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David Loasby

SEC CIK
0001775863
Latest filing
Feb 13, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by David Loasby, 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 Q4 2025 holdings

Shares (Q4 2025)
138,208
Value
$14.5M
% of portfolio
1.0%
Quarters held
20
Since Q1 2021
Holdings of WEC by David Loasby, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025138,208$14.5M1.0%+3,692+2.7%AddedHolders
Q3 2025134,516$15.5M1.2%+1,975+1.5%AddedHolders
Q2 2025132,541$14.6M1.2%+4,015+3.1%AddedHolders
Q1 2025128,526$13.6M1.3%+4,966+4.0%AddedHolders
Q4 2024123,560$11.5M1.1%+6,565+5.6%AddedHolders
Q3 2024116,995$11.3M1.1%+956+0.8%AddedHolders
Q2 2024116,039$9.07M0.9%+2,521+2.2%AddedHolders
Q1 2024113,518$9.30M0.9%−6,573−5.5%ReducedHolders
Q4 2023120,091$10.4M1.1%−8,301−6.5%ReducedHolders
Q3 2023128,392$10.2M1.1%+8,719+7.3%AddedHolders
Q2 2023119,673$10.8M1.2%+6,654+5.9%AddedHolders
Q1 2023113,019$11.1M1.3%+4,441+4.1%AddedHolders
Q4 2022108,578$10.7M1.4%+4,381+4.2%AddedHolders
Q3 2022104,197$8.89M1.4%+18,573+21.7%AddedHolders
Q2 202285,624$8.55M1.3%+221+0.3%AddedHolders
Q1 202285,403$8.92M1.2%−500−0.6%ReducedHolders
Q4 202185,903$8.34M1.0%+219+0.3%AddedHolders
Q3 202185,684$7.56M1.0%+1,452+1.7%AddedHolders
Q2 202184,232$7.49M1.0%+710+0.9%AddedHolders
Q1 202183,522$7.82M1.1%––Holders

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