Sterling Investment Advisors (Missouri)’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 | $374K | Buy |
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|
2025
Q2 | $491K | Sell |
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|
2025
Q1 | $355K | Hold |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $274K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $327K | Hold |
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|
2022
Q1 | $324K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $289K | Hold |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $299K | Hold |
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|
2020
Q3 | $315K | Hold |
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|
2020
Q2 | $285K | Hold |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $309K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $257K | Hold |
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|
2018
Q4 | $225K | Hold |
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|
2018
Q3 | $217K | Hold |
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|
2018
Q2 | $210K | Hold |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Buy |
|