Jones Financial Companies’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
16,830
+2,417
| +17% | +$249K | ﹤0.01% | 796 |
|
|
2025
Q1 | $1.55M | Buy |
14,413
+3,541
| +33% | +$381K | ﹤0.01% | 728 |
|
|
2024
Q4 | $1.02M | Buy |
10,872
+3,181
| +41% | +$299K | ﹤0.01% | 737 |
|
|
2024
Q3 | $733K | Buy |
7,691
+2,398
| +45% | +$229K | ﹤0.01% | 696 |
|
|
2024
Q2 | $415K | Buy |
5,293
+3,123
| +144% | +$245K | ﹤0.01% | 609 |
|
|
2024
Q1 | $178K | Sell |
2,170
-328
| -13% | -$26.9K | ﹤0.01% | 479 |
|
|
2023
Q4 | $210K | Buy |
2,498
+23
| +0.9% | +$1.94K | ﹤0.01% | 321 |
|
|
2023
Q3 | $199K | Buy |
2,475
+7
| +0.3% | +$564 | ﹤0.01% | 263 |
|
|
2023
Q2 | $218K | Buy |
2,468
+6
| +0.2% | +$529 | ﹤0.01% | 261 |
|
|
2023
Q1 | $233K | Buy |
2,462
+753
| +44% | +$71.4K | ﹤0.01% | 260 |
|
|
2022
Q4 | $160K | Buy |
1,709
+138
| +9% | +$12.9K | ﹤0.01% | 273 |
|
|
2022
Q3 | $140K | Sell |
1,571
-115
| -7% | -$10.2K | ﹤0.01% | 270 |
|
|
2022
Q2 | $170K | Sell |
1,686
-1,866
| -53% | -$188K | ﹤0.01% | 248 |
|
|
2022
Q1 | $355K | Sell |
3,552
-606
| -15% | -$60.6K | ﹤0.01% | 213 |
|
|
2021
Q4 | $404K | Sell |
4,158
-110
| -3% | -$10.7K | ﹤0.01% | 202 |
|
|
2021
Q3 | $376K | Sell |
4,268
-203
| -5% | -$17.9K | ﹤0.01% | 189 |
|
|
2021
Q2 | $398K | Buy |
4,471
+3,997
| +843% | +$356K | ﹤0.01% | 188 |
|
|
2021
Q1 | $44K | Sell |
474
-376
| -44% | -$34.9K | ﹤0.01% | 369 |
|
|
2020
Q4 | $78K | Buy |
+850
| New | +$78K | ﹤0.01% | 263 |
|
|
2013
Q4 | – | Sell |
-3,552
| Closed | -$143K | – | 541 |
|
|
2013
Q3 | $143K | Buy |
3,552
+706
| +25% | +$28.4K | ﹤0.01% | 221 |
|
|
2013
Q2 | $116K | Buy |
+2,846
| New | +$116K | ﹤0.01% | 244 |
|