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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEC overviewAll 13F holders of WECFull Q2 2026 holdings

Shares (Q2 2026)
10,459
Value
$1.22M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,459$1.22M<0.1%+2,846+37.4%AddedHolders
Q1 20267,613$881.4K<0.1%−1,007−11.7%ReducedHolders
Q4 20258,620$909.1K<0.1%+2,217+34.6%AddedHolders
Q3 20256,403$733.7K<0.1%−69−1.1%ReducedHolders
Q2 20256,472$674.4K<0.1%+689+11.9%AddedHolders
Q1 20255,783$630.2K<0.1%−74−1.3%ReducedHolders
Q4 20245,857$550.8K<0.1%−134−2.2%ReducedHolders
Q3 20245,991$576.2K<0.1%+11+0.2%AddedHolders
Q2 20245,980$469.2K<0.1%−319−5.1%ReducedHolders
Q1 20246,299$534.7K<0.1%+123+2.0%AddedHolders
Q4 20236,176$519.8K<0.1%+102+1.7%AddedHolders
Q3 20236,074$489.3K<0.1%+1,096+22.0%AddedHolders
Q2 20234,978$439.3K<0.1%−21−0.4%ReducedHolders
Q1 20234,999$473.9K<0.1%−706−12.4%ReducedHolders
Q4 20225,705$534.9K<0.1%+856+17.7%AddedHolders
Q3 20224,849$434.0K<0.1%+74+1.5%AddedHolders
Q2 20224,775$481.0K<0.1%00.0%UnchangedHolders
Q1 20224,775$477.0K<0.1%00.0%UnchangedHolders
Q4 20214,775$464.0K<0.1%−66−1.4%ReducedHolders
Q3 20214,841$427.0K<0.1%+81+1.7%AddedHolders
Q2 20214,760$423.0K<0.1%+7+0.1%AddedHolders
Q1 20214,753$445.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.