Moran Wealth Management LLC lifted its position in NRG Energy, Inc. (NYSE:NRG – Free Report) by 11.2% in the 2nd quarter, Holdings Channel.com reports. The fund owned 2,653 shares of the utilities provider’s stock after acquiring an additional 268 shares during the period. Moran Wealth Management LLC’s holdings in NRG Energy were worth $426,000 as […]

Mutual Advisors LLC grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,064 shares of the utilities provider’s stock after acquiring an additional 256 shares during the quarter. […]

Oxbow Advisors LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.0% in the 2nd quarter, Holdings Channel.com reports. The fund owned 7,654 shares of the network equipment provider’s stock after acquiring an additional 568 shares during the period. Oxbow Advisors LLC’s holdings in Cisco Systems were worth $531,000 at the […]

Activest Wealth Management reduced its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 46.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 287 shares of the company’s stock after selling 248 shares during the quarter. Activest Wealth Management’s holdings in PepsiCo were worth […]

Ritholtz Wealth Management decreased its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 20.7% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,785 shares of the technology company’s stock after selling 4,894 shares during the quarter. Ritholtz Wealth Management’s holdings in […]

Nordea Investment Management AB lessened its stake in Stryker Corporation (NYSE:SYK – Free Report) by 11.1% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 1,120,319 shares of the medical technology company’s stock after selling 139,234 shares during the quarter. Nordea Investment Management AB owned 0.29% of Stryker […]

Activest Wealth Management increased its stake in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 875.0% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 195 shares of the financial services provider’s stock after acquiring an additional 175 shares during the period. Activest Wealth […]

Bridges Investment Management Inc. increased its position in Sysco Corporation (NYSE:SYY – Free Report) by 14.5% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 26,852 shares of the company’s stock after acquiring an additional 3,404 shares during the quarter. Bridges Investment Management Inc.’s holdings […]

Werba Rubin Papier Wealth Management boosted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 17.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,170 shares of the home improvement retailer’s stock after purchasing an additional 171 shares […]

Consilio Wealth Advisors LLC bought a new stake in American Express Company (NYSE:AXP – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 740 shares of the payment services company’s stock, valued at approximately $235,000. Other hedge funds have […]

Smithbridge Asset Management Inc. DE lowered its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 6.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 124,430 shares of the company’s stock after selling 8,174 shares during the quarter. Vertiv makes up 2.8% of Smithbridge Asset Management Inc. DE’s investment portfolio, making the […]

Smithbridge Asset Management Inc. DE trimmed its holdings in Valero Energy Corporation (NYSE:VLO – Free Report) by 5.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,337 shares of the oil and gas company’s stock after selling 624 shares during the quarter. Smithbridge […]

Nordea Investment Management AB lessened its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 14.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,193,102 shares of the company’s stock after selling 533,617 shares during the period. Nordea […]

Praxis Investment Management Inc. cut its stake in American Express Company (NYSE:AXP – Free Report) by 4.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,794 shares of the payment services company’s stock after selling 700 shares during the period. Praxis […]

Turtle Creek Wealth Advisors LLC bought a new stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 1,197 shares of the business services provider’s stock, valued at approximately $274,000. Other hedge […]

Compound Global Advisors LLC reduced its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 79.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 71 shares of the company’s stock after selling 279 shares during the period. Eli […]

Applied Finance Capital Management LLC lessened its holdings in General Dynamics Corporation (NYSE:GD – Free Report) by 7.0% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,641 shares of the aerospace company’s stock after selling 274 shares during the period. Applied Finance Capital Management LLC’s […]

Roof Eidam Maycock Peralta LLC lifted its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 13.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 736 shares of the fast-food giant’s stock after acquiring an additional 86 shares during the period. Roof Eidam Maycock Peralta […]

Werba Rubin Papier Wealth Management bought a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,271 shares of the company’s stock, valued at approximately $202,000. Other institutional investors have also modified their […]

Mine & Arao Wealth Creation & Management LLC. decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 17.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,526 shares of the network equipment provider’s stock after selling 1,198 shares […]