Fullcircle Wealth LLC
- SEC CIK
- 0002030910
- Latest filing
- Nov 5, 2025
WEC holding history
Wec Energy Group, Inc. in every 13F filed by Fullcircle Wealth 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 2025 holdings
- Shares (Q3 2025)
- 8,718
- Value
- $975.2K
- % of portfolio
- 0.3%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 8,718 | $975.2K | 0.3% | −92−1.0% | Reduced | Holders |
| Q2 2025 | 8,810 | $980.2K | 0.4% | +53+0.6% | Added | Holders |
| Q1 2025 | 8,757 | $950.4K | 0.4% | −106−1.2% | Reduced | Holders |
| Q4 2024 | 8,863 | $919.8K | 0.4% | −358−3.9% | Reduced | Holders |
| Q3 2024 | 9,221 | $894.4K | 0.4% | +467+5.3% | Added | Holders |
| Q2 2024 | 8,754 | $731.5K | 0.4% | – | No prior filing | Holders |