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Brighton Jones LLC’s WEC Energy WEC Stock Holding History

Brighton Jones LLC’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 		$411K Buy
+3,554
New +$399K 0.01% 780
2025
Q4 		– Sell
-3,213
Closed -$368K – 968
2025
Q3 		$368K Buy
3,213
+874
+37% +$94.7K 0.01% 740
2025
Q2 		$244K Buy
2,339
+149
+7% +$15.9K 0.01% 798
2025
Q1 		$239K Buy
+2,190
New +$224K 0.01% 603
2024
Q4 		– Sell
-2,244
Closed -$216K – 712
2024
Q3 		$216K Buy
+2,244
New +$199K 0.01% 516
2023
Q4 		– Sell
-2,550
Closed -$205K – 609
2023
Q3 		$205K Sell
2,550
-158
-6% -$13.7K 0.01% 497
2023
Q2 		$239K Buy
2,708
+83
+3% +$7.67K 0.01% 457
2023
Q1 		$249K Buy
2,625
+28
+1% +$2.59K 0.01% 420
2022
Q4 		$244K Sell
2,597
-54
-2% -$4.99K 0.01% 391
2022
Q3 		$237K Buy
2,651
+278
+12% +$28.4K 0.01% 381
2022
Q2 		$239K Buy
2,373
+71
+3% +$7.2K 0.01% 382
2022
Q1 		$230K Sell
2,302
-148
-6% -$14K 0.01% 441
2021
Q4 		$238K Buy
2,450
+30
+1% +$2.74K 0.01% 442
2021
Q3 		$213K Sell
2,420
-836
-26% -$78.4K 0.01% 441
2021
Q2 		$290K Buy
3,256
+843
+35% +$79.4K 0.01% 355
2021
Q1 		$226K Buy
+2,413
New +$210K 0.01% 373
2020
Q4 		– Sell
-2,168
Closed -$210K – 403
2020
Q3 		$210K Buy
+2,168
New +$202K 0.01% 308
2017
Q3 		– Sell
-3,396
Closed -$208K – 303
2017
Q2 		$208K Buy
+3,396
New +$210K 0.03% 255

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 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

Brighton Jones LLC's WEC Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in WEC Energy (WEC) in Q1 2026: 3,554 shares worth $411K. The stake represents 0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in WEC as recently as Q3 2025.

Brighton Jones LLC first reported a position in WEC in Q2 2017 and has held it in 18 quarters since. 1,375 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Brighton Jones LLC held 3,554 shares of WEC Energy worth $411K as of Q1 2026.
  • WEC Energy was a new Brighton Jones LLC position in Q1 2026.
  • WEC Energy made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #780 holding.
  • Brighton Jones LLC first reported a position in WEC Energy in Q2 2017 and has held it in 18 quarters since.
  • 1,375 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.