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Confluence Wealth Services Inc. lowered its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 1.8% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 10,434 shares of the utilities provider’s stock after selling 192 shares during the quarter. Confluence Wealth Services […]
Confluence Wealth Services Inc. raised its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 12.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,362 shares of the utilities provider’s stock after acquiring an additional 1,170 shares during […]
Confluence Wealth Services Inc. lifted its position in Oracle Co. (NYSE:ORCL – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,286 shares of the enterprise software provider’s stock after purchasing an additional 343 shares during the quarter. Confluence […]
Cannell & Co. decreased its holdings in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 484,752 shares of the bank’s stock after selling 1,570 shares […]
Crescent Sterling Ltd. increased its holdings in Chevron Co. (NYSE:CVX – Free Report) by 1.8% during the first quarter, HoldingsChannel.com reports. The fund owned 28,156 shares of the oil and gas company’s stock after buying an additional 503 shares during the period. Chevron makes up approximately 4.0% of Crescent Sterling Ltd.’s holdings, making the stock […]