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Livermore
Livermore
ZHEN

Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Dynamic Advisor Solutions 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)
3,457
Value
$403.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WEC by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,457$403.6K<0.1%−205−5.6%ReducedHolders
Q1 20263,662$424.0K<0.1%+48+1.3%AddedHolders
Q4 20253,614$381.1K<0.1%−1,365−27.4%ReducedHolders
Q3 20254,979$570.6K<0.1%+284+6.0%AddedHolders
Q2 20254,695$489.2K<0.1%−95−2.0%ReducedHolders
Q1 20254,790$522.0K<0.1%+4,790NewHolders
Q4 20240$00.0%−5,234−100.0%Sold outHolders
Q3 20245,234$503.4K<0.1%−459−8.1%ReducedHolders
Q2 20245,693$446.6K<0.1%+3+0.1%AddedHolders
Q1 20245,690$467.2K<0.1%−339−5.6%ReducedHolders
Q4 20236,029$519.9K<0.1%−207−3.3%ReducedHolders
Q3 20236,236$502.3K<0.1%+560+9.9%AddedHolders
Q2 20235,676$500.8K<0.1%−989−14.8%ReducedHolders
Q1 20236,665$631.8K<0.1%+2,163+48.0%AddedHolders
Q4 20224,502$422.1K<0.1%+411+10.0%AddedHolders
Q3 20224,091$366.0K<0.1%+184+4.7%AddedHolders
Q2 20223,907$393.0K<0.1%+176+4.7%AddedHolders
Q1 20223,731$372.0K<0.1%−23−0.6%ReducedHolders
Q4 20213,754$364.0K<0.1%+83+2.3%AddedHolders
Q3 20213,671$324.0K<0.1%+29+0.8%AddedHolders
Q2 20213,642$324.0K<0.1%+1,106+43.6%AddedHolders
Q1 20212,536$237.0K<0.1%––Holders

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