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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 		$23.2K Hold
200
– – 0.01% 94
2025
Q4 		$21.1K Hold
200
– – 0.01% 98
2025
Q3 		$22.9K Hold
200
– – 0.01% 102
2025
Q2 		$20.8K Hold
200
– – 0.01% 100
2025
Q1 		$21.8K Hold
200
– – 0.01% 86
2024
Q4 		$18.8K Hold
200
– – 0.01% 81
2024
Q3 		$19.2K Hold
200
– – 0.01% 79
2024
Q2 		$15.7K Buy
200
+100
+100% +$8.12K 0.01% 71
2024
Q1 		$8.21K Buy
+100
New +$8.04K ﹤0.01% 99

Other funds holding WEC

BlackRock
BlackRock New York $5.72T 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 $530B 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 $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Dempsey Capital Management's WEC Position: Q1 2026 in Review

Morgan Dempsey Capital Management reduced its WEC Energy (WEC) stake by 2.7% in Q1 2026, selling an estimated $199K and leaving 62,800 shares worth $7.27M. The position accounts for 3.31% of the portfolio, ranked #7.

Morgan Dempsey Capital Management first reported a position in WEC in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.59M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Morgan Dempsey Capital Management held 62,800 shares of WEC Energy worth $7.27M as of Q1 2026.
  • Morgan Dempsey Capital Management sold 1,771 WEC Energy shares in Q1 2026, an estimated $199K.
  • WEC Energy made up 3.31% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #7 holding.
  • Morgan Dempsey Capital Management first reported a position in WEC Energy in Q1 2024 and has held it in 9 quarters since.
  • Morgan Dempsey Capital Management's WEC Energy position peaked at $9.59M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.