Csenge Advisory Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $545K | Sell |
4,711
-287
| -6% | -$32.2K | 0.03% | 417 |
|
|
2025
Q4 | $527K | Sell |
4,998
-1,644
| -25% | -$182K | 0.02% | 429 |
|
|
2025
Q3 | $761K | Buy |
6,642
+444
| +7% | +$48.1K | 0.04% | 348 |
|
|
2025
Q2 | $666K | Buy |
6,198
+73
| +1% | +$7.77K | 0.04% | 356 |
|
|
2025
Q1 | $664K | Buy |
6,125
+1
| +0% | +$102 | 0.04% | 327 |
|
|
2024
Q4 | $576K | Buy |
6,124
+100
| +2% | +$9.7K | 0.03% | 389 |
|
|
2024
Q3 | $575K | Sell |
6,024
-1,382
| -19% | -$122K | 0.03% | 386 |
|
|
2024
Q2 | $581K | Buy |
7,406
+424
| +6% | +$34.4K | 0.03% | 371 |
|
|
2024
Q1 | $573K | Buy |
6,982
+78
| +1% | +$6.27K | 0.03% | 398 |
|
|
2023
Q4 | $581K | Buy |
6,904
+2,529
| +58% | +$208K | 0.04% | 365 |
|
|
2023
Q3 | $352K | Sell |
4,375
-117
| -3% | -$10.2K | 0.02% | 449 |
|
|
2023
Q2 | $396K | Buy |
4,492
+199
| +5% | +$18.4K | 0.03% | 425 |
|
|
2023
Q1 | $407K | Sell |
4,293
-18
| -0.4% | -$1.67K | 0.03% | 401 |
|
|
2022
Q4 | $404K | Buy |
4,311
+1
| +0% | +$92 | 0.03% | 397 |
|
|
2022
Q3 | $385K | Sell |
4,310
-1,711
| -28% | -$175K | 0.03% | 397 |
|
|
2022
Q2 | $606K | Sell |
6,021
-249
| -4% | -$25.2K | 0.05% | 305 |
|
|
2022
Q1 | $626K | Buy |
6,270
+2,372
| +61% | +$224K | 0.05% | 324 |
|
|
2021
Q4 | $352K | Sell |
3,898
-37
| -0.9% | -$3.38K | 0.03% | 422 |
|
|
2021
Q3 | $345K | Buy |
3,935
+37
| +0.9% | +$3.47K | 0.03% | 442 |
|
|
2021
Q2 | $352K | Buy |
3,898
+44
| +1% | +$4.14K | 0.03% | 423 |
|
|
2021
Q1 | $356K | Sell |
3,854
-75
| -2% | -$6.54K | 0.04% | 355 |
|
|
2020
Q4 | $362K | Sell |
3,929
-10
| -0.3% | -$973 | 0.04% | 289 |
|
|
2020
Q3 | $388K | Sell |
3,939
-29
| -0.7% | -$2.7K | 0.05% | 248 |
|
|
2020
Q2 | $348K | Sell |
3,968
-189
| -5% | -$17.1K | 0.05% | 253 |
|
|
2020
Q1 | $366K | Buy |
4,157
+68
| +2% | +$6.54K | 0.1% | 187 |
|
|
2019
Q4 | $377K | Sell |
4,089
-1,090
| -21% | -$99.4K | 0.1% | 197 |
|
|
2019
Q3 | $493K | Sell |
5,179
-34
| -0.7% | -$3.06K | 0.14% | 148 |
|
|
2019
Q2 | $434K | Sell |
5,213
-516
| -9% | -$41.4K | 0.15% | 108 |
|
|
2019
Q1 | $453K | Sell |
5,729
-312
| -5% | -$23.1K | 0.16% | 105 |
|
|
2018
Q4 | $418K | Buy |
6,041
+82
| +1% | +$5.76K | 0.15% | 107 |
|
|
2018
Q3 | $416K | Buy |
5,959
+929
| +18% | +$61.9K | 0.16% | 94 |
|
|
2018
Q2 | $326K | Sell |
5,030
-1,117
| -18% | -$69.4K | 0.12% | 171 |
|
|
2018
Q1 | $385K | Buy |
6,147
+2,517
| +69% | +$156K | 0.13% | 154 |
|
|
2017
Q4 | $241K | Buy |
+3,630
| New | +$244K | 0.09% | 210 |
|
Other funds holding WEC
VCM
VPM
Csenge Advisory Group's WEC Position: Q1 2026 in Review
Csenge Advisory Group reduced its WEC Energy (WEC) stake by 5.7% in Q1 2026, selling an estimated $32.2K and leaving 4,711 shares worth $545K. The position accounts for 0.03% of the portfolio, ranked #417.
Csenge Advisory Group first reported a position in WEC in Q4 2017 and has held it in 34 quarters since. The position peaked at $761K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Csenge Advisory Group held 4,711 shares of WEC Energy worth $545K as of Q1 2026.
- Csenge Advisory Group sold 287 WEC Energy shares in Q1 2026, an estimated $32.2K.
- WEC Energy made up 0.03% of Csenge Advisory Group's portfolio in Q1 2026, its #417 holding.
- Csenge Advisory Group first reported a position in WEC Energy in Q4 2017 and has held it in 34 quarters since.
- Csenge Advisory Group's WEC Energy position peaked at $761K in Q3 2025.
- 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.