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Livermore
Livermore
ZHEN

Lantz Financial LLC

SEC CIK
0001766883
Latest filing
Jul 9, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Lantz Financial 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)
26,829
Value
$3.13M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of WEC by Lantz Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,829$3.13M0.6%+556+2.1%AddedHolders
Q1 202626,273$3.04M0.6%−49−0.2%ReducedHolders
Q4 202526,322$2.78M0.6%−1,061−3.9%ReducedHolders
Q3 202527,383$3.14M0.7%−27−0.1%ReducedHolders
Q2 202527,410$2.86M0.7%−282−1.0%ReducedHolders
Q1 202527,692$3.02M0.8%−1,115−3.9%ReducedHolders
Q4 202428,807$2.71M0.7%−971−3.3%ReducedHolders
Q3 202429,778$2.86M0.8%+1,508+5.3%AddedHolders
Q2 202428,270$2.22M0.7%−184−0.6%ReducedHolders
Q1 202428,454$2.34M0.8%+21,758+324.9%AddedHolders
Q4 20236,696$563.6K0.2%−630−8.6%ReducedHolders
Q3 20237,326$590.1K0.2%+9+0.1%AddedHolders
Q2 20237,317$645.7K0.3%+37+0.5%AddedHolders
Q1 20237,280$690.1K0.3%+673+10.2%AddedHolders
Q4 20226,607$619.5K0.3%−750−10.2%ReducedHolders
Q3 20227,357$658.0K0.3%00.0%UnchangedHolders
Q2 20227,357$740.0K0.3%00.0%UnchangedHolders
Q1 20227,357$734.0K0.3%00.0%UnchangedHolders
Q4 20217,357$714.0K0.3%00.0%UnchangedHolders
Q3 20217,357$649.0K0.3%00.0%UnchangedHolders
Q2 20217,357$654.0K0.3%+162+2.3%AddedHolders
Q1 20217,195$673.0K0.4%––Holders

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