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Livermore
Livermore
ZHEN

Atlantic Private Wealth, LLC

SEC CIK
0001893143
Latest filing
Aug 11, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Atlantic Private Wealth, 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)
296
Value
$34.6K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of WEC by Atlantic Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026296$34.6K<0.1%+2+0.7%AddedHolders
Q1 2026294$34.0K<0.1%+3+1.0%AddedHolders
Q4 2025291$30.7K<0.1%+2+0.7%AddedHolders
Q3 2025289$33.1K<0.1%+2+0.7%AddedHolders
Q2 2025287$29.9K<0.1%+3+1.1%AddedHolders
Q1 2025284$31.0K<0.1%+2+0.7%AddedHolders
Q4 2024282$26.5K<0.1%+3+1.1%AddedHolders
Q3 2024279$26.9K<0.1%+2+0.7%AddedHolders
Q2 2024277$21.8K<0.1%+3+1.1%AddedHolders
Q1 2024274$22.5K<0.1%−643−70.1%ReducedHolders
Q4 2023917$77.2K0.1%+9+1.0%AddedHolders
Q3 2023908$73.2K0.1%+8+0.9%AddedHolders
Q2 2023900$79.4K0.1%+8+0.9%AddedHolders
Q1 2023892$84.5K0.1%+892NewHolders