SIP
Stoneridge Investment Partners’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-58,139
| Closed | -$5.59M | – | 164 |
|
|
2024
Q3 | $5.59M | Sell |
58,139
-796
| -1% | -$76.6K | 2.08% | 13 |
|
|
2024
Q2 | $4.62M | Buy |
58,935
+15,274
| +35% | +$1.2M | 1.75% | 14 |
|
|
2024
Q1 | $3.59M | Sell |
43,661
-8,189
| -16% | -$672K | 1.36% | 25 |
|
|
2023
Q4 | $4.36M | Buy |
51,850
+21,102
| +69% | +$1.78M | 1.84% | 17 |
|
|
2023
Q3 | $2.48M | Sell |
30,748
-1,280
| -4% | -$103K | 1.17% | 30 |
|
|
2023
Q2 | $2.83M | Sell |
32,028
-6,960
| -18% | -$614K | 1.23% | 25 |
|
|
2023
Q1 | $3.7M | Sell |
38,988
-1,591
| -4% | -$151K | 1.96% | 15 |
|
|
2022
Q4 | $3.81M | Buy |
40,579
+7,932
| +24% | +$744K | 2.1% | 13 |
|
|
2022
Q3 | $2.92M | Sell |
32,647
-4,962
| -13% | -$444K | 1.72% | 19 |
|
|
2022
Q2 | $3.79M | Sell |
37,609
-18,866
| -33% | -$1.9M | 2.08% | 14 |
|
|
2022
Q1 | $5.64M | Buy |
+56,475
| New | +$5.64M | 2.65% | 6 |
|