Harbor Advisory Corp MA trimmed its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 39.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,767 shares of the entertainment giant’s stock after selling 6,398 shares during the […]

Pegasus Asset Management Inc. lifted its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 2.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,202 shares of the entertainment giant’s stock after purchasing an additional 889 shares during […]

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 […]

My Personal CFO LLC decreased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 10.6% during the third quarter, according to its most recent filing with the SEC. The firm owned 3,784 shares of the entertainment giant’s stock after selling 449 shares during the period. My Personal CFO LLC’s holdings […]

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 […]

WT Wealth Management acquired a new stake in Norfolk Southern Co. (NYSE:NSC – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 850 shares of the railroad operator’s stock, valued at approximately $215,000. Several other hedge funds and other institutional investors have […]

Eastern Bank raised its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 244.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 917,658 shares of the utilities provider’s stock after acquiring an additional 651,402 shares during the quarter. NextEra Energy comprises […]

Plimoth Trust Co. LLC increased its position in The Walt Disney Company (NYSE:DIS – Free Report) by 3.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,211 shares of the entertainment giant’s stock after buying an additional 714 shares […]

Kennedy Investment Group trimmed its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.5% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,671 shares of the entertainment giant’s stock after selling 126 shares during the period. Kennedy Investment Group’s […]

Palouse Capital Management Inc. raised its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 21.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,104 shares of the entertainment giant’s stock after purchasing an additional 2,297 shares during the period. […]

Berry Wealth Group LP grew its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 34.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 18,319 shares of the utilities provider’s stock after purchasing an additional 4,733 shares during the period. NextEra Energy makes […]

Carolina Wealth Advisors LLC bought a new stake in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 506 shares of the company’s stock, valued at approximately $53,000. Several other hedge funds also recently added […]

Whittier Trust Co. raised its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 1.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 329,193 shares of the entertainment giant’s stock after buying an additional 6,138 shares during the […]