Compass Financial Group (South Dakota)’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $241K | Hold |
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|
2023
Q4 | $247K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $275K | Buy |
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