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Sterling Financial Planning’s WEC Energy WEC Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-112
Closed -$10K – 399
2021
Q3 		$10K Hold
112
– – 0.01% 323
2021
Q2 		$10K Hold
112
– – 0.01% 300
2021
Q1 		$10K Hold
112
– – 0.01% 280
2020
Q4 		$10K Buy
+112
New +$10.9K 0.01% 266

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Financial Planning's WEC Position: Q4 2021 in Review

Sterling Financial Planning sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 112 shares — an estimated $10K sold.

Sterling Financial Planning first reported a position in WEC in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Sterling Financial Planning reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 112 WEC Energy shares in Q4 2021, an estimated $10K.
  • Sterling Financial Planning first reported a position in WEC Energy in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's WEC Energy position peaked at $10K in Q3 2021.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.