CFGSD
Compass Financial Group (South Dakota)’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$275K | 0.1% | 68 |
|