JWM
JGP Wealth Management’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Hold |
2,670
| – | – | 0.03% | 173 |
|
|
2025
Q1 | $291K | Sell |
2,670
-247
| -8% | -$26.9K | 0.04% | 158 |
|
|
2024
Q4 | $274K | Sell |
2,917
-368
| -11% | -$34.6K | 0.04% | 161 |
|
|
2024
Q3 | $316K | Sell |
3,285
-790
| -19% | -$76K | 0.04% | 147 |
|
|
2024
Q2 | $320K | Sell |
4,075
-85,395
| -95% | -$6.7M | 0.05% | 144 |
|
|
2024
Q1 | $7.35M | Buy |
89,470
+5,551
| +7% | +$456K | 1.07% | 42 |
|
|
2023
Q4 | $7.06M | Buy |
83,919
+3,183
| +4% | +$268K | 1.05% | 37 |
|
|
2023
Q3 | $6.5M | Buy |
80,736
+2,323
| +3% | +$187K | 1.09% | 39 |
|
|
2023
Q2 | $6.92M | Buy |
78,413
+1,642
| +2% | +$145K | 1.13% | 38 |
|
|
2023
Q1 | $7.28M | Buy |
76,771
+1,523
| +2% | +$144K | 1.28% | 34 |
|
|
2022
Q4 | $7.06M | Buy |
75,248
+2,420
| +3% | +$227K | 1.3% | 34 |
|
|
2022
Q3 | $6.23M | Buy |
72,828
+1,967
| +3% | +$168K | 1.31% | 34 |
|
|
2022
Q2 | $7.18M | Buy |
70,861
+1,713
| +2% | +$173K | 1.45% | 31 |
|
|
2022
Q1 | $7.23M | Buy |
69,148
+5,117
| +8% | +$535K | 1.33% | 33 |
|
|
2021
Q4 | $6.21M | Buy |
64,031
+3,484
| +6% | +$338K | 1.16% | 35 |
|
|
2021
Q3 | $5.34M | Buy |
60,547
+1,034
| +2% | +$91.2K | 1.15% | 34 |
|
|
2021
Q2 | $5.29M | Buy |
59,513
+5,432
| +10% | +$483K | 1.14% | 36 |
|
|
2021
Q1 | $5.06M | Buy |
54,081
+845
| +2% | +$79.1K | 1.13% | 33 |
|
|
2020
Q4 | $4.62M | Buy |
53,236
+2,327
| +5% | +$202K | 1.07% | 35 |
|
|
2020
Q3 | $4.99M | Buy |
50,909
+1,494
| +3% | +$146K | 1.33% | 27 |
|
|
2020
Q2 | $4.39M | Buy |
49,415
+2,422
| +5% | +$215K | 1.29% | 29 |
|
|
2020
Q1 | $4.33M | Buy |
46,993
+658
| +1% | +$60.7K | 1.54% | 24 |
|
|
2019
Q4 | $4.23M | Buy |
46,335
+1,851
| +4% | +$169K | 1.25% | 35 |
|
|
2019
Q3 | $4.2M | Buy |
44,484
+557
| +1% | +$52.5K | 1.45% | 26 |
|
|
2019
Q2 | $3.66M | Buy |
43,927
+951
| +2% | +$79.3K | 1.3% | 36 |
|
|
2019
Q1 | $3.4M | Buy |
42,976
+456
| +1% | +$36.1K | 1.29% | 35 |
|
|
2018
Q4 | $2.95M | Buy |
42,520
+910
| +2% | +$63K | 1.22% | 35 |
|
|
2018
Q3 | $2.78M | Buy |
41,610
+515
| +1% | +$34.3K | 1.11% | 41 |
|
|
2018
Q2 | $2.66M | Buy |
+41,095
| New | +$2.66M | 1.11% | 42 |
|