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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$194K	Hold	1,664	–	–	0.01%	197
2026 Q1	$193K	Buy	1,664 +416	+33%	+$46.7K	0.02%	188
2025 Q4	$132K	Sell	1,248 -65	-5%	-$7.2K	0.01%	211
2025 Q3	$150K	Hold	1,313	–	–	0.01%	192
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%	-$5.04K	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%	-$1.4K	0.01%	220
2023 Q3	$111K	Buy	1,382 +9	+0.7%	+$782	0.01%	215
2023 Q2	$121K	Hold	1,373	–	–	0.01%	211
2023 Q1	$130K	Sell	1,373 -172	-11%	-$15.9K	0.02%	215
2022 Q4	$145K	Hold	1,545	–	–	0.02%	200
2022 Q3	$138K	Sell	1,545 -87	-5%	-$8.89K	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%	+$16.7K	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%	+$79.6K	0.02%	160
2018 Q3	$21K	Sell	314 -1,133	-78%	-$75.5K	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%	+$50.1K	0.02%	172
2016 Q3	$34K	Sell	574 -1,053	-65%	-$65.7K	0.01%	645
2016 Q2	$106K	Hold	1,627	–	–	0.03%	158
2016 Q1	$98K	Sell	1,627 -177	-10%	-$9.91K	0.04%	152
2015 Q4	$93K	Sell	1,804 -96	-5%	-$4.9K	0.04%	151
2015 Q3	$99K	Hold	1,900	–	–	0.04%	136
2015 Q2	$85K	Buy	1,900 +357	+23%	+$17.1K	0.03%	147
2015 Q1	$76K	Hold	1,543	–	–	0.03%	153
2014 Q4	$81K	Sell	1,543 -87	-5%	-$4.27K	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%	-$4.07K	0.04%	152
2013 Q3	$70K	Hold	1,728	–	–	0.04%	140
2013 Q2	$71K	Buy	+1,728	New	+$73.3K	0.05%	131

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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) 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

JNBA Financial Advisors's WEC Position: Q2 2026 in Review

JNBA Financial Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 1,664 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #197.

JNBA Financial Advisors first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. 437 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

JNBA Financial Advisors held 1,664 shares of WEC Energy worth $194K as of Q2 2026.
JNBA Financial Advisors left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #197 holding.
JNBA Financial Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
437 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.