Ferguson Wellman Capital Management, Inc Incresed Positions in Q1 2025

Ferguson Wellman Capital Management, Inc

  • $4.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
1K
+ 36.76%
$229.72 - $269.82 $230K - $270K
3.72K $943K
DUK
Duke Energy Corp

Utilities
2.04K
+ 51.17%
$105.87 - $121.97 $216K - $248K
6.02K $733K
NFLX
Netflix Inc

Communication Services
286
+ 37.68%
$828.4 - $1058.6 $237K - $303K
1.05K $974K
ORCL
Oracle Corp

Technology
3.15K
+ 50.84%
$139.81 - $186.47 $441K - $588K
9.36K $1.31M
PEP
Pepsico Inc

Consumer Defensive
2.46K
+ 5.28%
$142.64 - $156.42 $351K - $384K
49K $7.35M
SCHW
Schwab Charles Corp

Financial Services
3.14K
+ 107.78%
$71.24 - $83.64 $224K - $263K
6.06K $474K
VO
Vanguard Mid Cap ETF

ETFs
1K
+ 55.56%
$251.87 - $277.95 $252K - $278K
2.8K $719K
WMB
Williams Companies, Inc.

Energy
2.04K
+ 9.46%
$54.02 - $61.09 $110K - $125K
23.7K $1.41M
CI
Cigna Corp

Healthcare
376
+ 18.72%
$274.49 - $329.0 $103K - $124K
2.39K $784K
BAC
Bank Of America Corp

Financial Services
6.23K
+ 43.37%
$39.61 - $47.74 $247K - $297K
20.6K $858K
IWD
Ishares Russell 1000 Val ETF

ETFs
843
+ 3.72%
$182.82 - $196.21 $154K - $165K
23.5K $4.38M
YUM
Yum Brands Inc

Consumer Cyclical
21
+ 0.29%
$123.25 - $162.53 $2.59K - $3.41K
7.23K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.49K
+ 11.85%
$468.34 - $539.52 $699K - $805K
14.1K $6.6M
CTVA
Corteva, Inc.

Basic Materials
891
+ 4.93%
$55.94 - $66.15 $49.8K - $58.9K
19K $1.19M
BROS
Dutch Bros Inc.

Consumer Cyclical
1.55K
+ 26.72%
$55.77 - $85.37 $86.4K - $132K
7.35K $453K
FISV
Fiserv Inc

Technology
1.13K
+ 12.58%
N/A
10.1K $1.26M
TFC
Truist Financial Corp

Financial Services
3.63K
+ 66.64%
$39.48 - $48.15 $143K - $175K
9.09K $373K
DIS
Walt Disney CO

Communication Services
3.44K
+ 21.0%
$96.87 - $114.0 $333K - $392K
19.8K $1.96M
HSY
Hershey CO

Consumer Defensive
638
+ 8.67%
$144.74 - $186.36 $92.3K - $119K
7.99K $1.37M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.79K
+ 19.91%
$72.7 - $84.32 $130K - $151K
10.8K $802K
AXP
American Express CO

Financial Services
997
+ 18.03%
$255.39 - $325.87 $255K - $325K
6.53K $1.76M
OTIS
Otis Worldwide Corp

Industrials
640
+ 14.99%
$90.77 - $104.01 $58.1K - $66.6K
4.91K $506K
SPGI
S&P Global Inc.

Financial Services
185
+ 15.68%
$478.26 - $543.77 $88.5K - $101K
1.37K $693K
CAH
Cardinal Health Inc

Healthcare
25
+ 0.49%
$118.02 - $137.77 $2.95K - $3.44K
5.14K $708K
VTV
Vanguard Value ETF

ETFs
518
+ 14.29%
$167.73 - $179.21 $86.9K - $92.8K
4.14K $707K
SO
Southern CO

Utilities
480
+ 11.02%
$80.96 - $92.96 $38.9K - $44.6K
4.84K $444K
DVY
Ishares Tr

ETFs
221
+ 0.6%
$128.58 - $138.1 $28.4K - $30.5K
36.8K $4.89M
CSX
Csx Corp

Industrials
3.19K
+ 42.09%
$29.11 - $33.67 $92.9K - $107K
10.8K $317K
MTB
M&T Bank Corp

Financial Services
456
+ 39.41%
$170.47 - $201.98 $77.7K - $92.1K
1.61K $288K
EA
Electronic Arts Inc.

Communication Services
515
+ 13.31%
$116.53 - $146.29 $60K - $75.3K
4.39K $633K
ISRG
Intuitive Surgical Inc

Healthcare
179
+ 20.72%
$476.63 - $610.45 $85.3K - $109K
1.04K $516K
SHOP
Shopify Inc.

Technology
951
+ 38.82%
$90.59 - $129.31 $86.2K - $123K
3.4K $324K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.31K
+ 6.7%
$120.24 - $134.3 $398K - $445K
52.7K $6.43M
JCI
Johnson Controls International PLC

Industrials
484
+ 2.64%
$76.12 - $90.6 $36.8K - $43.9K
18.8K $1.51M
WAT
Waters Corp

Healthcare
157
+ 4.19%
$362.16 - $417.28 $56.9K - $65.5K
3.9K $1.44M
CTRA
Coterra Energy Inc.

Energy
206
+ 1.77%
$25.51 - $29.83 $5.26K - $6.14K
11.8K $341K
TDG
Trans Digm Group Inc

Industrials
5
+ 1.55%
$1251.32 - $1394.11 $6.26K - $6.97K
328 $453K
FAST
Fastenal CO

Industrials
23
+ 0.31%
$71.11 - $79.98 $1.64K - $1.84K
7.38K $572K
LRCX
Lam Research Corp

Technology
535
+ 8.18%
$72.44 - $89.02 $38.8K - $47.6K
7.08K $514K
SHW
Sherwin Williams CO

Basic Materials
36
+ 1.59%
$330.16 - $365.55 $11.9K - $13.2K
2.3K $802K
LOW
Lowes Companies Inc

Consumer Cyclical
453
+ 8.14%
$222.66 - $268.42 $101K - $122K
6.02K $1.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
235
+ 4.91%
$126.11 - $135.06 $29.6K - $31.7K
5.02K $640K
MPC
Marathon Petroleum Corp

Energy
19
+ 0.43%
$134.72 - $159.03 $2.56K - $3.02K
4.48K $652K
TSN
Tyson Foods, Inc.

Consumer Defensive
61
+ 1.58%
$54.27 - $63.81 $3.31K - $3.89K
3.93K $250K
DGRO
Ishares Core Dividend Growth E

ETFs
520
+ 2.73%
$60.46 - $64.42 $31.4K - $33.5K
19.6K $1.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
40
+ 1.63%
$283.24 - $338.07 $11.3K - $13.5K
2.5K $737K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 19.05%
$4295.4 - $5141.88 $34.4K - $41.1K
50 $230K
ICLN
Ishares

ETFs
1.45K
+ 9.6%
$10.94 - $11.86 $15.9K - $17.2K
16.6K $189K
XLP
Consumer Staples Sector Spdr

ETFs
175
+ 0.26%
N/A
66.7K $5.07M
Activity Summary
Buys All Purchases 180 New Holdings 27 Increased Positions 153 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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