Larson Financial Group
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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
Q3 		$335K Buy
3,327
+1,174
+55% +$128K 0.01% 748
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 		$80.6K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Larson Financial Group's WEC Position: Q3 2026 in Review

Larson Financial Group increased its WEC Energy (WEC) stake by 55% in Q3 2026, buying an estimated $128K and bringing the position to 3,327 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #748.

Larson Financial Group first reported a position in WEC in Q3 2019 and has held it in 28 quarters since. 787 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Larson Financial Group held 3,327 shares of WEC Energy worth $335K as of Q3 2026.
  • Larson Financial Group bought 1,174 WEC Energy shares in Q3 2026, an estimated $128K.
  • WEC Energy made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #748 holding.
  • Larson Financial Group first reported a position in WEC Energy in Q3 2019 and has held it in 28 quarters since.
  • 787 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.