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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Badgley Phelps Wealth Managers's WEC Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its WEC Energy (WEC) stake by 4.3% in Q1 2026, buying an estimated $22K and bringing the position to 4,792 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #232.

Badgley Phelps Wealth Managers first reported a position in WEC in Q3 2021 and has held it in 19 quarters since. The position peaked at $785K in Q4 2021. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Badgley Phelps Wealth Managers held 4,792 shares of WEC Energy worth $555K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 196 WEC Energy shares in Q1 2026, an estimated $22K.
  • WEC Energy made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #232 holding.
  • Badgley Phelps Wealth Managers first reported a position in WEC Energy in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's WEC Energy position peaked at $785K in Q4 2021.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.