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Level Four Advisory Services, LLC

SEC CIK
0001696715
Latest filing
Aug 10, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Level Four Advisory Services, 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)
32,268
Value
$3.77M
% of portfolio
0.1%
Quarters held
14
Since Q1 2021
Holdings of WEC by Level Four Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,268$3.77M0.1%+1,162+3.7%AddedHolders
Q1 202631,106$3.60M0.1%+2,600+9.1%AddedHolders
Q4 202528,506$3.01M0.1%+1,565+5.8%AddedHolders
Q3 202526,941$3.09M0.1%+694+2.6%AddedHolders
Q2 202526,247$2.73M0.1%−4,344−14.2%ReducedHolders
Q1 202530,591$3.33M0.1%+1,195+4.1%AddedHolders
Q4 202429,396$2.76M0.1%+653+2.3%AddedHolders
Q3 202428,743$2.75M0.1%+2,243+8.5%AddedHolders
Q2 202426,500$2.08M0.1%+26,500NewHolders
Q3 20230$00.0%−3,618−100.0%Sold outHolders
Q2 20233,618$319.3K<0.1%−584−13.9%ReducedHolders
Q1 20234,202$398.3K<0.1%+4,202NewHolders
Q2 20220$00.0%−2,281−100.0%Sold outHolders
Q1 20222,281$228.0K<0.1%+2,281NewHolders
Q3 20210$00.0%−2,286−100.0%Sold outHolders
Q2 20212,286$203.0K<0.1%−11,130−83.0%ReducedHolders
Q1 202113,416$1.26M0.1%––Holders

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