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Sentry Investment Management’s WEC Energy WEC Stock Holding History

Sentry Investment Management’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 		– Sell
-824
Closed -$87K – 484
2025
Q4 		$87K Hold
824
– – 0.06% 264
2025
Q3 		$94K Sell
824
-85
-9% -$9.21K 0.06% 253
2025
Q2 		$94K Hold
909
– – 0.05% 293
2025
Q1 		$94K Sell
909
-272
-23% -$27.8K 0.06% 261
2024
Q4 		$111K Sell
1,181
-192
-14% -$18.6K 0.05% 288
2024
Q3 		$132K Hold
1,373
– – 0.06% 290
2024
Q2 		$108K Sell
1,373
-281
-17% -$22.8K 0.05% 304
2024
Q1 		$136K Hold
1,654
– – 0.05% 302
2023
Q4 		$139K Sell
1,654
-178
-10% -$14.7K 0.06% 283
2023
Q3 		$148K Sell
1,832
-240
-12% -$20.9K 0.07% 268
2023
Q2 		$183K Hold
2,072
– – 0.07% 279
2023
Q1 		$196K Hold
2,072
– – 0.08% 258
2022
Q4 		$194K Hold
2,072
– – 0.09% 258
2022
Q3 		$185K Hold
2,072
– – 0.09% 243
2022
Q2 		$209K Sell
2,072
-403
-16% -$40.9K 0.09% 220
2022
Q1 		$247K Sell
2,475
-801
-24% -$75.6K 0.08% 251
2021
Q4 		$318K Buy
3,276
+366
+13% +$33.5K 0.08% 246
2021
Q3 		$257K Sell
2,910
-425
-13% -$39.9K 0.07% 270
2021
Q2 		$297K Hold
3,335
– – 0.08% 261
2021
Q1 		$312K Sell
3,335
-16,049
-83% -$1.4M 0.09% 240
2020
Q4 		$1.78M Hold
19,384
– – 0.09% 223
2020
Q3 		$1.88M Buy
19,384
+1,850
+11% +$172K 0.1% 180
2020
Q2 		$1.54M Sell
17,534
-1,841
-10% -$166K 0.09% 219
2020
Q1 		$1.71M Hold
19,375
– – 0.13% 166
2019
Q4 		$1.79M Hold
19,375
– – 0.11% 200
2019
Q3 		$1.84M Hold
19,375
– – 0.12% 197
2019
Q2 		$1.61M Buy
19,375
+1,221
+7% +$97.9K 0.11% 206
2019
Q1 		$1.44M Sell
18,154
-1,614
-8% -$120K 0.1% 215
2018
Q4 		$1.37M Sell
19,768
-533
-3% -$37.4K 0.1% 219
2018
Q3 		$1.35M Hold
20,301
– – 0.08% 236
2018
Q2 		$1.31M Sell
20,301
-2,325
-10% -$144K 0.09% 242
2018
Q1 		$1.42M Sell
22,626
-2,185
-9% -$136K 0.09% 253
2017
Q4 		$1.65M Hold
24,811
– – 0.09% 242
2017
Q3 		$1.56M Hold
24,811
– – 0.06% 250
2017
Q2 		$1.52M Buy
24,811
+265
+1% +$16.4K 0.06% 249
2017
Q1 		$1.49M Buy
24,546
+4,331
+21% +$255K 0.06% 251
2016
Q4 		$1.19M Hold
20,215
– – 0.05% 286
2016
Q3 		$1.21M Sell
20,215
-3,504
-15% -$219K 0.05% 278
2016
Q2 		$1.55M Hold
23,719
– – 0.07% 237
2016
Q1 		$1.43M Hold
23,719
– – 0.06% 236
2015
Q4 		$1.22M Buy
23,719
+11,395
+92% +$582K 0.06% 264
2015
Q3 		$644K Sell
12,324
-1
-0% -$49 0.03% 346
2015
Q2 		$554K Sell
12,325
-24,171
-66% -$1.16M 0.03% 407
2015
Q1 		$1.81M Sell
36,496
-31,484
-46% -$1.65M 0.09% 180
2014
Q4 		$3.58M Sell
67,980
-3,100
-4% -$152K 0.17% 101
2014
Q3 		$3.06M Buy
71,080
+25,300
+55% +$1.12M 0.16% 104
2014
Q2 		$2.15M Buy
45,780
+7,880
+21% +$366K 0.11% 155
2014
Q1 		$1.76M Buy
37,900
+3,300
+10% +$142K 0.09% 172
2013
Q4 		$1.43M Sell
34,600
-1,100
-3% -$45.6K 0.08% 188
2013
Q3 		$1.44M Buy
35,700
+7,400
+26% +$308K 0.09% 181
2013
Q2 		$1.16M Buy
+28,300
New +$1.2M 0.07% 145

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sentry Investment Management's WEC Position: Q1 2026 in Review

Sentry Investment Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 824 shares — an estimated $87K sold.

Sentry Investment Management first reported a position in WEC in Q2 2013 and held it in 51 quarters. The position peaked at $3.58M in Q4 2014. 1,379 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Sentry Investment Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 824 WEC Energy shares in Q1 2026, an estimated $87K.
  • Sentry Investment Management first reported a position in WEC Energy in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's WEC Energy position peaked at $3.58M in Q4 2014.
  • 1,379 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.