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Retirement Group, LLC

SEC CIK
0001740491
Latest filing
Apr 30, 2024

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Retirement Group, 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 Q1 2024 holdings

Shares (Q1 2024)
27
Value
$2.22K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2021
Holdings of WEC by Retirement Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202427$2.22K<0.1%00.0%UnchangedHolders
Q4 202327$2.27K<0.1%+27NewHolders
Q3 20220$00.0%−136−100.0%Sold outHolders
Q2 2022136$14.0K<0.1%00.0%UnchangedHolders
Q1 2022136$14.0K<0.1%+27+24.8%AddedHolders
Q4 2021109$11.0K<0.1%+109NewHolders