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Livermore
Livermore
ZHEN

Plancorp, LLC

SEC CIK
0001599579
Latest filing
Jul 14, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Plancorp, 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)
1,958
Value
$226.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by Plancorp, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,958$226.9K<0.1%−50−2.5%ReducedHolders
Q1 20262,008$236.0K<0.1%+33+1.7%AddedHolders
Q4 20251,975$208.3K<0.1%−2,188−52.6%ReducedHolders
Q3 20254,163$477.0K<0.1%−4−0.1%ReducedHolders
Q2 20254,167$434.2K<0.1%+15+0.4%AddedHolders
Q1 20254,152$452.5K<0.1%+70+1.7%AddedHolders
Q4 20244,082$383.9K<0.1%+34+0.8%AddedHolders
Q3 20244,048$389.3K<0.1%+4+0.1%AddedHolders
Q2 20244,044$317.3K<0.1%−75−1.8%ReducedHolders
Q1 20244,119$338.3K<0.1%+97+2.4%AddedHolders
Q4 20234,022$338.5K<0.1%−944−19.0%ReducedHolders
Q3 20234,966$400.0K<0.1%+107+2.2%AddedHolders
Q2 20234,859$428.8K<0.1%−122−2.4%ReducedHolders
Q1 20234,981$472.1K<0.1%+98+2.0%AddedHolders
Q4 20224,883$457.8K<0.1%−1,666−25.4%ReducedHolders
Q3 20226,549$586.0K<0.1%−25−0.4%ReducedHolders
Q2 20226,574$662.0K<0.1%+39+0.6%AddedHolders
Q1 20226,535$652.0K<0.1%−8−0.1%ReducedHolders
Q4 20216,543$635.0K<0.1%−344−5.0%ReducedHolders
Q3 20216,887$607.0K<0.1%+34+0.5%AddedHolders
Q2 20216,853$610.0K<0.1%−19−0.3%ReducedHolders
Q1 20216,872$643.0K0.1%––Holders

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