Jones Financial Companies’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 | $2.63M | Buy |
|
|||||
|
2025
Q2 | $1.74M | Buy |
|
|||||
|
2025
Q1 | $1.55M | Buy |
|
|||||
|
2024
Q4 | $1.02M | Buy |
|
|||||
|
2024
Q3 | $733K | Buy |
|
|||||
|
2024
Q2 | $415K | Buy |
|
|||||
|
2024
Q1 | $178K | Sell |
|
|||||
|
2023
Q4 | $210K | Buy |
|
|||||
|
2023
Q3 | $199K | Buy |
|
|||||
|
2023
Q2 | $218K | Buy |
|
|||||
|
2023
Q1 | $233K | Buy |
|
|||||
|
2022
Q4 | $160K | Buy |
|
|||||
|
2022
Q3 | $140K | Sell |
|
|||||
|
2022
Q2 | $170K | Sell |
|
|||||
|
2022
Q1 | $355K | Sell |
|
|||||
|
2021
Q4 | $404K | Sell |
|
|||||
|
2021
Q3 | $376K | Sell |
|
|||||
|
2021
Q2 | $398K | Buy |
|
|||||
|
2021
Q1 | $44K | Sell |
|
|||||
|
2020
Q4 | $78K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $143K | Buy |
|
|||||
|
2013
Q2 | $116K | Buy |
|