Morgan Dempsey Capital Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4M | Sell |
80,629
-952
| -1% | -$99.2K | 3.51% | 4 |
|
|
2025
Q1 | $8.89M | Sell |
81,581
-8,979
| -10% | -$979K | 3.7% | 4 |
|
|
2024
Q4 | $8.52M | Sell |
90,560
-9,100
| -9% | -$856K | 3.42% | 7 |
|
|
2024
Q3 | $9.59M | Sell |
99,660
-11,146
| -10% | -$1.07M | 3.29% | 5 |
|
|
2024
Q2 | $8.69M | Buy |
110,806
+54,373
| +96% | +$4.27M | 2.9% | 17 |
|
|
2024
Q1 | $4.63M | Buy |
+56,433
| New | +$4.63M | 1.48% | 34 |
|