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Financial Planning & Information Services, Inc. Historic Quarter Change: USA Stocks, Added

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Financial Planning & Information Services, Inc. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 3 quarters from 2023-12-31 to 2024-09-30, Financial Planning & Information Services, Inc. opened 9 positions, added to 22, reduced 31 and sold out of 7.

  • Q3 2024: Stock WEC; Country of operation United States; Class COM; Shares before 80,087.
  • Q3 2024: Stock PG; Country of operation United States; Class COM; Shares before 26,546.
  • Q3 2024: Stock NEE; Country of operation United States; Class COM; Shares before 10,458.
  • Q3 2024: Stock JPM; Country of operation United States; Class COM; Shares before 1,636.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1841433), 3 quarters: Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2024WEC
WEC ENERGY GROUP INC		United StatesCOM80,08781,106+1,019$6,283,622$7,800,783+$1,517,1612024-11-12
Q3 2024PG
PROCTER AND GAMBLE CO		United StatesCOM26,54630,004+3,458$4,377,924$5,196,687+$818,7632024-11-12
Q3 2024NEE
NEXTERA ENERGY INC		United StatesCOM10,45811,397+939$740,531$963,388+$222,8572024-11-12
Q3 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM1,6362,549+913$330,865$537,448+$206,5832024-11-12
Q3 2024NIC
NICOLET BANKSHARES INC		United StatesCOM3,1444,204+1,060$261,078$402,029+$140,9512024-11-12
Q3 2024HD
HOME DEPOT INC		United StatesCOM590692+102$203,102$280,398+$77,2962024-11-12
Q3 2024ABBV
ABBVIE INC		United StatesCOM1,8181,822+4$311,800$359,832+$48,0322024-11-12
Q3 2024NVDA
NVIDIA CORPORATION		United StatesCOM2,2802,592+312$281,671$314,773+$33,1022024-11-12
Q3 2024XOMXXXX
EXXON MOBIL CORP		COM3,7603,804+44$432,851$445,905+$13,0542024-11-12
Q3 2024KMB
KIMBERLY-CLARK CORP		United StatesCOM2,5322,539+7$349,942$361,239+$11,2972024-11-12
Q2 2024WEC
WEC ENERGY GROUP INC		United StatesCOM75,12180,087+4,966$6,168,938$6,283,622+$114,6842024-08-13
Q2 2024TSLA
TESLA INC		United StatesCOM1,9562,024+68$343,845$400,509+$56,6642024-08-13
Q2 2024KMB
KIMBERLY-CLARK CORP		United StatesCOM2,5252,532+7$326,604$349,942+$23,3382024-08-13
Q1 2024WEC
WEC ENERGY GROUP INC		United StatesCOM70,53275,121+4,589$5,936,643$6,168,938+$232,2952024-05-14
Q1 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A3,2843,449+165$458,742$520,558+$61,8162024-05-14
Q1 2024AMZN
AMAZON COM INC		United StatesCOM1,9531,977+24$296,739$356,611+$59,8722024-05-14
Q1 2024ABBV
ABBVIE INC		United StatesCOM2,1602,165+5$334,794$394,229+$59,4352024-05-14
Q1 2024WMT
WALMART INC		United StatesCOM3,4489,950+6,502$543,577$598,692+$55,1152024-05-14
Q1 2024MCD
MCDONALDS CORP		United StatesCOM1,4801,697+217$438,835$478,469+$39,6342024-05-14
Q1 2024KMB
KIMBERLY-CLARK CORP		United StatesCOM2,5182,525+7$305,931$326,604+$20,6732024-05-14
Q1 2024ACM
AECOM		United StatesCOM2,8042,834+30$259,152$277,919+$18,7672024-05-14
Q1 2024JNJ
JOHNSON & JOHNSON		United StatesCOM3,0373,086+49$476,019$488,174+$12,1552024-05-14

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