Summit Global Investments Sells in Q2 2025

Summit Global Investments

  • $1.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLW
Corning Inc

Technology
-204K
- 97.55%
$39.07 - $52.59 $7.96M - $10.7M
5.11K $269K
KO
Coca Cola CO

Consumer Defensive
-127K
- 84.41%
$68.37 - $73.9 $8.7M - $9.41M
23.5K $1.66M
EVRG
Evergy, Inc.

Utilities
-109K
- 53.94%
$64.06 - $69.64 $6.95M - $7.56M
92.7K $6.39M
CMS
Cms Energy Corp

Utilities
-79.8K
- 40.8%
$68.57 - $75.51 $5.47M - $6.02M
116K $8.02M
MSI
Motorola Solutions, Inc.

Technology
-13.4K
- 64.06%
$394.72 - $440.39 $5.27M - $5.88M
7.5K $3.15M
KMB
Kimberly Clark Corp

Consumer Defensive
-41.8K
- 94.54%
$126.84 - $145.22 $5.3M - $6.07M
2.41K $311K
ALL
Allstate Corp

Financial Services
-22.8K
- 94.63%
$180.53 - $212.64 $4.12M - $4.85M
1.29K $260K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.85K
- 31.04%
$483.48 - $539.8 $2.83M - $3.16M
13K $6.32M
SPGI
S&P Global Inc.

Financial Services
-6.95K
- 90.39%
$438.31 - $527.29 $3.05M - $3.66M
739 $390K
LLY
Eli Lilly & CO

Healthcare
-3.81K
- 48.59%
$713.71 - $898.95 $2.72M - $3.43M
4.04K $3.15M
BK
Bank Of New York Mellon Corp

Financial Services
-33.5K
- 68.66%
$73.31 - $91.62 $2.46M - $3.07M
15.3K $1.4M
FANG
Diamondback Energy, Inc.

Energy
-13.1K
- 46.1%
$119.25 - $161.49 $1.57M - $2.12M
15.3K $2.11M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-169K
- 48.21%
$13.71 - $15.46 $2.32M - $2.61M
182K $2.81M
ZM
Zoom Video Communications, Inc.

Technology
-33.2K
- 65.45%
$66.7 - $84.62 $2.21M - $2.81M
17.5K $1.37M
RY
Royal Bank Of Canada

Financial Services
-22.5K
- 56.92%
$108.36 - $131.55 $2.44M - $2.96M
17K $2.24M
L
Loews Corp

Financial Services
-18.9K
- 61.34%
$80.89 - $92.09 $1.53M - $1.74M
11.9K $1.09M
APH
Amphenol Corp

Technology
-39.3K
- 57.48%
$59.09 - $98.75 $2.32M - $3.88M
29.1K $2.87M
UNH
Unitedhealth Group Inc

Healthcare
-488
- 7.54%
$274.35 - $599.47 $134K - $293K
5.99K $1.87M
TRV
Travelers Companies, Inc.

Financial Services
-5.49K
- 41.75%
$233.83 - $276.34 $1.28M - $1.52M
7.66K $2.05M
T
At&T Inc.

Communication Services
-44.1K
- 84.13%
$26.33 - $28.94 $1.16M - $1.28M
8.32K $241K
GDDY
Go Daddy Inc.

Technology
-6.86K
- 20.08%
$162.11 - $192.36 $1.11M - $1.32M
27.3K $4.91M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-50.3K
- 86.76%
$22.56 - $29.85 $1.13M - $1.5M
7.68K $219K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-71.8K
- 68.85%
$12.23 - $15.46 $878K - $1.11M
32.5K $491K
TENB
Tenable Holdings, Inc.

Technology
-30.7K
- 71.42%
$30.45 - $35.17 $936K - $1.08M
12.3K $415K
MWA
Mueller Water Products, Inc.

Industrials
-40.9K
- 75.08%
$22.82 - $27.21 $933K - $1.11M
13.6K $326K
HBAN
Huntington Bancshares Inc

Financial Services
-69.9K
- 75.16%
$12.49 - $16.76 $873K - $1.17M
23.1K $387K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-10.4K
- 42.56%
$57.26 - $78.92 $593K - $818K
14K $810K
CNQ
Canadian Natural Resources LTD

Energy
-30.3K
- 79.3%
$25.14 - $34.01 $763K - $1.03M
7.92K $249K
ADMA
Adma Biologics, Inc.

Healthcare
-43.4K
- 67.95%
$17.6 - $24.51 $763K - $1.06M
20.5K $372K
INFY
Infosys LTD

Technology
-46K
- 46.89%
$16.14 - $18.75 $743K - $863K
52.1K $966K
NJR
New Jersey Resources Corp

Utilities
-15.1K
- 61.58%
$44.23 - $49.97 $668K - $755K
9.43K $423K
NVS
Novartis Ag

Healthcare
-7.26K
- 55.29%
$101.96 - $121.01 $740K - $878K
5.87K $710K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.99K
- 42.92%
$83.97 - $92.85 $587K - $649K
9.29K $820K
NEE
Nextera Energy Inc

Utilities
-9.12K
- 67.87%
$64.11 - $75.0 $584K - $684K
4.32K $300K
NWN
Northwest Natural Holding CO

Utilities
-14.6K
- 62.95%
$39.62 - $44.11 $579K - $644K
8.6K $341K
WDS
Woodside Energy Group LTD

Energy
-47K
- 51.1%
$11.5 - $16.77 $540K - $788K
45K $694K
LNG
Cheniere Energy, Inc.

Energy
-2.71K
- 55.52%
$197.25 - $244.33 $534K - $662K
2.17K $528K
NBN
Northeast Bk Lewiston Me Com

Financial Services
-6.26K
- 72.35%
$80.61 - $92.41 $505K - $578K
2.39K $213K
C
Citigroup Inc

Financial Services
-8.36K
- 64.03%
$58.13 - $85.12 $486K - $712K
4.7K $400K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3K
- 73.64%
$149.76 - $186.42 $449K - $559K
1.07K $200K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-6.62K
- 52.76%
$97.32 - $136.25 $644K - $902K
5.93K $754K
HMC
Honda Motor CO LTD

Consumer Cyclical
-19.3K
- 60.44%
$25.0 - $30.93 $483K - $597K
12.6K $364K
BPOP
Popular, Inc.

Financial Services
-7.46K
- 40.93%
$81.63 - $110.51 $609K - $824K
10.8K $1.19M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-13.6K
- 19.41%
$21.4 - $26.31 $291K - $357K
56.4K $1.22M
UL
Unilever PLC

Consumer Defensive
-8.08K
- 58.61%
$57.9 - $65.43 $468K - $529K
5.71K $349K
COP
Conocophillips

Energy
-1.35K
- 6.48%
$82.66 - $106.1 $112K - $144K
19.5K $1.75M
BHP
Bhp Group LTD

Basic Materials
-8.86K
- 52.46%
$40.22 - $50.88 $356K - $451K
8.03K $386K
Teekay Corporation LTD
-72.1K
- 63.17%
N/A
42K $347K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-3.5K
- 33.18%
$107.61 - $119.09 $377K - $417K
7.05K $836K
Activity Summary
Buys All Purchases 287 New Holdings 111 Increased Positions 176 Sells All Sells 159 Reductions 159 Sold out 0 Options Calls 0 Puts 0
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