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Livermore
Livermore
ZHEN

McCarthy Grittinger Financial Group, LLC

SEC CIK
0001972750
Latest filing
Aug 3, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by McCarthy Grittinger 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)
89
Value
$10.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WEC by McCarthy Grittinger Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202689$10.4K<0.1%00.0%UnchangedHolders
Q1 202689$10.3K<0.1%00.0%UnchangedHolders
Q4 202589$9.39K<0.1%00.0%UnchangedHolders
Q3 202589$10.2K<0.1%00.0%UnchangedHolders
Q2 202589$9.27K<0.1%00.0%UnchangedHolders
Q1 202589$9.70K<0.1%00.0%UnchangedHolders
Q4 202489$8.37K<0.1%00.0%UnchangedHolders
Q3 202489$8.56K<0.1%00.0%UnchangedHolders
Q2 202489$6.98K<0.1%−462−83.8%ReducedHolders
Q1 2024551$45.2K<0.1%00.0%UnchangedHolders
Q4 2023551$46.4K<0.1%−441−44.5%ReducedHolders
Q3 2023992$79.9K<0.1%+221+28.7%AddedHolders
Q2 2023771$68.0K<0.1%−49−6.0%ReducedHolders
Q1 2023820$77.7K<0.1%−164−16.7%ReducedHolders
Q4 2022984$92.3K<0.1%00.0%UnchangedHolders
Q3 2022984$88.0K<0.1%−885−47.4%ReducedHolders
Q2 20221,869$188.1K0.1%00.0%UnchangedHolders
Q1 20221,869$186.5K0.1%00.0%UnchangedHolders
Q4 20211,869$181.4K0.1%00.0%UnchangedHolders
Q3 20211,869$164.8K0.1%00.0%UnchangedHolders
Q2 20211,869$166.2K0.1%00.0%UnchangedHolders
Q1 20211,869$174.9K0.1%––Holders

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