Skip to main content

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026)
23,624
Value
$2.73M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WEC by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202623,624$2.73M<0.1%−3,828−13.9%ReducedHolders
Q4 202527,452$2.90M<0.1%−358−1.3%ReducedHolders
Q3 202527,810$3.19M<0.1%+5,114+22.5%AddedHolders
Q2 202522,696$2.37M<0.1%+3,142+16.1%AddedHolders
Q1 202519,554$2.13M<0.1%+122+0.6%AddedHolders
Q4 202419,432$1.83M<0.1%+1,879+10.7%AddedHolders
Q3 202417,553$1.69M<0.1%+693+4.1%AddedHolders
Q2 202416,860$1.32M<0.1%+234+1.4%AddedHolders
Q1 202416,626$1.36M<0.1%−1,011−5.7%ReducedHolders
Q4 202317,637$1.48M<0.1%+94+0.5%AddedHolders
Q3 202317,543$1.41M<0.1%−311,178−94.7%ReducedHolders
Q2 2023328,721$29.0M0.2%−27,280−7.7%ReducedHolders
Q1 2023356,001$33.7M0.2%+815+0.2%AddedHolders
Q4 2022355,186$33.3M0.2%+13,865+4.1%AddedHolders
Q3 2022341,321$30.5M0.2%+9,188+2.8%AddedHolders
Q2 2022332,133$33.4M0.3%+11,022+3.4%AddedHolders
Q1 2022321,111$32.0M0.2%+4,725+1.5%AddedHolders
Q4 2021316,386$30.7M0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 2021308,567$27.4M0.2%00.0%UnchangedHolders
Q1 2021308,567$27.4M0.2%––Holders

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