Clean Yield Group New Holdings in Q3 2025

Clean Yield Group

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.97K
New
$48.5 - $50.19 $95.7K - $99.1K
1.97K $98K
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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
455
New
$109.47 - $119.06 $49.8K - $54.2K
455 $53K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
455
New
$108.03 - $117.04 $49.2K - $53.3K
455 $53K
DVY
Ishares Tr

ETFs
260
New
$133.88 - $142.57 $34.8K - $37.1K
260 $36K
IWP
Ishares Russell Mid Cap Growth

ETFs
231
New
$137.51 - $145.26 $31.8K - $33.6K
231 $32K
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
IWS
Ishares Russell Midcap Value E

ETFs
178
New
$132.83 - $140.61 $23.6K - $25K
178 $24K
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
87
New
$108.46 - $120.63 $9.44K - $10.5K
87 $10K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
90
New
$100.37 - $100.74 $9.03K - $9.07K
90 $9K
AEP
American Electric Power CO Inc

Utilities
66
New
$103.26 - $115.0 $6.82K - $7.59K
66 $7K
DUK
Duke Energy Corp

Utilities
42
New
$116.31 - $125.93 $4.89K - $5.29K
42 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
71
New
$69.9 - $78.26 $4.96K - $5.56K
71 $5K
IWR
Ishares Russell Mid Cap ETF

ETFs
56
New
$92.26 - $97.51 $5.17K - $5.46K
56 $5K
DOW
Dow Inc.

Basic Materials
72
New
$20.87 - $30.37 $1.5K - $2.19K
72 $1K
ICLN
Ishares

ETFs
83
New
$13.22 - $15.48 $1.1K - $1.28K
83 $1K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
0
New
$62.09 - $66.51 $0 - $0
0 $0
MELI
Mercadolibre Inc

Consumer Cyclical
0
New
$2292.04 - $2514.05 $0 - $0
0 $0
Via Transn Inc Com Cl A
10
New
N/A
10 $0
PAYC
Paycom Software, Inc.

Technology
0
New
$208.14 - $238.8 $0 - $0
0 $0
Proshares Vix Short Term Futures ETF
3.2K
New
N/A
3.2K $0
Kenvue Inc Com
1.5K
New
N/A
1.5K $0
VEU
Vanguard Ftse All World Ex Us

ETFs
0
New
$66.38 - $71.68 $0 - $0
0 $0
Lucid Group Inc Com New
1.16K
New
N/A
1.16K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
0
New
$42.04 - $45.23 $0 - $0
0 $0
STEW
Boulder Growth & Income Fund

Financial Services
0
New
$17.4 - $18.57 $0 - $0
0 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
0
New
$138.59 - $171.12 $0 - $0
0 $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
0
New
$115.96 - $125.95 $0 - $0
0 $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
0
New
$5364.25 - $5815.92 $0 - $0
0 $0
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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