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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
Q2 		$1.61M Buy
13,746
+187
+1% +$21.3K 0.08% 126
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 $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

Univest Financial's WEC Position: Q2 2026 in Review

Univest Financial increased its WEC Energy (WEC) stake by 1.4% in Q2 2026, buying an estimated $21.3K and bringing the position to 13,746 shares worth $1.61M. The position accounts for 0.08% of the portfolio, ranked #126.

Univest Financial first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.89M in Q4 2024. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Univest Financial held 13,746 shares of WEC Energy worth $1.61M as of Q2 2026.
  • Univest Financial bought 187 WEC Energy shares in Q2 2026, an estimated $21.3K.
  • WEC Energy made up 0.08% of Univest Financial's portfolio in Q2 2026, its #126 holding.
  • Univest Financial first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • Univest Financial's WEC Energy position peaked at $1.89M in Q4 2024.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.