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Livermore
Livermore
ZHEN

Larson Financial Group LLC

SEC CIK
0001731061
Latest filing
Aug 14, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Larson Financial Group 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 Q2 2026 holdings

Shares (Q2 2026)
2,153
Value
$251.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WEC by Larson Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,153$251.5K<0.1%+255+13.4%AddedHolders
Q1 20261,898$219.7K<0.1%+204+12.0%AddedHolders
Q4 20251,694$178.6K<0.1%−140−7.6%ReducedHolders
Q3 20251,834$210.2K<0.1%+680+58.9%AddedHolders
Q2 20251,154$120.2K<0.1%+272+30.8%AddedHolders
Q1 2025882$96.1K<0.1%+607+220.7%AddedHolders
Q4 2024275$25.9K<0.1%+268+3,828.6%AddedHolders
Q3 20247$673<0.1%+1+16.7%AddedHolders
Q2 20246$471<0.1%+4+200.0%AddedHolders
Q1 20242$164<0.1%−1,000−99.8%ReducedHolders
Q4 20231,002$84.3K<0.1%+2+0.2%AddedHolders
Q3 20231,000$80.5K<0.1%+1,000NewHolders
Q2 20230$00.0%−114−100.0%Sold outHolders
Q1 2023114$10.8K<0.1%00.0%UnchangedHolders
Q4 2022114$10.7K<0.1%00.0%UnchangedHolders
Q3 2022114$10.0K<0.1%00.0%UnchangedHolders
Q2 2022114$11.0K<0.1%00.0%UnchangedHolders
Q1 2022114$11.0K<0.1%00.0%UnchangedHolders
Q4 2021114$11.0K<0.1%00.0%UnchangedHolders
Q3 2021114$10.0K<0.1%−5−4.2%ReducedHolders
Q2 2021119$11.0K<0.1%00.0%UnchangedHolders
Q1 2021119$11.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.