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St. Johns Investment Management’s WEC Energy WEC Stock Holding History

St. Johns Investment Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$60.4K Hold
580
– – 0.03% 103
2025
Q1 		$63.2K Hold
580
– – 0.03% 98
2024
Q4 		$54.5K Hold
580
– – 0.03% 105
2024
Q3 		$55.8K Hold
580
– – 0.03% 100
2024
Q2 		$45.5K Hold
580
– – 0.02% 106
2024
Q1 		$47.6K Hold
580
– – 0.02% 115
2023
Q4 		$48.8K Hold
580
– – 0.03% 102
2023
Q3 		$46.7K Hold
580
– – 0.03% 101
2023
Q2 		$51.2K Buy
580
+250
+76% +$22.1K 0.03% 101
2023
Q1 		$31.3K Hold
330
– – 0.02% 105
2022
Q4 		$30.9K Hold
330
– – 0.02% 105
2022
Q3 		$30K Hold
330
– – 0.02% 109
2022
Q2 		$33K Sell
330
-270
-45% -$27K 0.02% 106
2022
Q1 		$60K Hold
600
– – 0.03% 104
2021
Q4 		$58K Hold
600
– – 0.03% 96
2021
Q3 		$53K Hold
600
– – 0.03% 98
2021
Q2 		$53K Hold
600
– – 0.03% 92
2021
Q1 		$56K Hold
600
– – 0.03% 90
2020
Q4 		$55K Hold
600
– – 0.03% 89
2020
Q3 		$58K Hold
600
– – 0.04% 88
2020
Q2 		$53K Hold
600
– – 0.04% 94
2020
Q1 		$53K Sell
600
-60
-9% -$5.3K 0.05% 87
2019
Q4 		$61K Hold
660
– – 0.04% 89
2019
Q3 		$63K Sell
660
-40
-6% -$3.82K 0.05% 88
2019
Q2 		$58K Hold
700
– – 0.04% 92
2019
Q1 		$55K Hold
700
– – 0.04% 95
2018
Q4 		$48K Sell
700
-100
-13% -$6.86K 0.04% 93
2018
Q3 		$53K Sell
800
-800
-50% -$53K 0.04% 100
2018
Q2 		$102K Buy
1,600
+800
+100% +$51K 0.08% 88
2018
Q1 		$50K Sell
800
-862
-52% -$53.9K 0.04% 103
2017
Q4 		$110K Hold
1,662
– – 0.08% 86
2017
Q3 		$104K Hold
1,662
– – 0.08% 92
2017
Q2 		$102K Hold
1,662
– – 0.08% 91
2017
Q1 		$101K Hold
1,662
– – 0.08% 87
2016
Q4 		$97K Hold
1,662
– – 0.08% 88
2016
Q3 		$100K Hold
1,662
– – 0.08% 88
2016
Q2 		$109K Hold
1,662
– – 0.1% 86
2016
Q1 		$100K Hold
1,662
– – 0.09% 85
2015
Q4 		$85K Hold
1,662
– – 0.08% 85
2015
Q3 		$87K Hold
1,662
– – 0.08% 85
2015
Q2 		$75K Sell
1,662
-150
-8% -$6.77K 0.06% 86
2015
Q1 		$90K Hold
1,812
– – 0.08% 82
2014
Q4 		$96K Hold
1,812
– – 0.08% 81
2014
Q3 		$78K Hold
1,812
– – 0.07% 78
2014
Q2 		$85K Hold
1,812
– – 0.07% 79
2014
Q1 		$84K Buy
+1,812
New +$84K 0.08% 77