Values First Advisors Inc. decreased its position in shares of The Southern Company (NYSE:SO – Free Report) by 11.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,617 shares of the utilities provider’s stock after selling 451 shares during the period. Values First […]

Nicholson Wealth Management Group LLC purchased a new stake in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 20,039 shares of the utilities provider’s stock, valued at approximately $946,000. A number of other large […]

Dakota Wealth Management increased its position in shares of The Progressive Co. (NYSE:PGR – Free Report) by 10.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 122,496 shares of the insurance provider’s stock after purchasing an additional 11,321 shares during […]

Walker Asset Management LLC purchased a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,483 shares of the transportation company’s stock, valued at approximately $202,000. Other hedge funds have also recently made changes to […]

Taylor Frigon Capital Management LLC raised its stake in shares of Pool Co. (NASDAQ:POOL – Free Report) by 4.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 3,700 shares of the specialty retailer’s stock after acquiring an additional 156 shares during the period. Taylor Frigon Capital Management […]

Axecap Investments LLC purchased a new position in shares of The Southern Company (NYSE:SO – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 2,358 shares of the utilities provider’s stock, valued at approximately $213,000. Other institutional investors […]