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Livermore
Livermore
ZHEN

Lodestone Wealth Management LLC

SEC CIK
0001950158
Latest filing
Jul 23, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Lodestone Wealth Management 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)
2,787
Value
$325.4K
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of WEC by Lodestone Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,787$325.4K0.1%00.0%UnchangedHolders
Q1 20262,787$322.7K0.1%00.0%UnchangedHolders
Q4 20252,787$293.9K0.1%00.0%UnchangedHolders
Q3 20252,787$319.4K0.1%+27+1.0%AddedHolders
Q2 20252,760$287.6K0.1%−128−4.4%ReducedHolders
Q1 20252,888$314.7K0.2%00.0%UnchangedHolders
Q4 20242,888$271.6K0.1%00.0%UnchangedHolders
Q3 20242,888$277.8K0.1%00.0%UnchangedHolders
Q2 20242,888$226.6K0.1%00.0%UnchangedHolders
Q1 20242,888$237.2K0.1%00.0%UnchangedHolders
Q4 20232,888$243.1K0.1%00.0%UnchangedHolders
Q3 20232,888$232.6K0.2%00.0%UnchangedHolders
Q2 20232,888$254.8K0.2%00.0%UnchangedHolders
Q1 20232,888$273.8K0.2%−169−5.5%ReducedHolders
Q4 20223,057$286.6K0.2%–No prior filingHolders