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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
Q2 		– Sell
-200
Closed -$23.2K – 150
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
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.