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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,262
| Closed | -$378K | – | 40 |
|
|
2026
Q1 | $378K | Hold |
3,262
| – | – | 0.18% | 28 |
|
|
2025
Q4 | $344K | Hold |
3,262
| – | – | 0.17% | 31 |
|
|
2025
Q3 | $374K | Buy |
3,262
+152
| +5% | +$16.5K | 0.19% | 31 |
|
|
2025
Q2 | $491K | Sell |
3,110
-152
| -5% | -$16.2K | 0.26% | 24 |
|
|
2025
Q1 | $355K | Hold |
3,262
| – | – | 0.2% | 24 |
|
|
2024
Q4 | $307K | Hold |
3,262
| – | – | 0.18% | 27 |
|
|
2024
Q3 | $314K | Hold |
3,262
| – | – | 0.18% | 26 |
|
|
2024
Q2 | $256K | Buy |
3,262
+12
| +0.4% | +$975 | 0.16% | 29 |
|
|
2024
Q1 | $267K | Hold |
3,250
| – | – | 0.16% | 28 |
|
|
2023
Q4 | $274K | Hold |
3,250
| – | – | 0.17% | 26 |
|
|
2023
Q3 | $262K | Hold |
3,250
| – | – | 0.17% | 24 |
|
|
2023
Q2 | $287K | Hold |
3,250
| – | – | 0.18% | 23 |
|
|
2023
Q1 | $308K | Hold |
3,250
| – | – | 0.2% | 22 |
|
|
2022
Q4 | $305K | Hold |
3,250
| – | – | 0.21% | 22 |
|
|
2022
Q3 | $291K | Hold |
3,250
| – | – | 0.22% | 22 |
|
|
2022
Q2 | $327K | Hold |
3,250
| – | – | 0.22% | 22 |
|
|
2022
Q1 | $324K | Hold |
3,250
| – | – | 0.19% | 22 |
|
|
2021
Q4 | $315K | Hold |
3,250
| – | – | 0.18% | 21 |
|
|
2021
Q3 | $287K | Hold |
3,250
| – | – | 0.17% | 22 |
|
|
2021
Q2 | $289K | Hold |
3,250
| – | – | 0.17% | 22 |
|
|
2021
Q1 | $304K | Hold |
3,250
| – | – | 0.19% | 20 |
|
|
2020
Q4 | $299K | Hold |
3,250
| – | – | 0.2% | 20 |
|
|
2020
Q3 | $315K | Hold |
3,250
| – | – | 0.24% | 21 |
|
|
2020
Q2 | $285K | Hold |
3,250
| – | – | 0.23% | 22 |
|
|
2020
Q1 | $286K | Hold |
3,250
| – | – | 0.26% | 24 |
|
|
2019
Q4 | $300K | Hold |
3,250
| – | – | 0.23% | 24 |
|
|
2019
Q3 | $309K | Hold |
3,250
| – | – | 0.25% | 24 |
|
|
2019
Q2 | $271K | Hold |
3,250
| – | – | 0.22% | 24 |
|
|
2019
Q1 | $257K | Hold |
3,250
| – | – | 0.21% | 24 |
|
|
2018
Q4 | $225K | Hold |
3,250
| – | – | 0.2% | 24 |
|
|
2018
Q3 | $217K | Hold |
3,250
| – | – | 0.18% | 26 |
|
|
2018
Q2 | $210K | Hold |
3,250
| – | – | 0.18% | 26 |
|
|
2018
Q1 | $204K | Hold |
3,250
| – | – | 0.17% | 27 |
|
|
2017
Q4 | $216K | Hold |
3,250
| – | – | 0.18% | 26 |
|
|
2017
Q3 | $204K | Buy |
+3,250
| New | +$207K | 0.17% | 26 |
|
|
2016
Q3 | – | Sell |
-3,250
| Closed | -$212K | – | 33 |
|
|
2016
Q2 | $212K | Buy |
+3,250
| New | +$195K | 0.22% | 30 |
|
Other funds holding WEC
Sterling Investment Advisors (Missouri)'s WEC Position: Q2 2026 in Review
Sterling Investment Advisors (Missouri) sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 3,262 shares — an estimated $378K sold.
Sterling Investment Advisors (Missouri) first reported a position in WEC in Q2 2016 and held it in 36 quarters. The position peaked at $491K in Q2 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Sterling Investment Advisors (Missouri) reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
- Sterling Investment Advisors (Missouri) sold 3,262 WEC Energy shares in Q2 2026, an estimated $378K.
- Sterling Investment Advisors (Missouri) first reported a position in WEC Energy in Q2 2016 and held it in 36 quarters.
- Sterling Investment Advisors (Missouri)'s WEC Energy position peaked at $491K in Q2 2025.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Sterling Investment Advisors (Missouri)'s 13F filing for Q2 2026, filed 9 Jul 2026.