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Bruderman Asset Management, LLC

SEC CIK
0001633673
Latest filing
Aug 15, 2022

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Bruderman Asset Management, 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 2022 holdings

Shares (Q2 2022)
7,766
Value
$782.0K
% of portfolio
1.4%
Quarters held
6
Since Q1 2021
Holdings of WEC by Bruderman Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20227,766$782.0K1.4%−222−2.8%ReducedHolders
Q1 20227,988$798.0K1.2%−6,272−44.0%ReducedHolders
Q4 202114,260$1.39M1.1%−28,198−66.4%ReducedHolders
Q3 202142,458$3.75M0.9%+516+1.2%AddedHolders
Q2 202141,942$3.73M1.2%+468+1.1%AddedHolders
Q1 202141,474$3.88M1.1%––Holders

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