Csenge Advisory Group’s WEC Energy WEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
6,198
+73
+1% +$7.84K 0.04% 356
2025
Q1
$664K Buy
6,125
+1
+0% +$108 0.04% 327
2024
Q4
$576K Buy
6,124
+100
+2% +$9.4K 0.03% 389
2024
Q3
$575K Sell
6,024
-1,382
-19% -$132K 0.03% 386
2024
Q2
$581K Buy
7,406
+424
+6% +$33.3K 0.03% 371
2024
Q1
$573K Buy
6,982
+78
+1% +$6.41K 0.03% 398
2023
Q4
$581K Buy
6,904
+2,529
+58% +$213K 0.04% 365
2023
Q3
$352K Sell
4,375
-117
-3% -$9.43K 0.02% 449
2023
Q2
$396K Buy
4,492
+199
+5% +$17.6K 0.03% 425
2023
Q1
$407K Sell
4,293
-18
-0.4% -$1.71K 0.03% 401
2022
Q4
$404K Buy
4,311
+1
+0% +$94 0.03% 397
2022
Q3
$385K Sell
4,310
-1,711
-28% -$153K 0.03% 397
2022
Q2
$606K Sell
6,021
-249
-4% -$25.1K 0.05% 305
2022
Q1
$626K Buy
6,270
+2,372
+61% +$237K 0.05% 324
2021
Q4
$352K Sell
3,898
-37
-0.9% -$3.34K 0.03% 422
2021
Q3
$345K Buy
3,935
+37
+0.9% +$3.24K 0.03% 442
2021
Q2
$352K Buy
3,898
+44
+1% +$3.97K 0.03% 423
2021
Q1
$356K Sell
3,854
-75
-2% -$6.93K 0.04% 355
2020
Q4
$362K Sell
3,929
-10
-0.3% -$921 0.04% 289
2020
Q3
$388K Sell
3,939
-29
-0.7% -$2.86K 0.05% 248
2020
Q2
$348K Sell
3,968
-189
-5% -$16.6K 0.05% 253
2020
Q1
$366K Buy
4,157
+68
+2% +$5.99K 0.1% 187
2019
Q4
$377K Sell
4,089
-1,090
-21% -$100K 0.1% 197
2019
Q3
$493K Sell
5,179
-34
-0.7% -$3.24K 0.14% 148
2019
Q2
$434K Sell
5,213
-516
-9% -$43K 0.15% 108
2019
Q1
$453K Sell
5,729
-312
-5% -$24.7K 0.16% 105
2018
Q4
$418K Buy
6,041
+82
+1% +$5.67K 0.15% 107
2018
Q3
$416K Buy
5,959
+929
+18% +$64.9K 0.16% 94
2018
Q2
$326K Sell
5,030
-1,117
-18% -$72.4K 0.12% 171
2018
Q1
$385K Buy
6,147
+2,517
+69% +$158K 0.13% 154
2017
Q4
$241K Buy
+3,630
New +$241K 0.09% 210