Aviva
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Aviva’s WEC Energy WEC Stock Holding History

Aviva’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
Q2 		$645K Hold
5,527
– – ﹤0.01% 665
2026
Q1 		$640K Buy
5,527
+281
+5% +$31.6K ﹤0.01% 658
2025
Q4 		$553K Sell
5,246
-292
-5% -$32.3K ﹤0.01% 709
2025
Q3 		$635K Hold
5,538
– – ﹤0.01% 673
2025
Q2 		$577K Buy
5,538
+325
+6% +$34.6K ﹤0.01% 682
2025
Q1 		$568K Hold
5,213
– – ﹤0.01% 764
2024
Q4 		$490K Hold
5,213
– – ﹤0.01% 820
2024
Q3 		$501K Buy
5,213
+291
+6% +$25.8K ﹤0.01% 808
2024
Q2 		$386K Hold
4,922
– – ﹤0.01% 858
2024
Q1 		$404K Buy
4,922
+186
+4% +$15K ﹤0.01% 898
2023
Q4 		$399K Hold
4,736
– – ﹤0.01% 895
2023
Q3 		$381K Hold
4,736
– – ﹤0.01% 910
2023
Q2 		$418K Hold
4,736
– – ﹤0.01% 899
2023
Q1 		$449K Hold
4,736
– – ﹤0.01% 936
2022
Q4 		$444K Hold
4,736
– – ﹤0.01% 958
2022
Q3 		$424K Sell
4,736
-39,797
-89% -$4.07M ﹤0.01% 954
2022
Q2 		$4.48M Sell
44,533
-13,888
-24% -$1.41M 0.02% 603
2022
Q1 		$5.83M Sell
58,421
-35,975
-38% -$3.4M 0.03% 564
2021
Q4 		$9.16M Sell
94,396
-2,110
-2% -$193K 0.04% 420
2021
Q3 		$8.51M Sell
96,506
-5,910
-6% -$554K 0.04% 439
2021
Q2 		$9.11M Sell
102,416
-2,716
-3% -$256K 0.04% 419
2021
Q1 		$9.84M Sell
105,132
-76,518
-42% -$6.67M 0.05% 342
2020
Q4 		$16.7M Buy
181,650
+2,169
+1% +$211K 0.09% 217
2020
Q3 		$17.4M Sell
179,481
-2,856
-2% -$266K 0.1% 180
2020
Q2 		$16M Sell
182,337
-57,298
-24% -$5.17M 0.1% 179
2020
Q1 		$21.1M Sell
239,635
-39,553
-14% -$3.8M 0.15% 119
2019
Q4 		$25.8M Buy
279,188
+150,230
+116% +$13.7M 0.16% 129
2019
Q3 		$12.3M Buy
128,958
+10,809
+9% +$974K 0.08% 219
2019
Q2 		$9.85M Sell
118,149
-148,060
-56% -$11.9M 0.07% 275
2019
Q1 		$21.1M Sell
266,209
-8,357
-3% -$620K 0.14% 154
2018
Q4 		$19M Sell
274,566
-34,074
-11% -$2.39M 0.14% 156
2018
Q3 		$20.6M Sell
308,640
-53,669
-15% -$3.58M 0.11% 186
2018
Q2 		$23.4M Buy
362,309
+46,526
+15% +$2.89M 0.14% 162
2018
Q1 		$19.8M Sell
315,783
-15,679
-5% -$973K 0.12% 179
2017
Q4 		$22M Sell
331,462
-35,070
-10% -$2.35M 0.12% 183
2017
Q3 		$23M Buy
366,532
+6,252
+2% +$399K 0.12% 192
2017
Q2 		$22.1M Sell
360,280
-15,855
-4% -$979K 0.12% 192
2017
Q1 		$22.8M Buy
376,135
+24,069
+7% +$1.42M 0.13% 170
2016
Q4 		$20.7M Buy
352,066
+25,206
+8% +$1.45M 0.12% 191
2016
Q3 		$19.6M Buy
326,860
+4,665
+1% +$291K 0.12% 201
2016
Q2 		$21M Buy
322,195
+67,997
+27% +$4.09M 0.14% 162
2016
Q1 		$15.3M Sell
254,198
-8,328
-3% -$466K 0.11% 192
2015
Q4 		$13.5M Buy
262,526
+16,767
+7% +$856K 0.1% 220
2015
Q3 		$12.8M Buy
245,759
+48,837
+25% +$2.38M 0.11% 214
2015
Q2 		$8.86M Sell
196,922
-4,736
-2% -$227K 0.06% 331
2015
Q1 		$9.98M Buy
201,658
+63,910
+46% +$3.34M 0.07% 333
2014
Q4 		$7.26M Buy
137,748
+9,078
+7% +$445K 0.06% 372
2014
Q3 		$5.53M Sell
128,670
-4,710
-4% -$209K 0.04% 453
2014
Q2 		$6.26M Sell
133,380
-760
-0.6% -$35.3K 0.05% 431
2014
Q1 		$6.24M Sell
134,140
-13,757
-9% -$593K 0.05% 401
2013
Q4 		$6.11M Buy
147,897
+2,015
+1% +$83.6K 0.05% 390
2013
Q3 		$5.89M Buy
145,882
+19,214
+15% +$800K 0.05% 367
2013
Q2 		$5.19M Buy
+126,668
New +$5.37M 0.05% 345

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aviva's WEC Position: Q2 2026 in Review

Aviva held its WEC Energy (WEC) position steady in Q2 2026 at 5,527 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Aviva first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.8M in Q4 2019. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Aviva held 5,527 shares of WEC Energy worth $645K as of Q2 2026.
  • Aviva left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Aviva's portfolio in Q2 2026, its #665 holding.
  • Aviva first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
  • Aviva's WEC Energy position peaked at $25.8M in Q4 2019.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.