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 Q2	$7.55M	Buy	64,642 +1,842	+3%	+$210K	3.23%	7
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	3.31%	8
2025 Q3	$8.16M	Sell	71,232 -9,397	-12%	-$1.02M	3.62%	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	3.7%	4
2024 Q4	$8.52M	Sell	90,560 -9,100	-9%	-$882K	3.42%	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Dempsey Capital Management's WEC Position: Q2 2026 in Review

Morgan Dempsey Capital Management increased its WEC Energy (WEC) stake by 2.9% in Q2 2026, buying an estimated $210K and bringing the position to 64,642 shares worth $7.55M. The position accounts for 3.23% of the portfolio, ranked #7.

Morgan Dempsey Capital Management first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.59M in Q3 2024. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Morgan Dempsey Capital Management held 64,642 shares of WEC Energy worth $7.55M as of Q2 2026.
Morgan Dempsey Capital Management bought 1,842 WEC Energy shares in Q2 2026, an estimated $210K.
WEC Energy made up 3.23% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #7 holding.
Morgan Dempsey Capital Management first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
Morgan Dempsey Capital Management's WEC Energy position peaked at $9.59M in Q3 2024.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.