Position
CreativeOne Wealth, LLC in Wec Energy Group, Inc.
Back to the book · All holders of WEC
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $48.3K$105.47 → $115.77
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 4.69K | $494.5K | — | — | — | 0.0% |
| Q1 2026 | 4.86K | $562.2K | $115.77 | $48.3K | $19.3K | 0.0% |