JFGIW
Johnson Financial Group Inc (Wisconsin)’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
35,602
+1,001
| +3% | +$104K | 0.17% | 74 |
|
|
2025
Q1 | $3.77M | Sell |
34,601
-2,613
| -7% | -$285K | 0.18% | 72 |
|
|
2024
Q4 | $3.69M | Buy |
37,214
+19,164
| +106% | +$1.9M | 0.17% | 75 |
|
|
2024
Q3 | $1.74M | Buy |
18,050
+8,746
| +94% | +$841K | 0.08% | 119 |
|
|
2024
Q2 | $730K | Buy |
9,304
+5,209
| +127% | +$409K | 0.04% | 168 |
|
|
2024
Q1 | $336K | Sell |
4,095
-1,747
| -30% | -$143K | 0.02% | 244 |
|
|
2023
Q4 | $492K | Buy |
5,842
+966
| +20% | +$81.3K | 0.03% | 185 |
|
|
2023
Q3 | $393K | Sell |
4,876
-2,938
| -38% | -$237K | 0.03% | 191 |
|
|
2023
Q2 | $690K | Sell |
7,814
-3,501
| -31% | -$309K | 0.05% | 154 |
|
|
2023
Q1 | $1.07M | Buy |
11,315
+4,839
| +75% | +$459K | 0.08% | 111 |
|
|
2022
Q4 | $607K | Sell |
6,476
-206
| -3% | -$19.3K | 0.05% | 146 |
|
|
2022
Q3 | $607K | Sell |
6,682
-6,828
| -51% | -$620K | 0.06% | 143 |
|
|
2022
Q2 | $1.36M | Sell |
13,510
-91
| -0.7% | -$9.16K | 0.1% | 94 |
|
|
2022
Q1 | $1.36M | Sell |
13,601
-11,466
| -46% | -$1.14M | 0.1% | 105 |
|
|
2021
Q4 | $2.43M | Buy |
25,067
+1,867
| +8% | +$181K | 0.15% | 64 |
|
|
2021
Q3 | $2.05M | Sell |
23,200
-3,692
| -14% | -$326K | 0.14% | 73 |
|
|
2021
Q2 | $2.39M | Buy |
26,892
+592
| +2% | +$52.7K | 0.16% | 65 |
|
|
2021
Q1 | $2.46M | Buy |
26,300
+9,932
| +61% | +$929K | 0.17% | 63 |
|
|
2020
Q4 | $1.51M | Buy |
16,368
+13,845
| +549% | +$1.27M | 0.13% | 82 |
|
|
2020
Q3 | $244K | Sell |
2,523
-279
| -10% | -$27K | 0.02% | 184 |
|
|
2020
Q2 | $246K | Sell |
2,802
-1,000
| -26% | -$87.8K | 0.03% | 172 |
|
|
2020
Q1 | $335K | Buy |
3,802
+2,032
| +115% | +$179K | 0.04% | 153 |
|
|
2019
Q4 | $163K | Sell |
1,770
-253
| -13% | -$23.3K | 0.01% | 223 |
|
|
2019
Q3 | $192K | Buy |
2,023
+253
| +14% | +$24K | 0.02% | 225 |
|
|
2019
Q2 | $148K | Buy |
1,770
+19
| +1% | +$1.59K | 0.01% | 245 |
|
|
2019
Q1 | $138K | Hold |
1,751
| – | – | 0.01% | 247 |
|
|
2018
Q4 | $121K | Hold |
1,751
| – | – | 0.01% | 247 |
|
|
2018
Q3 | $117K | Buy |
1,751
+526
| +43% | +$35.1K | 0.01% | 251 |
|
|
2018
Q2 | $79K | Sell |
1,225
-1,000
| -45% | -$64.5K | 0.01% | 285 |
|
|
2018
Q1 | $140K | Hold |
2,225
| – | – | 0.02% | 242 |
|
|
2017
Q4 | $148K | Buy |
2,225
+225
| +11% | +$15K | 0.02% | 255 |
|
|
2017
Q3 | $126K | Hold |
2,000
| – | – | 0.02% | 261 |
|
|
2017
Q2 | $123K | Hold |
2,000
| – | – | 0.02% | 268 |
|
|
2017
Q1 | $121K | Hold |
2,000
| – | – | 0.02% | 306 |
|
|
2016
Q4 | $117K | Sell |
2,000
-650
| -25% | -$38K | 0.02% | 326 |
|
|
2016
Q3 | $159K | Hold |
2,650
| – | – | 0.02% | 285 |
|
|
2016
Q2 | $173K | Buy |
+2,650
| New | +$173K | 0.02% | 295 |
|
|
2015
Q2 | – | Sell |
-18,214
| Closed | -$902K | – | 930 |
|
|
2015
Q1 | $902K | Buy |
18,214
+1,715
| +10% | +$84.9K | 0.19% | 113 |
|
|
2014
Q4 | $870K | Sell |
16,499
-84
| -0.5% | -$4.43K | 0.2% | 111 |
|
|
2014
Q3 | $713K | Buy |
16,583
+107
| +0.6% | +$4.6K | 0.19% | 126 |
|
|
2014
Q2 | $773K | Buy |
16,476
+65
| +0.4% | +$3.05K | 0.2% | 115 |
|
|
2014
Q1 | $764K | Sell |
16,411
-892
| -5% | -$41.5K | 0.22% | 104 |
|
|
2013
Q4 | $715K | Sell |
17,303
-8,920
| -34% | -$369K | 0.21% | 108 |
|
|
2013
Q3 | $1.06M | Buy |
26,223
+960
| +4% | +$38.8K | 0.32% | 74 |
|
|
2013
Q2 | $1.04M | Buy |
+25,263
| New | +$1.04M | 0.29% | 65 |
|