Clean Yield Group Purchases in Q3 2025

Clean Yield Group

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
442
+ 0.43%
$202.38 - $256.87 $89.5K - $114K
103K $26.2M
ECL
Ecolab Inc.

Basic Materials
16.9K
+ 33166.67%
$259.39 - $285.47 $4.39M - $4.83M
17K $4.65M
SCHW
Schwab Charles Corp

Financial Services
17.7K
+ 182.74%
$91.03 - $98.69 $1.61M - $1.74M
27.3K $2.61M
COLB
Columbia Banking System, Inc.

Financial Services
28K
+ 70.35%
$23.26 - $27.31 $652K - $765K
67.9K $1.75M
BWA
Borgwarner Inc

Consumer Cyclical
1.76K
+ 2.58%
$34.53 - $44.44 $60.8K - $78.3K
70.2K $3.09M
PLD
Prologis, Inc.

Real Estate
2.58K
+ 4.93%
$104.08 - $115.35 $268K - $297K
54.9K $6.28M
VMI
Valmont Industries Inc

Industrials
518
+ 5.99%
$328.58 - $387.73 $170K - $201K
9.17K $3.56M
ROST
Ross Stores, Inc.

Consumer Cyclical
120
+ 0.42%
$127.59 - $152.81 $15.3K - $18.3K
28.5K $4.34M
JNJ
Johnson & Johnson

Healthcare
173
+ 0.86%
$155.17 - $185.42 $26.8K - $32.1K
20.4K $3.78M
HD
Home Depot, Inc.

Consumer Cyclical
268
+ 2.13%
$357.4 - $423.42 $95.8K - $113K
12.9K $5.21M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.37K
+ 30.54%
$50.79 - $76.4 $69.3K - $104K
5.84K $445K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.17%
$617.65 - $666.84 $3.09K - $3.33K
2.96K $1.97M
SNPS
Synopsys Inc

Technology
218
+ 5450.0%
$387.78 - $645.35 $84.5K - $141K
222 $109K
MCO
Moodys Corp

Financial Services
625
+ 8.18%
$472.69 - $521.32 $295K - $326K
8.27K $3.94M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.97K
New
$48.5 - $50.19 $95.7K - $99.1K
1.97K $98K
NEE
Nextera Energy Inc

Utilities
562
+ 8.03%
$69.77 - $77.54 $39.2K - $43.6K
7.56K $570K
JPM
Jpmorgan Chase & CO

Financial Services
106
+ 5.42%
$282.78 - $316.06 $30K - $33.5K
2.06K $649K
QQQ
Invesco Qqq Trust, Series 1

ETFs
63
+ 7.54%
$546.99 - $602.2 $34.5K - $37.9K
898 $539K
LOW
Lowes Companies Inc

Consumer Cyclical
156
+ 12.35%
$215.01 - $273.02 $33.5K - $42.6K
1.42K $356K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
865
New
$79.76 - $85.78 $69K - $74.2K
865 $73K
FNDF
Schwab Fundamental Intl Large

ETFs
1.69K
New
$39.84 - $43.15 $67.4K - $73.1K
1.69K $72K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
867
+ 7.37%
$185.65 - $214.38 $161K - $186K
12.6K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 2.17%
$459.11 - $506.91 $23.9K - $26.4K
2.44K $1.23M
RTX
Raytheon Technologies Corp

Industrials
187
+ 13.13%
$144.19 - $167.33 $27K - $31.3K
1.61K $269K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
455
New
$108.03 - $117.04 $49.2K - $53.3K
455 $53K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
455
New
$109.47 - $119.06 $49.8K - $54.2K
455 $53K
CAT
Caterpillar Inc

Industrials
60
+ 27.52%
$390.92 - $477.15 $23.5K - $28.6K
278 $132K
DVY
Ishares Tr

ETFs
260
New
$133.88 - $142.57 $34.8K - $37.1K
260 $36K
XOM
Exxon Mobil Corp

Energy
142
+ 3.51%
$105.83 - $117.22 $15K - $16.6K
4.19K $471K
INTC
Intel Corp

Technology
216
+ 9.04%
$19.31 - $35.5 $4.17K - $7.67K
2.61K $87K
IWP
Ishares Russell Mid Cap Growth

ETFs
231
New
$137.51 - $145.26 $31.8K - $33.6K
231 $32K
GS
Goldman Sachs Group Inc

Financial Services
37
+ 108.82%
$696.56 - $806.32 $25.8K - $29.8K
71 $56K
WFC
Wells Fargo & Company

Financial Services
316
+ 24.78%
$77.05 - $85.16 $24.3K - $26.9K
1.59K $133K
MDT
Medtronic PLC

Healthcare
279
+ 265.71%
$87.67 - $95.74 $24.5K - $26.7K
384 $36K
DTE
Dte Energy CO

Utilities
197
New
$130.26 - $141.49 $25.7K - $27.9K
197 $27K
MLPA
Global X Mlp ETF

ETFs
539
New
$48.25 - $51.56 $26K - $27.8K
539 $26K
TXN
Texas Instruments Inc

Technology
125
+ 4.24%
N/A
3.07K $598K
IWS
Ishares Russell Midcap Value E

ETFs
178
New
$132.83 - $140.61 $23.6K - $25K
178 $24K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
250
New
$99.12 - $99.52 $24.8K - $24.9K
250 $24K
T
At&T Inc.

Communication Services
963
+ 15.81%
$26.94 - $29.62 $25.9K - $28.5K
7.06K $199K
NI
Nisource Inc.

Utilities
485
New
$39.0 - $43.33 $18.9K - $21K
485 $21K
TTE
Total Energies Se

Energy
304
New
N/A
304 $20K
MA
Mastercard Inc

Financial Services
20
+ 1.68%
$550.18 - $598.96 $11K - $12K
1.21K $686K
EMLP
First Tr Exchange Traded Iv

ETFs
429
New
$36.99 - $38.38 $15.9K - $16.5K
429 $16K
IYR
Ishares Tr

ETFs
175
New
$94.16 - $98.46 $16.5K - $17.2K
175 $16K
PFE
Pfizer Inc

Healthcare
150
+ 1.62%
$23.29 - $25.88 $3.49K - $3.88K
9.42K $239K
DGX
Quest Diagnostics Inc

Healthcare
111
+ 0.42%
N/A
26.7K $3.65M
ACN
Accenture PLC

Technology
63
+ 82.89%
$232.56 - $304.78 $14.7K - $19.2K
139 $34K
DTM
Dt Midstream, Inc.

Energy
94
+ 223.81%
$99.17 - $113.27 $9.32K - $10.6K
136 $15K
Activity Summary
Buys All Purchases 87 New Holdings 36 Increased Positions 51 Sells All Sells 75 Reductions 74 Sold out 1 Options Calls 0 Puts 0
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