Position in WEC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,605,119
+$35,395 QoQ
Shares Held
13,746
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#479
of 1,383 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. WEC ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
344,774 | $30,260,813 | |
| 2 | ETR |
Entergy Corp /De/
|
14,548 | $1,670,983 | |
| 3 | WEC |
Wec Energy Group, Inc.
This page
|
13,746 | $1,605,119 | |
| 4 | PPL |
PPL Corp
|
19,529 | $709,878 | |
| 5 | DUK |
Duke Energy CORP
|
4,678 | $592,141 | |
| 6 | SO |
Southern Co
|
6,174 | $590,913 | |
| 7 | EXC |
Exelon Corp
|
9,283 | $432,772 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,099 | $251,514 |
All Filings in WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,119 | 13,746 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,569,724 | 13,559 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $1,207,622 | 11,451 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $1,614,228 | 14,087 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $1,364,811 | 13,098 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $1,676,329 | 15,382 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,888,698 | 20,084 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,886,762 | 19,617 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $234,281 | 2,986 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $224,269 | 2,731 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||