• Account Management LLC Acquires 15,840 Shares of NextEra Energy, Inc. (NYSE:NEE)

    Account Management LLC increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 29.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 69,655 shares of the utilities provider’s stock after acquiring an additional 15,840 shares during the […]

  • Leisure Capital Management Invests $203,000 in NextEra Energy, Inc. (NYSE:NEE)

    Leisure Capital Management acquired a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 3,344 shares of the utilities provider’s stock, valued at approximately $203,000. A number of other large investors have also modified their holdings of NEE. BOK Financial Private […]

  • Ifrah Financial Services Inc. Reduces Position in AbbVie Inc. (NYSE:ABBV)

    Ifrah Financial Services Inc. decreased its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 29,088 shares of the company’s stock after selling 443 shares during the period. AbbVie accounts for 1.3% of […]

  • Naviter Wealth LLC Increases Position in Visa Inc. (NYSE:V)

    Naviter Wealth LLC raised its position in shares of Visa Inc. (NYSE:V – Free Report) by 21.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,435 shares of the credit-card processor’s stock after purchasing an additional 1,647 shares during the period. Naviter Wealth […]

  • Anchor Capital Advisors LLC Trims Position in AbbVie Inc. (NYSE:ABBV)

    Anchor Capital Advisors LLC decreased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 107,216 shares of the company’s stock after selling 1,673 shares during the quarter. Anchor Capital Advisors LLC’s holdings […]

  • Anchor Capital Advisors LLC Reduces Holdings in Watsco, Inc. (NYSE:WSO)

    Anchor Capital Advisors LLC reduced its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 6.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 165,177 shares of the construction company’s stock after selling 10,579 shares during the quarter. Watsco makes up approximately 1.9% of Anchor Capital Advisors LLC’s investment portfolio, making the […]

  • Crestone Asset Management LLC Reduces Position in Trane Technologies plc (NYSE:TT)

    Crestone Asset Management LLC cut its stake in Trane Technologies plc (NYSE:TT – Free Report) by 34.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,078 shares of the company’s stock after selling 563 shares during the period. Crestone Asset Management LLC’s holdings in Trane Technologies were worth $263,000 as of its most recent […]

  • Fisher Asset Management LLC Increases Stock Position in BlackRock, Inc. (NYSE:BLK)

    Fisher Asset Management LLC grew its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 2.4% in the fourth quarter, HoldingsChannel reports. The firm owned 2,015,535 shares of the asset manager’s stock after buying an additional 47,326 shares during the quarter. BlackRock accounts for approximately 0.8% of Fisher Asset Management LLC’s investment portfolio, […]

  • Eagle Ridge Investment Management Reduces Stock Position in Visa Inc. (NYSE:V)

    Eagle Ridge Investment Management decreased its stake in Visa Inc. (NYSE:V – Free Report) by 1.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 75,104 shares of the credit-card processor’s stock after selling 1,377 shares during the quarter. Visa makes up 1.9% of Eagle […]

  • Anchor Capital Advisors LLC Reduces Stock Position in Shell plc (NYSE:SHEL)

    Anchor Capital Advisors LLC cut its position in shares of Shell plc (NYSE:SHEL – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 317,386 shares of the energy company’s stock after selling 6,637 shares during the […]

  • Addison Advisors LLC Increases Stock Position in Merck & Co., Inc. (NYSE:MRK)

    Addison Advisors LLC increased its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,915 shares of the company’s stock after buying an additional 1,047 shares during the period. Addison […]

  • AJOVista LLC Takes $230,000 Position in Mettler-Toledo International Inc. (NYSE:MTD)

    AJOVista LLC purchased a new stake in Mettler-Toledo International Inc. (NYSE:MTD – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 190 shares of the medical instruments supplier’s stock, valued at approximately $230,000. A number of other institutional investors and hedge funds […]