Pure Financial Advisors’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$292K Sell
2,501
-80
-3% -$9.13K ﹤0.01% 512
2026
Q1
$299K Buy
2,581
+262
+11% +$29.4K ﹤0.01% 458
2025
Q4
$245K Buy
2,319
+86
+4% +$9.52K ﹤0.01% 465
2025
Q3
$256K Buy
2,233
+292
+15% +$31.6K ﹤0.01% 431
2025
Q2
$202K Buy
+1,941
New +$207K ﹤0.01% 454

Other funds holding WEC

Pure Financial Advisors's WEC Position: Q2 2026 in Review

Pure Financial Advisors reduced its WEC Energy (WEC) stake by 3.1% in Q2 2026, selling an estimated $9.13K and leaving 2,501 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Pure Financial Advisors first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $299K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Pure Financial Advisors held 2,501 shares of WEC Energy worth $292K as of Q2 2026.
  • Pure Financial Advisors sold 80 WEC Energy shares in Q2 2026, an estimated $9.13K.
  • WEC Energy made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #512 holding.
  • Pure Financial Advisors first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • Pure Financial Advisors's WEC Energy position peaked at $299K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.