Sterling Investment Advisors (Missouri)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
3,110
-152
| -5% | -$24K | 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% | +$942 | 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 | +$204K | 0.17% | 26 |
|
|
2016
Q3 | – | Sell |
-3,250
| Closed | -$212K | – | 33 |
|
|
2016
Q2 | $212K | Buy |
+3,250
| New | +$212K | 0.22% | 30 |
|