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CRA Financial Services, LLC

SEC CIK
0001765594
Latest filing
Jul 24, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by CRA Financial 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of WEC by CRA Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,798−100.0%Sold outHolders
Q3 20251,798$206.0K<0.1%+1,798NewHolders
Q2 20250$00.0%−3,051−100.0%Sold outHolders
Q1 20253,051$332.5K0.1%00.0%UnchangedHolders
Q4 20243,051$286.9K<0.1%+10.0%AddedHolders
Q3 20243,050$293.4K0.1%00.0%UnchangedHolders
Q2 20243,050$239.3K<0.1%00.0%UnchangedHolders
Q1 20243,050$250.5K0.1%−7−0.2%ReducedHolders
Q4 20233,057$257.3K0.1%+27+0.9%AddedHolders
Q3 20233,030$244.1K0.1%00.0%UnchangedHolders
Q2 20233,030$267.4K0.1%00.0%UnchangedHolders
Q1 20233,030$287.2K0.1%00.0%UnchangedHolders
Q4 20223,030$284.1K0.1%00.0%UnchangedHolders
Q3 20223,030$271.0K0.1%00.0%UnchangedHolders
Q2 20223,030$305.0K0.1%00.0%UnchangedHolders
Q1 20223,030$302.0K0.1%00.0%UnchangedHolders
Q4 20213,030$294.0K0.1%00.0%UnchangedHolders
Q3 20213,030$267.0K0.1%00.0%UnchangedHolders
Q2 20213,030$270.0K0.1%00.0%UnchangedHolders
Q1 20213,030$284.0K0.1%––Holders

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