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Stoneridge Investment Partners’s WEC Energy WEC Stock Holding History

Stoneridge Investment Partners’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
2024
Q4 		– Sell
-58,139
Closed -$5.59M – 164
2024
Q3 		$5.59M Sell
58,139
-796
-1% -$70.5K 2.08% 13
2024
Q2 		$4.62M Buy
58,935
+15,274
+35% +$1.24M 1.75% 14
2024
Q1 		$3.58M Sell
43,661
-8,189
-16% -$659K 1.36% 25
2023
Q4 		$4.36M Buy
51,850
+21,102
+69% +$1.74M 1.84% 17
2023
Q3 		$2.48M Sell
30,748
-1,280
-4% -$111K 1.17% 30
2023
Q2 		$2.83M Sell
32,028
-6,960
-18% -$643K 1.23% 25
2023
Q1 		$3.7M Sell
38,988
-1,591
-4% -$147K 1.96% 15
2022
Q4 		$3.81M Buy
40,579
+7,932
+24% +$733K 2.1% 13
2022
Q3 		$2.92M Sell
32,647
-4,962
-13% -$507K 1.72% 19
2022
Q2 		$3.79M Sell
37,609
-18,866
-33% -$1.91M 2.08% 14
2022
Q1 		$5.64M Buy
+56,475
New +$5.33M 2.65% 6

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stoneridge Investment Partners's WEC Position: Q4 2024 in Review

Stoneridge Investment Partners sold out of WEC Energy (WEC) in Q4 2024, closing a stake of 58,139 shares — an estimated $5.59M sold.

Stoneridge Investment Partners first reported a position in WEC in Q1 2022 and held it in 11 quarters. The position peaked at $5.64M in Q1 2022. 1,198 funds tracked by Wall St. Rank hold WEC as of Q4 2024.

  • Stoneridge Investment Partners reported no remaining WEC Energy position as of Q4 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 58,139 WEC Energy shares in Q4 2024, an estimated $5.59M.
  • Stoneridge Investment Partners first reported a position in WEC Energy in Q1 2022 and held it in 11 quarters.
  • Stoneridge Investment Partners's WEC Energy position peaked at $5.64M in Q1 2022.
  • 1,198 funds tracked by Wall St. Rank held WEC Energy as of Q4 2024.

Based on Stoneridge Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.