Steward Financial Group LLC
- SEC CIK
- 0001906349
- Latest filing
- Oct 23, 2023
WEC holding history
Wec Energy Group, Inc. in every 13F filed by Steward Financial Group 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 Q3 2023 holdings
- Shares (Q3 2023)
- 43
- Value
- $3.00K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 43 | $3.00K | <0.1% | +43 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −83−100.0% | Sold out | Holders |
| Q1 2023 | 83 | $7.00K | <0.1% | +34+69.4% | Added | Holders |
| Q4 2022 | 49 | $4.00K | <0.1% | +49 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −38−100.0% | Sold out | Holders |
| Q2 2022 | 38 | $3.00K | <0.1% | +38 | New | Holders |