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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Wealthspire Advisors, 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)
11,268
Value
$1.32M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,268$1.32M<0.1%+257+2.3%AddedHolders
Q1 202611,011$1.27M<0.1%−610−5.2%ReducedHolders
Q4 202511,621$1.23M<0.1%+2,199+23.3%AddedHolders
Q3 20259,422$1.08M<0.1%−506−5.1%ReducedHolders
Q2 20259,928$1.03M<0.1%−340−3.3%ReducedHolders
Q1 202510,268$1.12M<0.1%+741+7.8%AddedHolders
Q4 20249,527$895.9K<0.1%+327+3.6%AddedHolders
Q3 20249,200$884.8K<0.1%−558−5.7%ReducedHolders
Q2 20249,758$765.6K<0.1%+975+11.1%AddedHolders
Q1 20248,783$721.3K<0.1%−305−3.4%ReducedHolders
Q4 20239,088$765.0K<0.1%−1,786−16.4%ReducedHolders
Q3 202310,874$875.9K<0.1%+2,066+23.5%AddedHolders
Q2 20238,808$777.2K<0.1%−4,242−32.5%ReducedHolders
Q1 202313,050$1.24M<0.1%+4,424+51.3%AddedHolders
Q4 20228,626$808.8K<0.1%+74+0.9%AddedHolders
Q3 20228,552$765.0K<0.1%+1,626+23.5%AddedHolders
Q2 20226,926$697.0K<0.1%+3,647+111.2%AddedHolders
Q1 20223,279$327.0K<0.1%−3,301−50.2%ReducedHolders
Q4 20216,580$639.0K<0.1%−2,034−23.6%ReducedHolders
Q3 20218,614$760.0K<0.1%−3,498−28.9%ReducedHolders
Q2 202112,112$1.08M<0.1%−3,600−22.9%ReducedHolders
Q1 202115,712$1.47M<0.1%––Holders

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