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BCS Wealth Management Makes New Investment in RTX Co. (NYSE:RTX)

BCS Wealth Management acquired a new stake in shares of RTX Co. (NYSE:RTX – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 4,059 shares of the company’s stock, valued at approximately $292,000. Other large investors have also bought and sold shares of the company. Essex Savings Bank grew its stake in […]
Collins Aerospace Essex Savings Bank Moody National Bank Trust Division Pratt Whitney Clean Yield Group Carret Asset Management

Clean Yield Group Has $1.92 Million Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Clean Yield Group boosted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 7.6% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 11,785 shares of the company’s stock after buying an additional 828 shares during the period. Clean Yield Group’s holdings in PepsiCo […]
New Zealand United States Asia Pacific Hughf Johnston Securities Exchange Commission Royal Bank

Carret Asset Management LLC Lowers Stock Holdings in iShares Select Dividend ETF (NASDAQ:DVY)

Carret Asset Management LLC lessened its stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 3.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 50,090 shares of the company’s stock after selling 1,564 shares during the quarter. Carret Asset Management LLC’s holdings in iShares Select Dividend ETF were worth $5,392,000 as […]
Dow Jones Clean Yield Group Carret Asset Management Wealthcare Advisory Partners Third Securities Inc Company Profile

Clean Yield Group Raises Stock Position in Invesco QQQ (NASDAQ:QQQ)

Clean Yield Group raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 69.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,222 shares of the exchange traded fund’s stock after buying an additional 502 shares during the period. […]
Wealth Strategies Group Family Office Exchange Commission Clean Yield Group Commonwealth Equity Services Cornerstone Advisors

Clean Yield Group Has $551,000 Holdings in Mid-America Apartment Communities, Inc. (NYSE:MAA)

Clean Yield Group lessened its holdings in shares of Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) by 16.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,108 shares of the real estate investment trust’s stock after selling 780 shares during the […]
United States William Reid Sanders Clean Yield Group Securities Exchange Commission Cooper Financial Group America Apartment Communities Inc

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Clean Yield Group Has $143,000 Stake in Vanguard Growth ETF (NYSEARCA:VUG)

Clean Yield Group decreased its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 11.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 504 shares of the company’s stock after selling 66 shares during the quarter. Clean Yield […]
United States Steward Financial Group Hibernia Wealth Partners Company Profile Securities Exchange Commission Clean Yield Group

Clean Yield Group Buys 300 Shares of NextEra Energy, Inc. (NYSE:NEE)

Clean Yield Group lifted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,110 shares of the utilities provider’s stock after purchasing an additional 300 shares […]
United States Nicoles Arnaboldi Moneta Group Investment Advisors York Mellon Corp Nextera Energy Profile Exchange Commission
Source: wkrb13.com

CHURCHILL MANAGEMENT Corp Has $11.21 Million Position in General Electric (NYSE:GE)

CHURCHILL MANAGEMENT Corp boosted its holdings in shares of General Electric (NYSE:GE – Free Report) by 0.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 101,377 shares of the conglomerate’s stock after buying an additional 409 shares during the period. […]
United States Company Profile Clean Yield Group Exchange Commission Moody National Bank Trust Division Deutsche Bank Aktiengesellschaft

NextEra Energy, Inc. (NYSE:NEE) Shares Bought by Clean Yield Group

Clean Yield Group raised its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 9,110 shares of the utilities provider’s stock after acquiring an additional 300 shares during the period. Clean […]
United States Nicoles Arnaboldi News Ratings For Nextera Energy Daily Nextera Energy Company Profile Nextera Energy Country Trust Bank

Amphenol Co. (NYSE:APH) Shares Purchased by Clean Yield Group

Clean Yield Group raised its stake in Amphenol Co. (NYSE:APH – Free Report) by 35.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,300 shares of the electronics maker’s stock after purchasing an additional 600 shares during the period. Clean Yield […]
United States Robert Livingston Davidm Silverman Exchange Commission First National Bank Harsh Environment Solutions

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