Clean Yield Group Purchases in Q3 2025

Clean Yield Group

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
DD
Du Pont De Nemours, Inc.

Basic Materials
71
New
$69.9 - $78.26 $4.96K - $5.56K
71 $5K
WM
Waste Management Inc

Industrials
50
+ 6.66%
$213.88 - $237.1 $10.7K - $11.9K
801 $176K
IWR
Ishares Russell Mid Cap ETF

ETFs
56
New
$92.26 - $97.51 $5.17K - $5.46K
56 $5K
DUK
Duke Energy Corp

Utilities
42
New
$116.31 - $125.93 $4.89K - $5.29K
42 $5K
AGZ
Ishares Agency Bond ETF

ETFs
27
+ 3.62%
$108.74 - $110.41 $2.94K - $2.98K
773 $85K
DOW
Dow Inc.

Basic Materials
72
New
$20.87 - $30.37 $1.5K - $2.19K
72 $1K
XLE
Energy Sector Spdr

ETFs
1
+ 0.59%
$84.25 - $91.99 $84.3 - $92
170 $15K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.87%
$103.24 - $106.68 $413 - $427
464 $49K
BKNG
Booking Holdings Inc.

Consumer Cyclical
0
New
$5364.25 - $5815.92 $0 - $0
0 $0
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
MCHP
Microchip Technology Inc

Technology
163
+ 9.44%
$60.95 - $75.26 $9.93K - $12.3K
1.89K $121K
DSI
Ishares Msci Kld 400 Social Et

ETFs
0
New
$115.96 - $125.95 $0 - $0
0 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
0
New
$138.59 - $171.12 $0 - $0
0 $0
STEW
Boulder Growth & Income Fund

Financial Services
0
New
$17.4 - $18.57 $0 - $0
0 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 0.57%
$45.83 - $58.26 $45.8 - $58.3
176 $9K
PRF
Invesco Exchange Traded Fd Tr

ETFs
0
New
$42.04 - $45.23 $0 - $0
0 $0
Lucid Group Inc Com New
1.16K
New
N/A
1.16K $0
VEU
Vanguard Ftse All World Ex Us

ETFs
0
New
$66.38 - $71.68 $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
ARMK
Aramark

Industrials
1
+ 0.44%
$37.46 - $44.15 $37.5 - $44.2
229 $8K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$150.47 - $161.22 $150 - $161
18.1K $2.79M
SYK
Stryker Corp

Healthcare
590
+ 4.11%
$368.57 - $403.53 $217K - $238K
15K $5.53M
CAC
Camden National Corp

Financial Services
1.2K
+ 1.18%
$36.6 - $43.51 $43.8K - $52.1K
103K $3.96M
UPS
United Parcel Service Inc

Industrials
62
+ 0.43%
$82.58 - $105.54 $5.12K - $6.54K
14.5K $1.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.91K
+ 16.87%
$159.87 - $247.68 $305K - $472K
13.2K $2.35M
CRM
Salesforce, Inc.

Technology
1.91K
+ 8.2%
$231.66 - $273.65 $443K - $523K
25.2K $5.97M
NOW
Service Now, Inc.

Technology
70
+ 1.43%
$850.86 - $1044.69 $59.6K - $73.1K
4.98K $4.58M
JKHY
Henry Jack & Associates Inc

Technology
585
+ 1.84%
$148.45 - $182.09 $86.8K - $107K
32.4K $4.82M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.11K
+ 7.38%
$38.58 - $58.24 $197K - $297K
74.3K $2.91M
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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