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Compass Financial Group (South Dakota)’s WEC Energy WEC Stock Holding History

Compass Financial Group (South Dakota)’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 		$296K Hold
2,938
– – 0.03% 90
2026
Q2 		$343K Hold
2,938
– – 0.04% 81
2026
Q1 		$340K Hold
2,938
– – 0.05% 76
2025
Q4 		$310K Hold
2,938
– – 0.04% 77
2025
Q3 		$337K Hold
2,938
– – 0.05% 72
2025
Q2 		$306K Hold
2,938
– – 0.05% 72
2025
Q1 		$320K Hold
2,938
– – 0.06% 69
2024
Q4 		$276K Hold
2,938
– – 0.05% 76
2024
Q3 		$283K Hold
2,938
– – 0.06% 76
2024
Q2 		$231K Hold
2,938
– – 0.05% 85
2024
Q1 		$241K Hold
2,938
– – 0.06% 80
2023
Q4 		$247K Hold
2,938
– – 0.07% 78
2023
Q3 		$237K Hold
2,938
– – 0.07% 80
2023
Q2 		$259K Hold
2,938
– – 0.08% 81
2023
Q1 		$278K Hold
2,938
– – 0.09% 74
2022
Q4 		$275K Buy
+2,938
New +$272K 0.1% 68

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Compass Financial Group (South Dakota)'s WEC Position: Q3 2026 in Review

Compass Financial Group (South Dakota) held its WEC Energy (WEC) position steady in Q3 2026 at 2,938 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #90.

Compass Financial Group (South Dakota) first reported a position in WEC in Q4 2022 and has held it in 16 quarters since. The position peaked at $343K in Q2 2026. 97 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Compass Financial Group (South Dakota) held 2,938 shares of WEC Energy worth $296K as of Q3 2026.
  • Compass Financial Group (South Dakota) left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.03% of Compass Financial Group (South Dakota)'s portfolio in Q3 2026, its #90 holding.
  • Compass Financial Group (South Dakota) first reported a position in WEC Energy in Q4 2022 and has held it in 16 quarters since.
  • Compass Financial Group (South Dakota)'s WEC Energy position peaked at $343K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q3 2026, filed 13 Oct 2026.