Wealth Preservation Advisors, LLC

SEC CIK: 0001968434
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Wealth Preservation Advisors, 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 (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of WEC by Wealth Preservation Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−24−100.0%	Sold out	Holders
Q3 2025	24	$2.75K	<0.1%	+5+26.3%	Added	Holders
Q2 2025	19	$1.98K	<0.1%	−5−20.8%	Reduced	Holders
Q1 2025	24	$2.62K	<0.1%	–	No prior filing	Holders