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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by TD Private Client Wealth 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)
56,354
Value
$6.58M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,354$6.58M0.1%+5,368+10.5%AddedHolders
Q1 202650,986$5.90M0.1%+19,850+63.8%AddedHolders
Q4 202531,136$3.28M0.1%−4,652−13.0%ReducedHolders
Q3 202535,788$4.10M0.1%+5,472+18.0%AddedHolders
Q2 202530,316$3.16M0.1%−1,228−3.9%ReducedHolders
Q1 202531,544$3.44M0.1%+1,313+4.3%AddedHolders
Q4 202430,231$2.84M0.1%+274+0.9%AddedHolders
Q3 202429,957$2.88M0.1%+13,797+85.4%AddedHolders
Q2 202416,160$1.27M<0.1%−13,910−46.3%ReducedHolders
Q1 202430,070$2.47M0.1%−1,855−5.8%ReducedHolders
Q4 202331,925$2.69M0.1%+27,301+590.4%AddedHolders
Q3 20234,624$372.5K<0.1%−3,068−39.9%ReducedHolders
Q2 20237,692$678.7K<0.1%−27−0.3%ReducedHolders
Q1 20237,719$731.7K<0.1%+847+12.3%AddedHolders
Q4 20226,872$644.3K<0.1%−281−3.9%ReducedHolders
Q3 20227,153$639.7K<0.1%−84−1.2%ReducedHolders
Q2 20227,237$728.3K<0.1%−140−1.9%ReducedHolders
Q1 20227,377$736.3K<0.1%−19,353−72.4%ReducedHolders
Q4 202126,730$2.59M0.1%−748−2.7%ReducedHolders
Q3 202127,478$2.42M0.1%+2,014+7.9%AddedHolders
Q2 202125,464$2.27M0.1%+834+3.4%AddedHolders
Q1 202124,630$2.31M0.1%––Holders

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