JNBA Financial 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 | $150K | Hold |
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|
2025
Q2 | $137K | Hold |
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|
2025
Q1 | $143K | Hold |
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|
2024
Q4 | $123K | Sell |
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|
2024
Q3 | $131K | Hold |
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|
2024
Q2 | $107K | Hold |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $115K | Sell |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $121K | Hold |
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|
2023
Q1 | $130K | Sell |
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|
2022
Q4 | $145K | Hold |
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|
2022
Q3 | $138K | Sell |
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|
2022
Q2 | $164K | Hold |
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|
2022
Q1 | $163K | Hold |
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|
2021
Q4 | $158K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $145K | Hold |
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|
2021
Q1 | $153K | Hold |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $158K | Hold |
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|
2020
Q2 | $143K | Hold |
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|
2020
Q1 | $144K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $155K | Buy |
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|
2019
Q2 | $121K | Hold |
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|
2019
Q1 | $114K | Hold |
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|
2018
Q4 | $100K | Buy |
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|
2018
Q3 | $21K | Sell |
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|
2018
Q2 | $94K | Hold |
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|
2018
Q1 | $91K | Hold |
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|
2017
Q4 | $96K | Hold |
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|
2017
Q3 | $91K | Hold |
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|
2017
Q2 | $89K | Hold |
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|
2017
Q1 | $88K | Hold |
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|
2016
Q4 | $85K | Buy |
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|
2016
Q3 | $34K | Sell |
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|
2016
Q2 | $106K | Hold |
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|
2016
Q1 | $98K | Sell |
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|
2015
Q4 | $93K | Sell |
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|
2015
Q3 | $99K | Hold |
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|
2015
Q2 | $85K | Buy |
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|
2015
Q1 | $76K | Hold |
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|
2014
Q4 | $81K | Sell |
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|
2014
Q3 | $70K | Hold |
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|
2014
Q2 | $76K | Hold |
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|
2014
Q1 | $76K | Hold |
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|
2013
Q4 | $67K | Sell |
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|
2013
Q3 | $70K | Hold |
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|
2013
Q2 | $71K | Buy |
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