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Concord Wealth Partners trimmed its position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 10.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 20,725 shares of the company’s stock after selling 2,371 shares during the period. Concord Wealth Partners’ holdings in iShares ESG Aware MSCI EAFE ETF were worth […]
Concord Wealth Partners lowered its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 3.1% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 8,587 shares of the company’s stock after selling 274 shares during the quarter. Concord Wealth Partners’ holdings in Altria Group […]
Concord Wealth Partners lifted its holdings in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 42.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,195 shares of the company’s stock after acquiring an additional 1,544 shares during the quarter. Concord Wealth Partners’ […]
Concord Wealth Partners lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 27.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,732 shares of the semiconductor company’s stock after buying an additional 1,016 shares during the […]
Concord Wealth Partners increased its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 124.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,623 shares of the utilities provider’s stock after buying an additional 5,890 shares during the period. Concord Wealth Partners’ […]