Brighton Jones LLC’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 | $244K | Buy |
2,339
+149
| +7% | +$15.5K | 0.01% | 797 |
|
|
2025
Q1 | $239K | Buy |
+2,190
| New | +$239K | 0.01% | 599 |
|
|
2024
Q4 | – | Sell |
-2,244
| Closed | -$216K | – | 710 |
|
|
2024
Q3 | $216K | Buy |
+2,244
| New | +$216K | 0.01% | 516 |
|
|
2023
Q4 | – | Sell |
-2,550
| Closed | -$205K | – | 609 |
|
|
2023
Q3 | $205K | Sell |
2,550
-158
| -6% | -$12.7K | 0.01% | 497 |
|
|
2023
Q2 | $239K | Buy |
2,708
+83
| +3% | +$7.32K | 0.01% | 457 |
|
|
2023
Q1 | $249K | Buy |
2,625
+28
| +1% | +$2.65K | 0.01% | 419 |
|
|
2022
Q4 | $244K | Sell |
2,597
-54
| -2% | -$5.06K | 0.01% | 389 |
|
|
2022
Q3 | $237K | Buy |
2,651
+278
| +12% | +$24.9K | 0.01% | 381 |
|
|
2022
Q2 | $239K | Buy |
2,373
+71
| +3% | +$7.15K | 0.01% | 382 |
|
|
2022
Q1 | $230K | Sell |
2,302
-148
| -6% | -$14.8K | 0.01% | 440 |
|
|
2021
Q4 | $238K | Buy |
2,450
+30
| +1% | +$2.91K | 0.01% | 442 |
|
|
2021
Q3 | $213K | Sell |
2,420
-836
| -26% | -$73.6K | 0.01% | 441 |
|
|
2021
Q2 | $290K | Buy |
3,256
+843
| +35% | +$75.1K | 0.01% | 355 |
|
|
2021
Q1 | $226K | Buy |
+2,413
| New | +$226K | 0.01% | 373 |
|
|
2020
Q4 | – | Sell |
-2,168
| Closed | -$210K | – | 417 |
|
|
2020
Q3 | $210K | Buy |
+2,168
| New | +$210K | 0.01% | 308 |
|
|
2017
Q3 | – | Sell |
-3,396
| Closed | -$208K | – | 303 |
|
|
2017
Q2 | $208K | Buy |
+3,396
| New | +$208K | 0.03% | 255 |
|