13F

Position

Dynamic Advisor Solutions LLC in Wec Energy Group, Inc.

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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 $37.3K$105.46$115.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.61K$381.1K0.0%
Q1 20263.66K$424K$115.78$37.3K$5.56K0.0%