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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
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

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

PUREfi Wealth's WEC Position: Q1 2026 in Review

PUREfi Wealth increased its WEC Energy (WEC) stake by 0.44% in Q1 2026, buying an estimated $1.57K and bringing the position to 3,223 shares worth $373K. The position accounts for 0.24% of the portfolio, ranked #111.

PUREfi Wealth first reported a position in WEC in Q2 2025 and has held it in 4 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • PUREfi Wealth held 3,223 shares of WEC Energy worth $373K as of Q1 2026.
  • PUREfi Wealth bought 14 WEC Energy shares in Q1 2026, an estimated $1.57K.
  • WEC Energy made up 0.24% of PUREfi Wealth's portfolio in Q1 2026, its #111 holding.
  • PUREfi Wealth first reported a position in WEC Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.