MDCM
WEC icon

Morgan Dempsey Capital Management’s WEC Energy WEC Stock Holding History

Morgan Dempsey Capital Management’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 		$7.27M Sell
62,800
-1,771
-3% -$199K 3.31% 7
2025
Q4 		$6.81M Sell
64,571
-6,661
-9% -$738K 3.32% 8
2025
Q3 		$8.16M Sell
71,232
-9,397
-12% -$1.02M 3.63% 3
2025
Q2 		$8.4M Sell
80,629
-952
-1% -$101K 3.51% 4
2025
Q1 		$8.89M Sell
81,581
-8,979
-10% -$917K 3.71% 4
2024
Q4 		$8.52M Sell
90,560
-9,100
-9% -$882K 3.43% 7
2024
Q3 		$9.59M Sell
99,660
-11,146
-10% -$988K 3.29% 5
2024
Q2 		$8.69M Buy
110,806
+54,373
+96% +$4.42M 2.9% 17
2024
Q1 		$4.63M Buy
+56,433
New +$4.54M 1.48% 34

Other funds holding WEC

BlackRock
BlackRock New York $5.7T 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return