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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Boston Private 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)
1,829
Value
$213.6K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of WEC by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,829$213.6K<0.1%−33−1.8%ReducedHolders
Q1 20261,862$215.4K<0.1%−211−10.2%ReducedHolders
Q4 20252,073$218.6K<0.1%−78−3.6%ReducedHolders
Q3 20252,151$246.5K<0.1%+2,151NewHolders
Q2 20250$00.0%−2,692−100.0%Sold outHolders
Q1 20252,692$293.4K<0.1%+457+20.4%AddedHolders
Q4 20242,235$210.2K<0.1%+2,235NewHolders
Q2 20240$00.0%−2,818−100.0%Sold outHolders
Q1 20242,818$231.4K<0.1%−163−5.5%ReducedHolders
Q4 20232,981$250.9K<0.1%+2,981NewHolders
Q3 20230$00.0%−5,416−100.0%Sold outHolders
Q2 20235,416$477.9K<0.1%−608−10.1%ReducedHolders
Q1 20236,024$571.0K<0.1%−237−3.8%ReducedHolders
Q4 20226,261$587.0K<0.1%−93−1.5%ReducedHolders
Q3 20226,354$568.0K<0.1%+1,670+35.7%AddedHolders
Q2 20224,684$471.0K<0.1%+499+11.9%AddedHolders
Q1 20224,185$418.0K<0.1%+141+3.5%AddedHolders
Q4 20214,044$393.0K<0.1%−1,106−21.5%ReducedHolders
Q3 20215,150$454.0K<0.1%+375+7.9%AddedHolders
Q2 20214,775$425.0K<0.1%−148−3.0%ReducedHolders
Q1 20214,923$460.0K<0.1%––Holders

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