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Planning Capital Management Corporation’s FirstEnergy FE Stock Holding History

Planning Capital Management Corporation’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$56.5K Hold
1,274
– – 0.04% 166
2024
Q2 		$48.8K Hold
1,274
– – 0.03% 194
2024
Q1 		$49.2K Buy
1,274
+531
+71% +$19.9K 0.04% 189
2023
Q4 		$27.2K Buy
+743
New +$26.9K 0.02% 246

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Planning Capital Management Corporation's FE Position: Q3 2024 in Review

Planning Capital Management Corporation held its FirstEnergy (FE) position steady in Q3 2024 at 1,274 shares worth $56.5K. The position accounts for 0.04% of the portfolio, ranked #166.

Planning Capital Management Corporation first reported a position in FE in Q4 2023 and has held it in 4 quarters since. 774 funds tracked by Wall St. Rank hold FE as of Q3 2024.

  • Planning Capital Management Corporation held 1,274 shares of FirstEnergy worth $56.5K as of Q3 2024.
  • Planning Capital Management Corporation left its FirstEnergy share count unchanged in Q3 2024.
  • FirstEnergy made up 0.04% of Planning Capital Management Corporation's portfolio in Q3 2024, its #166 holding.
  • Planning Capital Management Corporation first reported a position in FirstEnergy in Q4 2023 and has held it in 4 quarters since.
  • 774 funds tracked by Wall St. Rank held FirstEnergy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.