PUREfi Wealth
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PUREfi Wealth’s WEC Energy WEC Stock Holding History

PUREfi Wealth’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
Q3 		$408K Sell
4,048
-204
-5% -$22.2K 0.19% 129
2026
Q2 		$497K Buy
4,252
+1,029
+32% +$117K 0.27% 93
2026
Q1 		$373K Buy
3,223
+14
+0.4% +$1.57K 0.24% 111
2025
Q4 		$338K Buy
3,209
+832
+35% +$92.1K 0.26% 101
2025
Q3 		$272K Sell
2,377
-154
-6% -$16.7K 0.21% 130
2025
Q2 		$264K Buy
+2,531
New +$269K 0.21% 127

Other funds holding WEC

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

PUREfi Wealth's WEC Position: Q3 2026 in Review

PUREfi Wealth reduced its WEC Energy (WEC) stake by 4.8% in Q3 2026, selling an estimated $22.2K and leaving 4,048 shares worth $408K. The position accounts for 0.19% of the portfolio, ranked #129.

PUREfi Wealth first reported a position in WEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $497K in Q2 2026. 309 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • PUREfi Wealth held 4,048 shares of WEC Energy worth $408K as of Q3 2026.
  • PUREfi Wealth sold 204 WEC Energy shares in Q3 2026, an estimated $22.2K.
  • WEC Energy made up 0.19% of PUREfi Wealth's portfolio in Q3 2026, its #129 holding.
  • PUREfi Wealth first reported a position in WEC Energy in Q2 2025 and has held it in 6 quarters since.
  • PUREfi Wealth's WEC Energy position peaked at $497K in Q2 2026.
  • 309 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.