Badgley Phelps Wealth Managers, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1895362 SEATTLE, WA

Position in WEC

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$559,561

+$4,792 QoQ

Shares Held

4,792

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#720

of 1,386 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Utilities · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $22,149,833 across 5 Utilities - Regulated Electric names. WEC ranks #2 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	233,824	$20,522,732
2	WEC	Wec Energy Group, Inc. This page	4,792	$559,561
3	PEG	Public Service Enterprise Group Inc	6,105	$495,481
4	SO	Southern Co	3,780	$361,783
5	AEP	American Electric Power Co Inc	1,537	$210,276

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$559,561	4,792	0.0%	Shares	Sole	2026-07-31
2026-03-31	$554,769	4,792	+4.3%	Shares	Sole	2026-04-15
2025-12-31	$484,694	4,596	-7.4%	Shares	Sole	2026-01-28
2025-09-30	$568,595	4,962	-3.7%	Shares	Sole	2025-11-04
2025-06-30	$536,838	5,152	+9.7%	Shares	Sole	2025-07-16
2025-03-31	$511,770	4,696	0.0%	Shares	Sole	2025-04-30
2024-12-31	$441,611	4,696	0.0%	Shares	Sole	2025-02-11
2024-09-30	$451,661	4,696	-21.8%	Shares	Sole	2024-10-18
2024-06-30	$471,152	6,005	-18.5%	Shares	Sole	2024-08-14
2024-03-31	$604,731	7,364	0.0%	Shares	Sole	2024-05-15
2023-12-31	$619,827	7,364	+4.9%	Shares	Sole	2024-02-14
2023-09-30	$565,299	7,018	+5.6%	Shares	Sole	2023-11-02
2023-06-30	$586,354	6,645	0.0%	Shares	Sole	2023-08-15
2023-03-31	$629,879	6,645	+2.6%	Shares	Sole	2023-04-28
2022-12-31	$607,189	6,476	-1.5%	Shares	Sole	2023-01-27
2022-09-30	$588,091	6,576	0.0%	Shares	Sole	2022-11-09
2022-06-30	$661,808	6,576	+0.4%	Shares	Sole	2022-08-01
2022-03-31	$654,054	6,553	-18.9%	Shares	Sole	2022-05-09
2021-12-31	$784,616	8,083	0.0%	Shares	Sole	2022-02-08
2021-09-30	$712,920	8,083	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.