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Consolidated Planning Corp’s WEC Energy WEC Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-1,456
Closed -$128K – 455
2021
Q3 		$128K Buy
+1,456
New +$137K 0.08% 83

Other funds holding WEC

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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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consolidated Planning Corp's WEC Position: Q4 2021 in Review

Consolidated Planning Corp sold out of WEC Energy (WEC) in Q4 2021, closing a stake of 1,456 shares — an estimated $128K sold.

Consolidated Planning Corp first reported a position in WEC in Q3 2021 and held it in 1 quarter. The position peaked at $128K in Q3 2021. 999 funds tracked by Wall St. Rank hold WEC as of Q4 2021.

  • Consolidated Planning Corp reported no remaining WEC Energy position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,456 WEC Energy shares in Q4 2021, an estimated $128K.
  • Consolidated Planning Corp first reported a position in WEC Energy in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's WEC Energy position peaked at $128K in Q3 2021.
  • 999 funds tracked by Wall St. Rank held WEC Energy as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.