Clean Yield Group Reduced Holdings in Q1 2025

Clean Yield Group

  • $285 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNN
Smith & Nephew PLC

Healthcare
-151K
- 80.77%
$23.89 - $30.34 $3.6M - $4.57M
35.8K $1.02M
OGN
Organon & Co.

Healthcare
-87.2K
- 77.34%
$14.29 - $16.41 $1.25M - $1.43M
25.5K $380K
MSFT
Microsoft Corp

Technology
-376
- 2.77%
$375.39 - $447.2 $141K - $168K
13.2K $4.95M
NVO
Novo Nordisk A S

Healthcare
-800
- 2.36%
$69.3 - $90.95 $55.4K - $72.8K
33.1K $2.3M
GIS
General Mills Inc

Consumer Defensive
-8.29K
- 28.46%
$57.56 - $65.3 $477K - $541K
20.8K $1.25M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-73.5K
- 20.42%
$12.89 - $15.19 $948K - $1.12M
287K $4.26M
GOOGL
Alphabet Inc.

Communication Services
-620
- 6.42%
$154.33 - $206.19 $95.7K - $128K
9.03K $1.39M
NOMD
Nomad Foods LTD

Consumer Defensive
-20.2K
- 70.93%
$15.61 - $20.54 $315K - $415K
8.27K $164K
UPS
United Parcel Service Inc

Industrials
-281
- 1.94%
$109.66 - $136.26 $30.8K - $38.3K
14.2K $1.56M
CAC
Camden National Corp

Financial Services
-940
- 0.9%
$40.28 - $46.52 $37.9K - $43.7K
104K $4.21M
SJW
Sjw Group

Utilities
-10.5K
- 14.04%
$45.47 - $55.8 $477K - $585K
64.2K $3.44M
GOOG
Alphabet Inc.

Communication Services
-159
- 2.73%
$156.06 - $207.71 $24.8K - $33K
5.68K $886K
VZ
Verizon Communications Inc

Communication Services
-5.09K
- 66.94%
$37.81 - $46.49 $192K - $237K
2.51K $114K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
-610
- 23.55%
$232.04 - $277.41 $142K - $169K
1.98K $475K
HLIO
Helios Technologies, Inc.

Industrials
-1.31K
- 11.96%
$32.09 - $46.1 $42.1K - $60.5K
9.66K $311K
USB
Us Bancorp \De\

Financial Services
-1K
- 4.25%
$40.92 - $50.9 $40.9K - $50.9K
22.5K $951K
INTU
Intuit Inc

Technology
-183
- 5.28%
$555.63 - $630.23 $102K - $115K
3.29K $2.02M
MRK
Merck & Co., Inc.

Healthcare
-457
- 3.98%
$83.01 - $101.02 $37.9K - $46.2K
11K $990K
PEAK
Healthpeak Properties, Inc.

Real Estate
-7.4K
- 2.83%
N/A
254K $4.82M
MAA
Mid America Apartment Communities Inc.

Real Estate
-863
- 69.15%
$146.9 - $170.92 $127K - $148K
385 $64K
HD
Home Depot, Inc.

Consumer Cyclical
-70
- 1.62%
$347.25 - $424.87 $24.3K - $29.7K
4.24K $1.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-165
- 16.5%
$468.34 - $539.52 $77.3K - $89K
835 $391K
INTC
Intel Corp

Technology
-6.2K
- 74.7%
$19.1 - $27.39 $118K - $170K
2.1K $47K
PFE
Pfizer Inc

Healthcare
-3.67K
- 26.37%
$25.01 - $27.13 $91.7K - $99.5K
10.2K $259K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-200
- 27.1%
$360.07 - $417.26 $72K - $83.5K
538 $193K
TGT
Target Corp

Consumer Defensive
-180
- 6.78%
$103.65 - $142.5 $18.7K - $25.7K
2.47K $258K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-32
- 1.15%
$497.6 - $606.74 $15.9K - $19.4K
2.76K $1.37M
MSEX
Middlesex Water CO

Utilities
-2.4K
- 34.66%
$48.68 - $64.93 $117K - $156K
4.53K $287K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.86K
- 88.54%
$43.79 - $57.46 $81.2K - $107K
240 $13K
NEE
Nextera Energy Inc

Utilities
-964
- 12.11%
$66.96 - $76.16 $64.5K - $73.4K
7K $495K
UNH
Unitedhealth Group Inc

Healthcare
-178
- 9.71%
$461.52 - $548.18 $82.2K - $97.6K
1.66K $867K
IRM
Iron Mountain Inc

Real Estate
-20
- 0.66%
$82.79 - $111.31 $1.66K - $2.23K
3.02K $260K
KEYS
Keysight Technologies, Inc.

Technology
-200
- 8.5%
$148.16 - $185.11 $29.6K - $37K
2.15K $322K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-2.65K
- 6.28%
$23.56 - $24.16 $62.4K - $64K
39.6K $949K
VO
Vanguard Mid Cap ETF

ETFs
-150
- 20.89%
$251.87 - $277.95 $37.8K - $41.7K
568 $146K
PLD
Prologis, Inc.

Real Estate
-512
- 17.67%
$103.59 - $124.04 $53K - $63.5K
2.39K $266K
NOK
Nokia Corp

Technology
-84.2K
- 17.43%
$4.43 - $5.42 $373K - $457K
399K $2.1M
GPC
Genuine Parts CO

Consumer Cyclical
-362
- 17.1%
$115.91 - $129.02 $42K - $46.7K
1.76K $209K
PG
Procter & Gamble CO

Consumer Defensive
-533
- 2.79%
$158.56 - $176.26 $84.5K - $93.9K
18.6K $3.16M
PEP
Pepsico Inc

Consumer Defensive
-90
- 0.81%
$142.64 - $156.42 $12.8K - $14.1K
11K $1.66M
STAG
Stag Industrial, Inc.

Real Estate
-5.92K
- 7.69%
$32.39 - $37.07 $192K - $219K
71K $2.56M
CVX
Chevron Corp

Energy
-300
- 35.59%
$146.71 - $167.97 $44K - $50.4K
543 $90K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-800
- 14.15%
$44.68 - $46.49 $35.7K - $37.2K
4.86K $224K
GLW
Corning Inc

Technology
-537
- 16.27%
$44.91 - $54.25 $24.1K - $29.1K
2.76K $126K
NVS
Novartis Ag

Healthcare
-254
- 67.91%
$97.14 - $115.57 $24.7K - $29.4K
120 $13K
VTI
Vanguard Total Stock Market Et

ETFs
-74
- 59.2%
$271.18 - $303.12 $20.1K - $22.4K
51 $13K
SJM
J M Smucker CO

Consumer Defensive
-577
- 10.46%
$100.41 - $118.41 $57.9K - $68.3K
4.94K $584K
AYI
Acuity Brands Inc

Industrials
-10
- 1.41%
$257.8 - $337.07 $2.58K - $3.37K
700 $184K
XYL
Xylem Inc.

Industrials
-208
- 23.06%
$114.02 - $132.04 $23.7K - $27.5K
694 $82K
Activity Summary
Buys All Purchases 109 New Holdings 39 Increased Positions 70 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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