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Lifestyle Asset Management Inc. grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 17.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,010 shares of the utilities provider’s stock after acquiring an additional 457 shares during the quarter. […]
Beach Investment Counsel Inc. PA lessened its stake in shares of Novartis AG (NYSE:NVS – Free Report) by 7.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,695 shares of the company’s stock after selling 3,300 shares during […]
Kowal Investment Group LLC lessened its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 18.3% in the first quarter, Holdings Channel.com reports. The firm owned 3,840 shares of the company’s stock after selling 858 shares during the period. Kowal Investment Group LLC’s holdings in Vanguard High Dividend Yield ETF […]
Wealthspan Partners LLC raised its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 5.9% in the first quarter, Holdings Channel reports. The institutional investor owned 35,237 shares of the company’s stock after buying an additional 1,963 shares during the quarter. Vanguard High Dividend Yield ETF comprises about 3.2% of […]
Royal Harbor Partners LLC trimmed its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 68.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 8,886 shares of the company’s stock after selling 19,696 shares during the quarter. Royal Harbor Partners […]