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 |
| 2024 Q3 | UNCHANGED | 5,728 | — | 0% | 0.07% | $551K | $91.45 |
| 2024 Q2 | REDUCED | 5,728 | -50 | -0.9% | 0.06% | $449K | $73.90 |
| 2024 Q1 | UNCHANGED | 5,778 | — | 0% | 0.06% | $474K | $76.59 |
| 2023 Q4 | ADDED | 5,778 | +300 | +5.5% | 0.07% | $486K | $77.67 |
| 2023 Q3 | REDUCED | 5,478 | -250 | -4.4% | 0.07% | $441K | $73.61 |
| 2023 Q1 | ADDED | 5,728 | +300 | +5.5% | 0.08% | $543K | $85.14 |
As of 2025 Q4 — sorted by position size