Ownership history in LVZ, Inc. · 19 quarters on record
This page tracks every 13F SEC filing in which LVZ, Inc. reported a position in WEC ENERGY GROUP INC (WEC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,848 | — | 0% | 0.05% | $441K | $112.72 |
| 2025 Q2 | UNCHANGED | 3,848 | — | 0% | 0.05% | $401K | $101.67 |
| 2025 Q1 | REDUCED | 3,848 | -1,880 | -32.8% | 0.06% | $419K | $105.42 |
| 2024 Q4 | UNCHANGED | 5,728 | — | 0% | 0.07% | $539K | $90.18 |
As of 2025 Q4 — sorted by position size