PUREfi Wealth, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 2001520 BOSTON, MA

Position in WEC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$496,506

+$123,380 QoQ

Shares Held

4,252

+31.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#755

of 1,386 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PUREfi Wealth, LLC holds $1,923,862 across 3 Utilities - Regulated Electric names. WEC ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,525	$1,011,549
2	WEC	Wec Energy Group, Inc. This page	4,252	$496,506
3	PPL	PPL Corp	11,439	$415,807

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,506	4,252	+31.9%	Shares	Sole	2026-07-27
2026-03-31	$373,126	3,223	+0.4%	Shares	Sole	2026-04-28
2025-12-31	$338,421	3,209	+35.0%	Shares	Sole	2026-01-12
2025-09-30	$272,380	2,377	-6.1%	Shares	Sole	2025-10-21
2025-06-30	$263,730	2,531	—	Shares	Sole	2025-07-22
No filing history on record for this holder in this stock.