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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by SOA Wealth Advisors, 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
19
Since Q1 2021
Holdings of WEC by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−480−100.0%Sold outHolders
Q3 2025480$55.0K<0.1%00.0%UnchangedHolders
Q2 2025480$50.0K<0.1%00.0%UnchangedHolders
Q1 2025480$52.3K<0.1%00.0%UnchangedHolders
Q4 2024480$45.1K<0.1%00.0%UnchangedHolders
Q3 2024480$46.2K<0.1%00.0%UnchangedHolders
Q2 2024480$37.7K<0.1%00.0%UnchangedHolders
Q1 2024480$39.4K<0.1%00.0%UnchangedHolders
Q4 2023480$40.4K<0.1%00.0%UnchangedHolders
Q3 2023480$38.7K<0.1%00.0%UnchangedHolders
Q2 2023480$42.4K<0.1%00.0%UnchangedHolders
Q1 2023480$45.5K<0.1%00.0%UnchangedHolders
Q4 2022480$45.0K<0.1%00.0%UnchangedHolders
Q3 2022480$42.0K<0.1%00.0%UnchangedHolders
Q2 2022480$48.0K<0.1%00.0%UnchangedHolders
Q1 2022480$47.0K<0.1%00.0%UnchangedHolders
Q4 2021480$46.0K<0.1%00.0%UnchangedHolders
Q3 2021480$42.0K<0.1%00.0%UnchangedHolders
Q2 2021480$42.0K<0.1%00.0%UnchangedHolders
Q1 2021480$44.0K<0.1%––Holders

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