Skip to main content
Livermore
Livermore
ZHEN

MBE Wealth Management, LLC

SEC CIK
0001775850
Latest filing
Jul 24, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by MBE Wealth Management, 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)
2,793
Value
$326.2K
% of portfolio
0.1%
Quarters held
19
Since Q1 2021
Holdings of WEC by MBE Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,793$326.2K0.1%00.0%UnchangedHolders
Q1 20262,793$323.4K0.1%00.0%UnchangedHolders
Q4 20252,793$294.6K0.1%00.0%UnchangedHolders
Q3 20252,793$320.1K0.1%+95+3.5%AddedHolders
Q2 20252,698$281.1K0.1%+10.0%AddedHolders
Q1 20252,697$293.9K0.1%+237+9.6%AddedHolders
Q4 20242,460$231.4K0.1%+205+9.1%AddedHolders
Q3 20242,255$216.9K0.1%+2,255NewHolders
Q2 20240$00.0%−2,662−100.0%Sold outHolders
Q1 20242,662$218.6K0.1%00.0%UnchangedHolders
Q4 20232,662$224.1K0.1%−22−0.8%ReducedHolders
Q3 20232,684$216.2K0.1%+22+0.8%AddedHolders
Q2 20232,662$234.9K0.1%00.0%UnchangedHolders
Q1 20232,662$252.3K0.1%00.0%UnchangedHolders
Q4 20222,662$249.6K0.2%−487−15.5%ReducedHolders
Q3 20223,149$282.0K0.2%00.0%UnchangedHolders
Q2 20223,149$317.0K0.2%+508+19.2%AddedHolders
Q1 20222,641$264.0K0.2%+512+24.0%AddedHolders
Q4 20212,129$207.0K0.1%+2,129NewHolders
Q2 20210$00.0%−2,143−100.0%Sold outHolders
Q1 20212,143$201.0K0.1%––Holders

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