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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by CWM 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)
19,029
Value
$2.22M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,029$2.22M0.1%+2,572+15.6%AddedHolders
Q1 202616,457$1.91M0.1%+13,349+429.5%AddedHolders
Q4 20253,108$327.8K<0.1%+416+15.5%AddedHolders
Q3 20252,692$308.5K<0.1%−29−1.1%ReducedHolders
Q2 20252,721$283.5K<0.1%−173−6.0%ReducedHolders
Q1 20252,894$315.4K<0.1%+141+5.1%AddedHolders
Q4 20242,753$258.9K<0.1%−207−7.0%ReducedHolders
Q3 20242,960$284.7K<0.1%−400−11.9%ReducedHolders
Q2 20243,360$263.6K<0.1%−2,052−37.9%ReducedHolders
Q1 20245,412$444.4K<0.1%+113+2.1%AddedHolders
Q4 20235,299$446.0K<0.1%+760+16.7%AddedHolders
Q3 20234,539$365.6K<0.1%+51+1.1%AddedHolders
Q2 20234,488$396.0K<0.1%+8+0.2%AddedHolders
Q1 20234,480$424.6K0.1%−1,923−30.0%ReducedHolders
Q4 20226,403$600.3K0.1%−89−1.4%ReducedHolders
Q3 20226,492$581.0K0.1%+292+4.7%AddedHolders
Q2 20226,200$624.0K0.1%−352−5.4%ReducedHolders
Q1 20226,552$654.0K0.1%−30−0.5%ReducedHolders
Q4 20216,582$639.0K0.1%+349+5.6%AddedHolders
Q3 20216,233$550.0K0.1%−22,279−78.1%ReducedHolders
Q2 202128,512$2.54M0.3%+2,374+9.1%AddedHolders
Q1 202126,138$2.45M0.4%––Holders

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