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Frank, Rimerman Advisors LLC

SEC CIK
0001977560
Latest filing
Jul 27, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Frank, Rimerman 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 (Q2 2026)
3,507
Value
$409.5K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of WEC by Frank, Rimerman Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,507$409.5K<0.1%+448+14.6%AddedHolders
Q1 20263,059$354.1K<0.1%+4+0.1%AddedHolders
Q4 20253,055$322.2K<0.1%−566−15.6%ReducedHolders
Q3 20253,621$414.9K<0.1%+695+23.8%AddedHolders
Q2 20252,926$304.9K<0.1%−890−23.3%ReducedHolders
Q1 20253,816$415.9K<0.1%−207−5.1%ReducedHolders
Q4 20244,023$378.3K<0.1%+919+29.6%AddedHolders
Q3 20243,104$298.5K<0.1%−9,019−74.4%ReducedHolders
Q2 202412,123$951.2K0.1%+12,123NewHolders