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Haverford Trust Company’s WEC Energy WEC Stock Holding History

Haverford Trust Company’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 		$676K Sell
5,792
-50
-0.9% -$5.71K 0.01% 273
2026
Q1 		$676K Buy
5,842
+1,248
+27% +$140K 0.01% 265
2025
Q4 		$484K Buy
4,594
+17
+0.4% +$1.88K ﹤0.01% 299
2025
Q3 		$524K Sell
4,577
-58
-1% -$6.29K ﹤0.01% 281
2025
Q2 		$483K Sell
4,635
-148
-3% -$15.7K ﹤0.01% 303
2025
Q1 		$521K Buy
4,783
+41
+0.9% +$4.19K 0.01% 279
2024
Q4 		$446K Sell
4,742
-99
-2% -$9.6K ﹤0.01% 307
2024
Q3 		$466K Buy
4,841
+557
+13% +$49.4K ﹤0.01% 314
2024
Q2 		$336K Buy
4,284
+110
+3% +$8.94K ﹤0.01% 343
2024
Q1 		$343K Buy
4,174
+719
+21% +$57.8K ﹤0.01% 326
2023
Q4 		$291K Buy
3,455
+190
+6% +$15.6K ﹤0.01% 329
2023
Q3 		$263K Hold
3,265
– – ﹤0.01% 327
2023
Q2 		$288K Sell
3,265
-1,090
-25% -$101K ﹤0.01% 317
2023
Q1 		$413K Buy
4,355
+1,175
+37% +$109K ﹤0.01% 284
2022
Q4 		$298K Hold
3,180
– – ﹤0.01% 294
2022
Q3 		$284K Hold
3,180
– – ﹤0.01% 294
2022
Q2 		$320K Hold
3,180
– – ﹤0.01% 288
2022
Q1 		$317K Sell
3,180
-922
-22% -$87.1K ﹤0.01% 301
2021
Q4 		$398K Sell
4,102
-264
-6% -$24.1K ﹤0.01% 282
2021
Q3 		$385K Buy
4,366
+2,707
+163% +$254K ﹤0.01% 281
2021
Q2 		$148K Buy
+1,659
New +$156K ﹤0.01% 356
2018
Q4 		– Sell
-3,484
Closed -$233K – 299
2018
Q3 		$233K Hold
3,484
– – ﹤0.01% 273
2018
Q2 		$225K Sell
3,484
-3
-0.1% -$186 ﹤0.01% 271
2018
Q1 		$219K Buy
3,487
+443
+15% +$27.5K ﹤0.01% 280
2017
Q4 		$202K Buy
+3,044
New +$204K ﹤0.01% 280

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 $3.38T AUM 44.17% 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

Haverford Trust Company's WEC Position: Q2 2026 in Review

Haverford Trust Company reduced its WEC Energy (WEC) stake by 0.86% in Q2 2026, selling an estimated $5.71K and leaving 5,792 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #273.

Haverford Trust Company first reported a position in WEC in Q4 2017 and has held it in 25 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Haverford Trust Company held 5,792 shares of WEC Energy worth $676K as of Q2 2026.
  • Haverford Trust Company sold 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
  • WEC Energy made up 0.01% of Haverford Trust Company's portfolio in Q2 2026, its #273 holding.
  • Haverford Trust Company first reported a position in WEC Energy in Q4 2017 and has held it in 25 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.