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Planning Capital Management Corporation’s WEC Energy WEC Stock Holding History

Planning Capital Management Corporation’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
Q3 		– Sell
-19
Closed -$1.49K – 915
2024
Q2 		$1.49K Hold
19
– – ﹤0.01% 559
2024
Q1 		$1.56K Buy
19
+9
+90% +$724 ﹤0.01% 581
2023
Q4 		$842 Buy
+10
New +$823 ﹤0.01% 608

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Planning Capital Management Corporation sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 19 shares — an estimated $1.49K sold.

Planning Capital Management Corporation first reported a position in WEC in Q4 2023 and held it in 3 quarters. The position peaked at $1.56K in Q1 2024. 1,131 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 19 WEC Energy shares in Q3 2024, an estimated $1.49K.
  • Planning Capital Management Corporation first reported a position in WEC Energy in Q4 2023 and held it in 3 quarters.
  • Planning Capital Management Corporation's WEC Energy position peaked at $1.56K in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

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