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Livermore
Livermore
ZHEN

LVZ Advisors, Inc.

SEC CIK
0001574408
Latest filing
Jul 9, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by LVZ Advisors, Inc., 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)
1,958
Value
$228.6K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WEC by LVZ Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,958$228.6K<0.1%+3+0.2%AddedHolders
Q1 20261,955$226.3K<0.1%+1,955NewHolders
Q4 20250$00.0%−3,848−100.0%Sold outHolders
Q3 20253,848$440.9K0.1%00.0%UnchangedHolders
Q2 20253,848$401.0K<0.1%00.0%UnchangedHolders
Q1 20253,848$419.4K0.1%−1,880−32.8%ReducedHolders
Q4 20245,728$538.7K0.1%00.0%UnchangedHolders
Q3 20245,728$550.9K0.1%00.0%UnchangedHolders
Q2 20245,728$449.4K0.1%−50−0.9%ReducedHolders
Q1 20245,778$474.5K0.1%00.0%UnchangedHolders
Q4 20235,778$486.3K0.1%+300+5.5%AddedHolders
Q3 20235,478$441.3K0.1%+5,478NewHolders
Q2 20230$00.0%−5,728−100.0%Sold outHolders
Q1 20235,728$543.0K0.1%+300+5.5%AddedHolders
Q4 20225,428$508.9K0.1%00.0%UnchangedHolders
Q3 20225,428$485.0K0.1%00.0%UnchangedHolders
Q2 20225,428$546.0K0.1%00.0%UnchangedHolders
Q1 20225,428$542.0K0.1%00.0%UnchangedHolders
Q4 20215,428$527.0K0.1%00.0%UnchangedHolders
Q3 20215,428$479.0K0.1%00.0%UnchangedHolders
Q2 20215,428$483.0K0.1%00.0%UnchangedHolders
Q1 20215,428$508.0K0.1%––Holders

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