Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Bartlett & Co. 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 overview All 13F holders of WEC Full Q2 2026 holdings

Shares (Q2 2026): 76,919
Value: $8.98M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WEC by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	76,919	$8.98M	0.1%	−1,128−1.4%	Reduced	Holders
Q1 2026	78,047	$9.09M	0.1%	−302−0.4%	Reduced	Holders
Q4 2025	78,349	$8.26M	0.1%	−129−0.2%	Reduced	Holders
Q3 2025	78,478	$8.99M	0.1%	−1,479−1.8%	Reduced	Holders
Q2 2025	79,957	$8.33M	0.1%	−3,009−3.6%	Reduced	Holders
Q1 2025	82,966	$9.04M	0.1%	+410.0%	Added	Holders
Q4 2024	82,925	$7.80M	0.1%	+1,100+1.3%	Added	Holders
Q3 2024	81,825	$7.87M	0.1%	−2,350−2.8%	Reduced	Holders
Q2 2024	84,175	$6.60M	0.1%	−1,653−1.9%	Reduced	Holders
Q1 2024	85,828	$7.05M	0.1%	+128+0.1%	Added	Holders
Q4 2023	85,700	$7.20M	0.1%	−325−0.4%	Reduced	Holders
Q3 2023	86,025	$6.93M	0.1%	−100−0.1%	Reduced	Holders
Q2 2023	86,125	$7.60M	0.1%	−440−0.5%	Reduced	Holders
Q1 2023	86,565	$8.21M	0.2%	00.0%	Unchanged	Holders
Q4 2022	86,565	$8.12M	0.2%	−240−0.3%	Reduced	Holders
Q3 2022	86,805	$7.76M	0.2%	−1,294−1.5%	Reduced	Holders
Q2 2022	88,099	$8.87M	0.2%	−9,160−9.4%	Reduced	Holders
Q1 2022	97,259	$9.71M	0.2%	−4,448−4.4%	Reduced	Holders
Q4 2021	101,707	$9.87M	0.2%	+416+0.4%	Added	Holders
Q3 2021	101,291	$8.93M	0.2%	−115−0.1%	Reduced	Holders
Q2 2021	101,406	$9.02M	0.2%	−500.0%	Reduced	Holders
Q1 2021	101,456	$9.50M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.