Badgley Phelps Wealth Managers’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Buy |
5,152
+456
| +10% | +$47.5K | 0.01% | 210 |
|
|
2025
Q1 | $512K | Hold |
4,696
| – | – | 0.01% | 211 |
|
|
2024
Q4 | $442K | Hold |
4,696
| – | – | 0.01% | 220 |
|
|
2024
Q3 | $452K | Sell |
4,696
-1,309
| -22% | -$126K | 0.01% | 219 |
|
|
2024
Q2 | $471K | Sell |
6,005
-1,359
| -18% | -$107K | 0.01% | 200 |
|
|
2024
Q1 | $605K | Hold |
7,364
| – | – | 0.02% | 187 |
|
|
2023
Q4 | $620K | Buy |
7,364
+346
| +5% | +$29.1K | 0.02% | 183 |
|
|
2023
Q3 | $565K | Buy |
7,018
+373
| +6% | +$30K | 0.02% | 166 |
|
|
2023
Q2 | $586K | Hold |
6,645
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $630K | Buy |
6,645
+169
| +3% | +$16K | 0.02% | 144 |
|
|
2022
Q4 | $607K | Sell |
6,476
-100
| -2% | -$9.38K | 0.02% | 143 |
|
|
2022
Q3 | $588K | Hold |
6,576
| – | – | 0.03% | 134 |
|
|
2022
Q2 | $662K | Buy |
6,576
+23
| +0.4% | +$2.32K | 0.03% | 134 |
|
|
2022
Q1 | $654K | Sell |
6,553
-1,530
| -19% | -$153K | 0.02% | 145 |
|
|
2021
Q4 | $785K | Hold |
8,083
| – | – | 0.03% | 140 |
|
|
2021
Q3 | $713K | Buy |
+8,083
| New | +$713K | 0.03% | 141 |
|