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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Bartlett & Co. 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 Q4 2023 holdings

Shares (Q4 2023)
85,700
Value
$7.20M
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of WEC by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202385,700$7.20M0.1%−325−0.4%ReducedHolders
Q3 202386,025$6.93M0.1%−100−0.1%ReducedHolders
Q2 202386,125$7.60M0.1%−440−0.5%ReducedHolders
Q1 202386,565$8.21M0.2%00.0%UnchangedHolders
Q4 202286,565$8.12M0.2%−240−0.3%ReducedHolders
Q3 202286,805$7.76M0.2%−1,294−1.5%ReducedHolders
Q2 202288,099$8.87M0.2%−9,160−9.4%ReducedHolders
Q1 202297,259$9.71M0.2%−4,448−4.4%ReducedHolders
Q4 2021101,707$9.87M0.2%+416+0.4%AddedHolders
Q3 2021101,291$8.93M0.2%−115−0.1%ReducedHolders
Q2 2021101,406$9.02M0.2%−500.0%ReducedHolders
Q1 2021101,456$9.49M0.2%––Holders

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