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COMPASS FINANCIAL MANAGEMENT LLC’s WEC Energy WEC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$29.2K Buy
+266
New +$30.3K ﹤0.01% 803

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WEC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WEC Energy (WEC) in Q2 2026: 266 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #803 among its holdings.

1,170 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 266 shares of WEC Energy worth $29.2K as of Q2 2026.
  • WEC Energy was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • WEC Energy made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #803 holding.
  • 1,170 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.