| Q1 2024 |
0 |
$0 |
$0 |
-$214M |
-$214M |
|
13F-HR |
5/8/2024, 02:28 PM |
| Q4 2023 |
54 |
$214M |
+$53.5M |
-$45.9M |
+$7.62M |
RSG, WM, ACA, KEX, ANSS, FLEX |
13F-HR |
2/9/2024, 02:56 PM |
| Q3 2023 |
64 |
$187M |
+$58.3M |
-$167M |
-$108M |
WM, RSG, KEX, EMR, VST, GE |
13F-HR |
11/14/2023, 06:21 AM |
| Q2 2023 |
76 |
$312M |
+$107M |
-$199M |
-$91.6M |
BWXT, PTC, EMR, FERG, KEX, TXN |
13F-HR |
8/14/2023, 01:04 PM |
| Q1 2023 |
61 |
$394M |
+$232M |
-$1.66M |
+$231M |
APD, NEE, PTC, BWXT, CP, AY |
13F-HR |
5/15/2023, 03:27 PM |
| Q4 2022 |
55 |
$223M |
+$96.4M |
-$3.14M |
+$93.3M |
ADM, D, CPXXXX, AY, PTC, APD |
13F-HR |
2/14/2023, 01:23 PM |
| Q3 2022 |
62 |
$168M |
+$75.4M |
-$3.92M |
+$71.5M |
EVRG, D, APD, CPXXXX, ACA, NRG |
13F-HR |
11/14/2022, 01:06 PM |
| Q2 2022 |
57 |
$112M |
+$98.5M |
|
+$98.5M |
EVRG, BWXT, APD, NRG, VST, D |
13F-HR |
8/15/2022, 02:19 PM |
| Q1 2022 |
45 |
$18.4M |
|
|
|
EVRG, VST, APD, DE, CEG, NRG |
13F-HR |
5/16/2022, 04:42 PM |