Girard Partners’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.29M | Buy |
16,385
+36
| +0.2% | +$2.92K | 0.12% | 122 |
|
|
2024
Q1 | $1.34M | Buy |
16,349
+11,551
| +241% | +$929K | 0.13% | 127 |
|
|
2023
Q4 | $404K | Sell |
4,798
-1,290
| -21% | -$106K | 0.04% | 197 |
|
|
2023
Q3 | $490K | Sell |
6,088
-892
| -13% | -$77.5K | 0.06% | 171 |
|
|
2023
Q2 | $616K | Sell |
6,980
-1,500
| -18% | -$139K | 0.07% | 161 |
|
|
2023
Q1 | $804K | Sell |
8,480
-4,163
| -33% | -$385K | 0.09% | 147 |
|
|
2022
Q4 | $1.19M | Sell |
12,643
-1,218
| -9% | -$113K | 0.13% | 140 |
|
|
2022
Q3 | $1.24M | Sell |
13,861
-1,726
| -11% | -$176K | 0.16% | 112 |
|
|
2022
Q2 | $1.57M | Sell |
15,587
-3,087
| -17% | -$313K | 0.2% | 107 |
|
|
2022
Q1 | $1.86M | Sell |
18,674
-26,888
| -59% | -$2.54M | 0.2% | 103 |
|
|
2021
Q4 | $4.42M | Sell |
45,562
-2,988
| -6% | -$273K | 0.48% | 67 |
|
|
2021
Q3 | $4.28M | Buy |
48,550
+850
| +2% | +$79.7K | 0.54% | 60 |
|
|
2021
Q2 | $4.24M | Buy |
47,700
+1,209
| +3% | +$114K | 0.55% | 62 |
|
|
2021
Q1 | $4.35M | Buy |
46,491
+4,901
| +12% | +$427K | 0.63% | 50 |
|
|
2020
Q4 | $3.83M | Sell |
41,590
-538
| -1% | -$52.3K | 0.59% | 51 |
|
|
2020
Q3 | $4.08M | Buy |
42,128
+5,203
| +14% | +$485K | 0.68% | 47 |
|
|
2020
Q2 | $3.24M | Sell |
36,925
-411
| -1% | -$37.1K | 0.58% | 49 |
|
|
2020
Q1 | $3.29M | Buy |
37,336
+1,840
| +5% | +$177K | 0.66% | 46 |
|
|
2019
Q4 | $3.27M | Buy |
35,496
+2,107
| +6% | +$192K | 0.54% | 56 |
|
|
2019
Q3 | $3.17M | Sell |
33,389
-3,342
| -9% | -$301K | 0.59% | 54 |
|
|
2019
Q2 | $3.06M | Sell |
36,731
-1,393
| -4% | -$112K | 0.54% | 62 |
|
|
2019
Q1 | $3.01M | Buy |
38,124
+306
| +0.8% | +$22.7K | 0.56% | 61 |
|
|
2018
Q4 | $2.62M | Sell |
37,818
-1,600
| -4% | -$112K | 0.55% | 58 |
|
|
2018
Q3 | $2.63M | Buy |
39,418
+2,507
| +7% | +$167K | 0.47% | 64 |
|
|
2018
Q2 | $2.39M | Buy |
36,911
+2,449
| +7% | +$152K | 0.45% | 65 |
|
|
2018
Q1 | $2.16M | Sell |
34,462
-391
| -1% | -$24.3K | 0.51% | 59 |
|
|
2017
Q4 | $2.31M | Buy |
34,853
+4,659
| +15% | +$313K | 0.44% | 67 |
|
|
2017
Q3 | $1.9M | Buy |
30,194
+369
| +1% | +$23.5K | 0.39% | 76 |
|
|
2017
Q2 | $1.83M | Buy |
29,825
+4,518
| +18% | +$279K | 0.4% | 72 |
|
|
2017
Q1 | $1.53M | Buy |
25,307
+6,547
| +35% | +$386K | 0.37% | 81 |
|
|
2016
Q4 | $1.1M | Buy |
18,760
+8,303
| +79% | +$476K | 0.32% | 84 |
|
|
2016
Q3 | $626K | Buy |
10,457
+6,953
| +198% | +$434K | 0.21% | 113 |
|
|
2016
Q2 | $229K | Buy |
+3,504
| New | +$211K | 0.09% | 174 |
|
Other funds holding WEC
Girard Partners's WEC Position: Q2 2024 in Review
Girard Partners increased its WEC Energy (WEC) stake by 0.22% in Q2 2024, buying an estimated $2.92K and bringing the position to 16,385 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #122.
Girard Partners first reported a position in WEC in Q2 2016 and has held it in 33 quarters since. The position peaked at $4.42M in Q4 2021. 1,075 funds tracked by Wall St. Rank hold WEC as of Q2 2024.
- Girard Partners held 16,385 shares of WEC Energy worth $1.29M as of Q2 2024.
- Girard Partners bought 36 WEC Energy shares in Q2 2024, an estimated $2.92K.
- WEC Energy made up 0.12% of Girard Partners's portfolio in Q2 2024, its #122 holding.
- Girard Partners first reported a position in WEC Energy in Q2 2016 and has held it in 33 quarters since.
- Girard Partners's WEC Energy position peaked at $4.42M in Q4 2021.
- 1,075 funds tracked by Wall St. Rank held WEC Energy as of Q2 2024.
Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.