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Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Crewe 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)
4,494
Value
$524.8K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WEC by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,494$524.8K<0.1%+115+2.6%AddedHolders
Q1 20264,379$506.9K<0.1%+29+0.7%AddedHolders
Q4 20254,350$458.7K<0.1%+28+0.6%AddedHolders
Q3 20254,322$495.2K<0.1%+18+0.4%AddedHolders
Q2 20254,304$448.5K0.1%+40+0.9%AddedHolders
Q1 20254,264$464.7K0.1%+29+0.7%AddedHolders
Q4 20244,235$398.3K0.1%+556+15.1%AddedHolders
Q3 20243,679$353.8K<0.1%+24+0.7%AddedHolders
Q2 20243,655$286.7K<0.1%+13+0.4%AddedHolders
Q1 20243,642$299.1K<0.1%+3,642NewHolders
Q3 20230$00.0%−3,423−100.0%Sold outHolders
Q2 20233,423$302.0K<0.1%+23+0.7%AddedHolders
Q1 20233,400$322.2K<0.1%+24+0.7%AddedHolders
Q4 20223,376$316.6K0.1%−89−2.6%ReducedHolders
Q3 20223,465$310.0K0.1%+50+1.5%AddedHolders
Q2 20223,415$344.0K0.1%+15+0.4%AddedHolders
Q1 20223,400$339.0K0.1%+20+0.6%AddedHolders
Q4 20213,380$328.0K0.1%+97+3.0%AddedHolders
Q3 20213,283$290.0K0.1%+17+0.5%AddedHolders
Q2 20213,266$291.0K0.1%00.0%UnchangedHolders
Q1 20213,266$306.0K0.1%––Holders

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