Badgley Phelps Wealth Managers
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Badgley Phelps Wealth Managers’s WEC Energy WEC Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$483K Hold
4,792
– – 0.01% 253
2026
Q2 		$560K Hold
4,792
– – 0.01% 241
2026
Q1 		$555K Buy
4,792
+196
+4% +$22K 0.01% 232
2025
Q4 		$485K Sell
4,596
-366
-7% -$40.5K 0.01% 242
2025
Q3 		$569K Sell
4,962
-190
-4% -$20.6K 0.01% 217
2025
Q2 		$537K Buy
5,152
+456
+10% +$48.5K 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% -$116K 0.01% 219
2024
Q2 		$471K Sell
6,005
-1,359
-18% -$110K 0.01% 200
2024
Q1 		$605K Hold
7,364
– – 0.02% 187
2023
Q4 		$620K Buy
7,364
+346
+5% +$28.5K 0.02% 183
2023
Q3 		$565K Buy
7,018
+373
+6% +$32.4K 0.02% 166
2023
Q2 		$586K Hold
6,645
– – 0.02% 172
2023
Q1 		$630K Buy
6,645
+169
+3% +$15.6K 0.02% 144
2022
Q4 		$607K Sell
6,476
-100
-2% -$9.24K 0.02% 143
2022
Q3 		$588K Hold
6,576
– – 0.03% 134
2022
Q2 		$662K Buy
6,576
+23
+0.4% +$2.33K 0.03% 134
2022
Q1 		$654K Sell
6,553
-1,530
-19% -$144K 0.02% 145
2021
Q4 		$785K Hold
8,083
– – 0.03% 140
2021
Q3 		$713K Buy
+8,083
New +$758K 0.03% 141

Other funds holding WEC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Badgley Phelps Wealth Managers's WEC Position: Q3 2026 in Review

Badgley Phelps Wealth Managers held its WEC Energy (WEC) position steady in Q3 2026 at 4,792 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #253.

Badgley Phelps Wealth Managers first reported a position in WEC in Q3 2021 and has held it in 21 quarters since. The position peaked at $785K in Q4 2021. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Badgley Phelps Wealth Managers held 4,792 shares of WEC Energy worth $483K as of Q3 2026.
  • Badgley Phelps Wealth Managers left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #253 holding.
  • Badgley Phelps Wealth Managers first reported a position in WEC Energy in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's WEC Energy position peaked at $785K in Q4 2021.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.