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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Creative Planning, 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)
212,537
Value
$24.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026212,537$24.8M<0.1%+34,029+19.1%AddedHolders
Q1 2026178,508$20.7M<0.1%+32,970+22.7%AddedHolders
Q4 2025145,538$15.3M<0.1%+21,070+16.9%AddedHolders
Q3 2025124,468$14.3M<0.1%−3,790−3.0%ReducedHolders
Q2 2025128,258$13.4M<0.1%−24,936−16.3%ReducedHolders
Q1 2025153,194$16.7M<0.1%+87,571+133.4%AddedHolders
Q4 202465,623$6.17M<0.1%+8,095+14.1%AddedHolders
Q3 202457,528$5.53M<0.1%+2,532+4.6%AddedHolders
Q2 202454,996$4.31M<0.1%−539−1.0%ReducedHolders
Q1 202455,535$4.56M<0.1%+3,176+6.1%AddedHolders
Q4 202352,359$4.41M<0.1%−3,364−6.0%ReducedHolders
Q3 202355,723$4.49M<0.1%+89+0.2%AddedHolders
Q2 202355,634$4.91M<0.1%+5,433+10.8%AddedHolders
Q1 202350,201$4.76M<0.1%−4,361−8.0%ReducedHolders
Q4 202254,562$5.12M<0.1%−623−1.1%ReducedHolders
Q3 202255,185$4.93M<0.1%+4,521+8.9%AddedHolders
Q2 202250,664$5.10M<0.1%+5,637+12.5%AddedHolders
Q1 202245,027$4.49M<0.1%−500−1.1%ReducedHolders
Q4 202145,527$4.42M<0.1%+671+1.5%AddedHolders
Q3 202144,856$3.96M<0.1%+1,359+3.1%AddedHolders
Q2 202143,497$3.87M<0.1%−16,671−27.7%ReducedHolders
Q1 202160,168$5.63M<0.1%––Holders

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