Univest Financial’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 | $1.36M | Sell |
13,098
-2,284
| -15% | -$238K | 0.08% | 135 |
|
|
2025
Q1 | $1.68M | Sell |
15,382
-4,702
| -23% | -$512K | 0.11% | 125 |
|
|
2024
Q4 | $1.89M | Buy |
20,084
+467
| +2% | +$43.9K | 0.12% | 120 |
|
|
2024
Q3 | $1.89M | Buy |
19,617
+16,631
| +557% | +$1.6M | 0.12% | 115 |
|
|
2024
Q2 | $234K | Buy |
2,986
+255
| +9% | +$20K | 0.07% | 126 |
|
|
2024
Q1 | $224K | Buy |
+2,731
| New | +$224K | 0.06% | 123 |
|