BIC
VE

Beach Investment Counsel’s VEOLIA ENVIRONNEMENT VE Stock Holding History

Beach Investment Counsel’s Portfolio VE Stock Details VE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$822K Sell
47,700
-8,250
-15% -$142K 0.12% 74
2024
Q4 		$786K Sell
55,950
-13,400
-19% -$188K 0.11% 79
2024
Q3 		$1.14M Sell
69,350
-2,500
-3% -$41.2K 0.14% 76
2024
Q2 		$1.08M Sell
71,850
-32,976
-31% -$494K 0.13% 79
2024
Q1 		$1.65M Hold
104,826
– – 0.2% 78
2023
Q4 		$1.65M Hold
104,826
– – 0.2% 78
2023
Q3 		$1.51M Hold
104,826
– – 0.19% 87
2023
Q2 		$1.67M Buy
104,826
+50,113
+92% +$798K 0.2% 88
2023
Q1 		$1.69M Hold
54,713
– – 0.22% 73
2022
Q4 		$1.41M Hold
54,713
– – 0.18% 83
2022
Q3 		$1.04M Sell
54,713
-3,225
-6% -$61.6K 0.15% 88
2022
Q2 		$1.42M Sell
57,938
-200
-0.3% -$4.9K 0.18% 82
2022
Q1 		$1.86M Hold
58,138
– – 0.2% 83
2021
Q4 		$2.14M Hold
58,138
– – 0.28% 71
2021
Q3 		$1.85M Sell
58,138
-5,622
-9% -$179K 0.18% 81
2021
Q2 		$1.93M Hold
63,760
– – 0.17% 82
2021
Q1 		$1.64M Sell
63,760
-300
-0.5% -$7.72K 0.15% 87
2020
Q4 		$1.57M Sell
64,060
-1,090
-2% -$26.7K 0.15% 84
2020
Q3 		$1.41M Sell
65,150
-1,000
-2% -$21.7K 0.17% 78
2020
Q2 		$1.49M Buy
+66,150
New +$1.49M 0.2% 77

Other funds holding VE

RAM
Ramirez Asset Management New York $832M AUM 33.23% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RP
Raelipskie Partnership Waterloo, Ontario, Canada $265M AUM 27.12% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
CAM
Cozad Asset Management Champaign, Illinois $1.27B AUM 31.6% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beach Investment Counsel's VE Position: Q1 2025 in Review

Beach Investment Counsel reduced its VEOLIA ENVIRONNEMENT (VE) stake by 15% in Q1 2025, selling an estimated $142K and leaving 47,700 shares worth $822K. The position accounts for 0.12% of the portfolio, ranked #74.

Beach Investment Counsel first reported a position in VE in Q2 2020 and has held it in 20 quarters since. The position peaked at $2.14M in Q4 2021. 14 funds tracked by Wall St. Rank hold VE as of Q1 2025.

  • Beach Investment Counsel held 47,700 shares of VEOLIA ENVIRONNEMENT worth $822K as of Q1 2025.
  • Beach Investment Counsel sold 8,250 VEOLIA ENVIRONNEMENT shares in Q1 2025, an estimated $142K.
  • VEOLIA ENVIRONNEMENT made up 0.12% of Beach Investment Counsel's portfolio in Q1 2025, its #74 holding.
  • Beach Investment Counsel first reported a position in VEOLIA ENVIRONNEMENT in Q2 2020 and has held it in 20 quarters since.
  • Beach Investment Counsel's VEOLIA ENVIRONNEMENT position peaked at $2.14M in Q4 2021.
  • 14 funds tracked by Wall St. Rank held VEOLIA ENVIRONNEMENT as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.