Journey Advisory Group, LLC

SEC CIK: 0001840085
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Journey Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEC overview All 13F holders of WEC Full Q2 2026 holdings

Shares (Q2 2026): 30,447
Value: $3.56M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WEC by Journey Advisory Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,447	$3.56M	0.3%	+133+0.4%	Added	Holders
Q1 2026	30,314	$3.51M	0.3%	−470−1.5%	Reduced	Holders
Q4 2025	30,784	$3.25M	0.3%	−1,476−4.6%	Reduced	Holders
Q3 2025	32,260	$3.70M	0.3%	+1,996+6.6%	Added	Holders
Q2 2025	30,264	$3.15M	0.2%	−161−0.5%	Reduced	Holders
Q1 2025	30,425	$3.32M	0.3%	+826+2.8%	Added	Holders
Q4 2024	29,599	$2.32M	0.3%	00.0%	Unchanged	Holders
Q3 2024	29,599	$2.32M	0.3%	00.0%	Unchanged	Holders
Q2 2024	29,599	$2.32M	0.3%	+2,835+10.6%	Added	Holders
Q1 2024	26,764	$2.20M	0.3%	+107+0.4%	Added	Holders
Q4 2023	26,657	$2.24M	0.3%	−757−2.8%	Reduced	Holders
Q3 2023	27,414	$2.21M	0.3%	+1,180+4.5%	Added	Holders
Q2 2023	26,234	$2.31M	0.3%	+3,712+16.5%	Added	Holders
Q1 2023	22,522	$2.13M	0.3%	+6,626+41.7%	Added	Holders
Q4 2022	15,896	$1.49M	0.4%	+1,990+14.3%	Added	Holders
Q3 2022	13,906	$1.24M	0.3%	+1,238+9.8%	Added	Holders
Q2 2022	12,668	$1.32M	0.3%	+4,464+54.4%	Added	Holders
Q1 2022	8,204	$819.0K	0.2%	+2,322+39.5%	Added	Holders
Q4 2021	5,882	$571.0K	0.2%	+718+13.9%	Added	Holders
Q3 2021	5,164	$455.0K	0.1%	+1,828+54.8%	Added	Holders
Q2 2021	3,336	$297.0K	0.1%	+1,110+49.9%	Added	Holders
Q1 2021	2,226	$208.0K	0.1%	–	–	Holders

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