U.S. Capital Wealth Advisors LLC boosted its stake in shares of Energy Transfer LP (NYSE:ET – Free Report) by 2.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 991,848 shares of the pipeline company’s stock after purchasing an additional 19,551 shares during the period. U.S. […]

Hartford Investment Management Co. lessened its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 129,321 shares of the utilities provider’s stock after selling 2,302 shares during the period. Hartford Investment Management […]

Meadow Creek Wealth Advisors LLC boosted its stake in Comcast Co. (NASDAQ:CMCSA – Free Report) by 12.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,854 shares of the cable giant’s stock after buying an additional 1,407 shares during the quarter. Meadow […]

U.S. Capital Wealth Advisors LLC raised its holdings in shares of Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 29.5% during the third quarter, according to its most recent filing with the SEC. The firm owned 167,701 shares of the pipeline company’s stock after purchasing an additional 38,231 shares during the period. U.S. Capital Wealth […]

Coston McIsaac & Partners lifted its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.7% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 75,490 shares of the utilities provider’s stock after buying an additional 1,294 shares during the quarter. NextEra Energy comprises […]

Syntegra Private Wealth Group LLC raised its stake in Union Pacific Co. (NYSE:UNP – Free Report) by 2.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,789 shares of the railroad operator’s stock after purchasing an additional 69 shares during […]

Plan Group Financial LLC acquired a new stake in OGE Energy Corp. (NYSE:OGE – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 5,517 shares of the utilities provider’s stock, valued at approximately $226,000. Other institutional investors have also recently bought […]

RBA Wealth Management LLC purchased a new position in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 1,254 shares of the company’s stock, valued at approximately $218,000. Several other large investors […]

Spartan Fund Management Inc. raised its holdings in shares of Fortune Rise Acquisition Co. (NASDAQ:FRLA – Free Report) by 56.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 133,462 shares of the company’s stock after purchasing an additional 48,063 shares during the […]

Sequoia Financial Advisors LLC boosted its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 5.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 327,200 shares of the utilities provider’s stock after buying an additional 16,186 shares during the period. Sequoia Financial Advisors […]

Xcel Wealth Management LLC decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 11.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,969 shares of the industrial products company’s stock after selling 529 shares during the period. Xcel Wealth […]

Christensen King & Associates Investment Services Inc. lessened its position in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 8.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,681 shares of the company’s stock after selling 350 shares during the quarter. Christensen King […]

Symphony Financial Ltd. Co. decreased its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 4.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,315 shares of the utilities provider’s stock after selling 1,843 shares during the quarter. […]

Waldron Private Wealth LLC increased its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 28.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 23,494 shares of the utilities provider’s stock after purchasing an additional 5,228 shares during the quarter. Waldron Private Wealth […]

Xcel Wealth Management LLC trimmed its holdings in shares of PPL Co. (NYSE:PPL – Free Report) by 69.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 59,849 shares of the utilities provider’s stock after selling 138,055 shares during the quarter. Xcel Wealth […]

Argus Investors Counsel Inc. lowered its position in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 13.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,752 shares of the railroad operator’s stock after selling 755 shares during the quarter. […]

RBA Wealth Management LLC grew its position in shares of Flowserve Co. (NYSE:FLS – Free Report) by 6.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 77,104 shares of the industrial products company’s stock after purchasing an additional 4,510 shares during the quarter. […]

Raleigh Capital Management Inc. lowered its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,680 shares of the company’s stock after selling 39 shares during the quarter. Raleigh […]

Cetera Trust Company N.A cut its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 2.8% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,294 shares of the fast-food giant’s stock after selling 235 shares during the period. […]

Oakworth Capital Inc. increased its stake in Union Pacific Co. (NYSE:UNP – Free Report) by 0.6% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,172 shares of the railroad operator’s stock after buying an additional 68 shares during the period. Oakworth Capital Inc.’s holdings […]

Raleigh Capital Management Inc. grew its holdings in shares of The Kroger Co. (NYSE:KR – Free Report) by 13.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,476 shares of the company’s stock after purchasing an additional 1,033 shares during the quarter. Raleigh […]

Tull Financial Group Inc. bought a new position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 28,888 shares of the company’s stock, valued at approximately $1,466,000. JPMorgan Ultra-Short […]

Maple Capital Management Inc. lowered its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 1.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,874 shares of the railroad operator’s stock after selling 76 shares during the […]

Bayshore Asset Management LLC reduced its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 0.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 76,649 shares of the exchange traded fund’s stock after selling 327 shares during the […]