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Marshall & Sterling Wealth Advisors’s WEC Energy WEC Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-74
Closed -$8.48K – 630
2025
Q3 		$8.48K Hold
74
– – 0.01% 384
2025
Q2 		$7.71K Buy
+74
New +$7.87K 0.01% 386

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's WEC Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 74 shares — an estimated $8.48K sold.

Marshall & Sterling Wealth Advisors first reported a position in WEC in Q2 2025 and held it in 2 quarters. The position peaked at $8.48K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 74 WEC Energy shares in Q4 2025, an estimated $8.48K.
  • Marshall & Sterling Wealth Advisors first reported a position in WEC Energy in Q2 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's WEC Energy position peaked at $8.48K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.