Jones Financial Companies
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Jones Financial Companies’s WEC Energy WEC Stock Holding History

Jones Financial Companies’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
Q1 		$30.2M Buy
264,260
+238,591
+929% +$26.8M 0.01% 480
2025
Q4 		$2.71M Buy
25,669
+2,418
+10% +$268K ﹤0.01% 842
2025
Q3 		$2.63M Buy
23,251
+6,421
+38% +$696K ﹤0.01% 777
2025
Q2 		$1.74M Buy
16,830
+2,417
+17% +$257K ﹤0.01% 796
2025
Q1 		$1.55M Buy
14,413
+3,541
+33% +$362K ﹤0.01% 728
2024
Q4 		$1.02M Buy
10,872
+3,181
+41% +$308K ﹤0.01% 737
2024
Q3 		$733K Buy
7,691
+2,398
+45% +$213K ﹤0.01% 696
2024
Q2 		$415K Buy
5,293
+3,123
+144% +$254K ﹤0.01% 609
2024
Q1 		$178K Sell
2,170
-328
-13% -$26.4K ﹤0.01% 479
2023
Q4 		$210K Buy
2,498
+23
+0.9% +$1.89K ﹤0.01% 321
2023
Q3 		$199K Buy
2,475
+7
+0.3% +$608 ﹤0.01% 263
2023
Q2 		$218K Buy
2,468
+6
+0.2% +$554 ﹤0.01% 261
2023
Q1 		$233K Buy
2,462
+753
+44% +$69.7K ﹤0.01% 260
2022
Q4 		$160K Buy
1,709
+138
+9% +$12.8K ﹤0.01% 273
2022
Q3 		$140K Sell
1,571
-115
-7% -$11.7K ﹤0.01% 270
2022
Q2 		$170K Sell
1,686
-1,866
-53% -$189K ﹤0.01% 248
2022
Q1 		$355K Sell
3,552
-606
-15% -$57.2K ﹤0.01% 213
2021
Q4 		$404K Sell
4,158
-110
-3% -$10.1K ﹤0.01% 202
2021
Q3 		$376K Sell
4,268
-203
-5% -$19K ﹤0.01% 189
2021
Q2 		$398K Buy
4,471
+3,997
+843% +$376K ﹤0.01% 188
2021
Q1 		$44K Sell
474
-376
-44% -$32.8K ﹤0.01% 369
2020
Q4 		$78K Buy
+850
New +$82.7K ﹤0.01% 263
2013
Q4 		– Sell
-3,552
Closed -$143K – 542
2013
Q3 		$143K Buy
3,552
+706
+25% +$29.4K ﹤0.01% 221
2013
Q2 		$116K Buy
+2,846
New +$121K ﹤0.01% 244

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies's WEC Position: Q1 2026 in Review

Jones Financial Companies increased its WEC Energy (WEC) stake by 929% in Q1 2026, buying an estimated $26.8M and bringing the position to 264,260 shares worth $30.2M. The position accounts for 0.01% of the portfolio, ranked #480.

Jones Financial Companies first reported a position in WEC in Q2 2013 and has held it in 24 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Jones Financial Companies held 264,260 shares of WEC Energy worth $30.2M as of Q1 2026.
  • Jones Financial Companies bought 238,591 WEC Energy shares in Q1 2026, an estimated $26.8M.
  • WEC Energy made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #480 holding.
  • Jones Financial Companies first reported a position in WEC Energy in Q2 2013 and has held it in 24 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.