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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Compass Financial Group (South Dakota)'s WEC Position: Q2 2026 in Review

Compass Financial Group (South Dakota) held its WEC Energy (WEC) position steady in Q2 2026 at 2,938 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #81.

Compass Financial Group (South Dakota) first reported a position in WEC in Q4 2022 and has held it in 15 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Compass Financial Group (South Dakota) held 2,938 shares of WEC Energy worth $343K as of Q2 2026.
Compass Financial Group (South Dakota) left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #81 holding.
Compass Financial Group (South Dakota) first reported a position in WEC Energy in Q4 2022 and has held it in 15 quarters since.
848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.