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Centaurus Financial’s WEC Energy WEC Stock Holding History

Centaurus Financial’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
Q1 		$140K Buy
1,212
+2
+0.2% +$225 0.01% 936
2025
Q4 		$128K Sell
1,210
-1,808
-60% -$200K 0.01% 952
2025
Q3 		$346K Buy
3,018
+1,588
+111% +$172K 0.02% 631
2025
Q2 		$149K Sell
1,430
-4
-0.3% -$426 0.01% 821
2025
Q1 		$156K Buy
1,434
+12
+0.8% +$1.23K 0.01% 753
2024
Q4 		$134K Sell
1,422
-4
-0.3% -$388 0.01% 794
2024
Q3 		$137K Buy
1,426
+12
+0.8% +$1.06K 0.01% 752
2024
Q2 		$111K Buy
1,414
+62
+5% +$5.04K 0.01% 763
2024
Q1 		$111K Buy
+1,352
New +$109K 0.01% 739
2019
Q3 		– Sell
-1,270
Closed -$106K – 595
2019
Q2 		$106K Buy
+1,270
New +$102K 0.02% 564
2019
Q1 		– Sell
-267
Closed -$4 – 582
2018
Q4 		$4 Buy
+267
New +$18.7K 0.03% 332
2018
Q3 		– Sell
-2,176
Closed -$141K – 2030
2018
Q2 		$141K Buy
+2,176
New +$135K 0.02% 605

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Centaurus Financial's WEC Position: Q1 2026 in Review

Centaurus Financial increased its WEC Energy (WEC) stake by 0.17% in Q1 2026, buying an estimated $225 and bringing the position to 1,212 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #936.

Centaurus Financial first reported a position in WEC in Q2 2018 and has held it in 12 quarters since. The position peaked at $346K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Centaurus Financial held 1,212 shares of WEC Energy worth $140K as of Q1 2026.
  • Centaurus Financial bought 2 WEC Energy shares in Q1 2026, an estimated $225.
  • WEC Energy made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #936 holding.
  • Centaurus Financial first reported a position in WEC Energy in Q2 2018 and has held it in 12 quarters since.
  • Centaurus Financial's WEC Energy position peaked at $346K in Q3 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.