N.E.W. Advisory Services LLC

SEC CIK: 0001803456
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

WEC holding history

Wec Energy Group, Inc. in every 13F filed by N.E.W. Advisory Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEC overview All 13F holders of WEC Full Q2 2026 holdings

Shares (Q2 2026): 42,320
Value: $4.94M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WEC by N.E.W. Advisory Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,320	$4.94M	0.3%	−88−0.2%	Reduced	Holders
Q1 2026	42,408	$4.91M	0.4%	+4,062+10.6%	Added	Holders
Q4 2025	38,346	$4.04M	0.3%	+3,813+11.0%	Added	Holders
Q3 2025	34,533	$3.96M	0.4%	−602−1.7%	Reduced	Holders
Q2 2025	35,135	$3.66M	0.4%	−5,026−12.5%	Reduced	Holders
Q1 2025	40,161	$4.38M	0.3%	+2,142+5.6%	Added	Holders
Q4 2024	38,019	$3.58M	0.3%	+2,659+7.5%	Added	Holders
Q3 2024	35,360	$3.40M	0.3%	+564+1.6%	Added	Holders
Q2 2024	34,796	$2.73M	0.3%	−1,293−3.6%	Reduced	Holders
Q1 2024	36,089	$2.96M	0.3%	+30.0%	Added	Holders
Q4 2023	36,086	$3.04M	0.4%	+132+0.4%	Added	Holders
Q3 2023	35,954	$2.90M	0.4%	+5,766+19.1%	Added	Holders
Q2 2023	30,188	$2.66M	0.4%	−324−1.1%	Reduced	Holders
Q1 2023	30,512	$2.89M	0.4%	+306+1.0%	Added	Holders
Q4 2022	30,206	$2.83M	0.4%	+211+0.7%	Added	Holders
Q3 2022	29,995	$2.68M	0.5%	+311+1.0%	Added	Holders
Q2 2022	29,684	$2.99M	0.5%	+3,032+11.4%	Added	Holders
Q1 2022	26,652	$2.50M	0.5%	+2,064+8.4%	Added	Holders
Q4 2021	24,588	$2.39M	0.4%	−467−1.9%	Reduced	Holders
Q3 2021	25,055	$2.21M	0.4%	−1,156−4.4%	Reduced	Holders
Q2 2021	26,211	$2.33M	0.4%	−441−1.7%	Reduced	Holders
Q1 2021	26,652	$2.49M	0.5%	–	–	Holders

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