 2026.
  • JFS Wealth Advisors bought 2 WEC Energy shares in Q2 2026, an estimated $228.
  • WEC Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #913 holding.
  • JFS Wealth Advisors first reported a position in WEC Energy in Q2 2014 and has held it in 26 quarters since.
  • JFS Wealth Advisors's WEC Energy position peaked at $18.2K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.