JFS Wealth Advisors
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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
Q3 		$10.4K Sell
103
-5
-5% -$544 ﹤0.01% 961
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% +$9.6K ﹤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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JFS Wealth Advisors's WEC Position: Q3 2026 in Review

JFS Wealth Advisors reduced its WEC Energy (WEC) stake by 4.6% in Q3 2026, selling an estimated $544 and leaving 103 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

JFS Wealth Advisors first reported a position in WEC in Q2 2014 and has held it in 27 quarters since. The position peaked at $18.2K in Q3 2024. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • JFS Wealth Advisors held 103 shares of WEC Energy worth $10.4K as of Q3 2026.
  • JFS Wealth Advisors sold 5 WEC Energy shares in Q3 2026, an estimated $544.
  • WEC Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #961 holding.
  • JFS Wealth Advisors first reported a position in WEC Energy in Q2 2014 and has held it in 27 quarters since.
  • JFS Wealth Advisors's WEC Energy position peaked at $18.2K in Q3 2024.
  • 787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.