JNBA Financial Advisors’s WEC Energy WEC Stock Holding History

JNBA Financial Advisors’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$137K	Hold	1,313	–	–	0.01%	196
2025 Q1	$143K	Hold	1,313	–	–	0.01%	192
2024 Q4	$123K	Sell	1,313 -52	-4%	-$4.89K	0.01%	199
2024 Q3	$131K	Hold	1,365	–	–	0.01%	206
2024 Q2	$107K	Hold	1,365	–	–	0.01%	218
2024 Q1	$112K	Hold	1,365	–	–	0.01%	219
2023 Q4	$115K	Sell	1,365 -17	-1%	-$1.43K	0.01%	220
2023 Q3	$111K	Buy	1,382 +9	+0.7%	+$725	0.01%	215
2023 Q2	$121K	Hold	1,373	–	–	0.01%	211
2023 Q1	$130K	Sell	1,373 -172	-11%	-$16.3K	0.02%	215
2022 Q4	$145K	Hold	1,545	–	–	0.02%	200
2022 Q3	$138K	Sell	1,545 -87	-5%	-$7.77K	0.02%	204
2022 Q2	$164K	Hold	1,632	–	–	0.02%	196
2022 Q1	$163K	Hold	1,632	–	–	0.02%	201
2021 Q4	$158K	Hold	1,632	–	–	0.02%	207
2021 Q3	$144K	Hold	1,632	–	–	0.02%	212
2021 Q2	$145K	Hold	1,632	–	–	0.02%	209
2021 Q1	$153K	Hold	1,632	–	–	0.02%	201
2020 Q4	$150K	Hold	1,632	–	–	0.02%	188
2020 Q3	$158K	Hold	1,632	–	–	0.03%	169
2020 Q2	$143K	Hold	1,632	–	–	0.03%	169
2020 Q1	$144K	Hold	1,632	–	–	0.03%	160
2019 Q4	$151K	Hold	1,632	–	–	0.03%	160
2019 Q3	$155K	Buy	1,632 +185	+13%	+$17.6K	0.03%	156
2019 Q2	$121K	Hold	1,447	–	–	0.02%	174
2019 Q1	$114K	Hold	1,447	–	–	0.02%	170
2018 Q4	$100K	Buy	1,447 +1,133	+361%	+$78.3K	0.02%	160
2018 Q3	$21K	Sell	314 -1,133	-78%	-$75.8K	0.01%	308
2018 Q2	$94K	Hold	1,447	–	–	0.02%	178
2018 Q1	$91K	Hold	1,447	–	–	0.02%	175
2017 Q4	$96K	Hold	1,447	–	–	0.02%	179
2017 Q3	$91K	Hold	1,447	–	–	0.02%	167
2017 Q2	$89K	Hold	1,447	–	–	0.02%	166
2017 Q1	$88K	Hold	1,447	–	–	0.02%	167
2016 Q4	$85K	Buy	1,447 +873	+152%	+$51.3K	0.02%	172
2016 Q3	$34K	Sell	574 -1,053	-65%	-$62.4K	0.01%	645
2016 Q2	$106K	Hold	1,627	–	–	0.03%	158
2016 Q1	$98K	Sell	1,627 -177	-10%	-$10.7K	0.04%	152
2015 Q4	$93K	Sell	1,804 -96	-5%	-$4.95K	0.04%	151
2015 Q3	$99K	Hold	1,900	–	–	0.04%	136
2015 Q2	$85K	Buy	1,900 +357	+23%	+$16K	0.03%	147
2015 Q1	$76K	Hold	1,543	–	–	0.03%	153
2014 Q4	$81K	Sell	1,543 -87	-5%	-$4.57K	0.03%	153
2014 Q3	$70K	Hold	1,630	–	–	0.03%	165
2014 Q2	$76K	Hold	1,630	–	–	0.04%	151
2014 Q1	$76K	Hold	1,630	–	–	0.04%	141
2013 Q4	$67K	Sell	1,630 -98	-6%	-$4.03K	0.04%	152
2013 Q3	$70K	Hold	1,728	–	–	0.04%	140
2013 Q2	$71K	Buy	+1,728	New	+$71K	0.05%	131