Sterling Investment Advisors (Pennsylvania)’s WEC Energy WEC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-186	Closed	-$19K	–	524
2022 Q2	$19K	Hold	186	–	–	0.01%	333
2022 Q1	$19K	Hold	186	–	–	0.01%	361
2021 Q4	$18K	Hold	186	–	–	0.01%	380
2021 Q3	$16K	Hold	186	–	–	﹤0.01%	393
2021 Q2	$17K	Hold	186	–	–	0.01%	379
2021 Q1	$17K	Hold	186	–	–	0.01%	360
2020 Q4	$17K	Hold	186	–	–	0.01%	325
2020 Q3	$18K	Hold	186	–	–	0.01%	306
2020 Q2	$16K	Buy	+186	New	+$16.8K	0.01%	317

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WEC Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of WEC Energy (WEC) in Q3 2022, closing a stake of 186 shares — an estimated $19K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WEC in Q2 2020 and held it in 9 quarters. The position peaked at $19K in Q2 2022. 1,014 funds tracked by Wall St. Rank hold WEC as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining WEC Energy position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 186 WEC Energy shares in Q3 2022, an estimated $19K.
Sterling Investment Advisors (Pennsylvania) first reported a position in WEC Energy in Q2 2020 and held it in 9 quarters.
Sterling Investment Advisors (Pennsylvania)'s WEC Energy position peaked at $19K in Q2 2022.
1,014 funds tracked by Wall St. Rank held WEC Energy as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.