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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
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

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 $3.37T AUM 44.26% 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

PUREfi Wealth's WEC Position: Q2 2026 in Review

PUREfi Wealth increased its WEC Energy (WEC) stake by 32% in Q2 2026, buying an estimated $117K and bringing the position to 4,252 shares worth $497K. The position accounts for 0.27% of the portfolio, ranked #93.

PUREfi Wealth first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • PUREfi Wealth held 4,252 shares of WEC Energy worth $497K as of Q2 2026.
  • PUREfi Wealth bought 1,029 WEC Energy shares in Q2 2026, an estimated $117K.
  • WEC Energy made up 0.27% of PUREfi Wealth's portfolio in Q2 2026, its #93 holding.
  • PUREfi Wealth first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.