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Compass Financial Management’s WEC Energy WEC Stock Holding History

Compass Financial Management’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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Compass Financial Management's WEC Position: Q2 2026 in Review

Compass Financial Management 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.

1,340 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Compass Financial Management held 266 shares of WEC Energy worth $29.2K as of Q2 2026.
  • WEC Energy was a new Compass Financial Management position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #803 holding.
  • 1,340 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.