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Larson Financial Group’s WEC Energy WEC Stock Holding History

Larson Financial Group’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Buy
2,153
+255
+13% +$29.1K 0.01% 762
2026
Q1 		$220K Buy
1,898
+204
+12% +$22.9K 0.01% 691
2025
Q4 		$179K Sell
1,694
-140
-8% -$15.5K 0.01% 733
2025
Q3 		$210K Buy
1,834
+680
+59% +$73.7K 0.01% 678
2025
Q2 		$120K Buy
1,154
+272
+31% +$28.9K ﹤0.01% 794
2025
Q1 		$96.1K Buy
882
+607
+221% +$62K ﹤0.01% 812
2024
Q4 		$25.9K Buy
275
+268
+3,829% +$26K ﹤0.01% 1126
2024
Q3 		$673 Buy
7
+1
+17% +$89 ﹤0.01% 2066
2024
Q2 		$471 Buy
6
+4
+200% +$325 ﹤0.01% 1853
2024
Q1 		$164 Sell
2
-1,000
-100% -$80.4K ﹤0.01% 1659
2023
Q4 		$84.3K Buy
1,002
+2
+0.2% +$165 0.01% 529
2023
Q3 		$80.5K Buy
+1,000
New +$86.9K 0.01% 497
2023
Q2 		– Sell
-114
Closed -$10.8K – 1633
2023
Q1 		$10.8K Hold
114
– – ﹤0.01% 903
2022
Q4 		$10.7K Hold
114
– – ﹤0.01% 840
2022
Q3 		$10K Hold
114
– – ﹤0.01% 801
2022
Q2 		$11K Hold
114
– – ﹤0.01% 711
2022
Q1 		$11K Hold
114
– – ﹤0.01% 647
2021
Q4 		$11K Hold
114
– – ﹤0.01% 675
2021
Q3 		$10K Sell
114
-5
-4% -$469 ﹤0.01% 600
2021
Q2 		$11K Hold
119
– – ﹤0.01% 546
2021
Q1 		$11K Hold
119
– – ﹤0.01% 529
2020
Q4 		$11K Hold
119
– – ﹤0.01% 488
2020
Q3 		$12K Buy
119
+5
+4% +$466 ﹤0.01% 417
2020
Q2 		$10K Hold
114
– – ﹤0.01% 405
2020
Q1 		$10K Hold
114
– – 0.01% 298
2019
Q4 		$11K Hold
114
– – 0.01% 293
2019
Q3 		$11K Buy
+114
New +$10.3K 0.01% 298

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Larson Financial Group's WEC Position: Q2 2026 in Review

Larson Financial Group increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $29.1K and bringing the position to 2,153 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #762.

Larson Financial Group first reported a position in WEC in Q3 2019 and has held it in 27 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Larson Financial Group held 2,153 shares of WEC Energy worth $251K as of Q2 2026.
  • Larson Financial Group bought 255 WEC Energy shares in Q2 2026, an estimated $29.1K.
  • WEC Energy made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #762 holding.
  • Larson Financial Group first reported a position in WEC Energy in Q3 2019 and has held it in 27 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.