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Univest Financial’s WEC Energy WEC Stock Holding History

Univest Financial’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 		$1.57M Buy
13,559
+2,108
+18% +$237K 0.09% 129
2025
Q4 		$1.21M Sell
11,451
-2,636
-19% -$292K 0.06% 145
2025
Q3 		$1.61M Buy
14,087
+989
+8% +$107K 0.09% 129
2025
Q2 		$1.36M Sell
13,098
-2,284
-15% -$243K 0.08% 135
2025
Q1 		$1.68M Sell
15,382
-4,702
-23% -$480K 0.11% 125
2024
Q4 		$1.89M Buy
20,084
+467
+2% +$45.3K 0.12% 120
2024
Q3 		$1.89M Buy
19,617
+16,631
+557% +$1.47M 0.12% 115
2024
Q2 		$234K Buy
2,986
+255
+9% +$20.7K 0.07% 126
2024
Q1 		$224K Buy
+2,731
New +$220K 0.06% 123

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 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

Univest Financial's WEC Position: Q1 2026 in Review

Univest Financial increased its WEC Energy (WEC) stake by 18% in Q1 2026, buying an estimated $237K and bringing the position to 13,559 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #129.

Univest Financial first reported a position in WEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.89M in Q4 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Univest Financial held 13,559 shares of WEC Energy worth $1.57M as of Q1 2026.
  • Univest Financial bought 2,108 WEC Energy shares in Q1 2026, an estimated $237K.
  • WEC Energy made up 0.09% of Univest Financial's portfolio in Q1 2026, its #129 holding.
  • Univest Financial first reported a position in WEC Energy in Q1 2024 and has held it in 9 quarters since.
  • Univest Financial's WEC Energy position peaked at $1.89M in Q4 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.