Nations Financial Group Inc. IA ADV Boosts Stake in Duke Energy …

2 days ago · Nations Financial Group Inc. IA ADV increased its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 38.2% during the third quarter, according to its most recent …

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Nations Financial Group Inc. IA ADV Boosts Stake In Duke Energy …

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2 days ago · Nations Financial Group Inc. IA ADV increased its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 38.2% during the third quarter, according to its most recent …

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Nations Financial Group Inc. IA ADV Acquires 204 Shares Of First …

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2 days ago · Nations Financial Group Inc. IA ADV lifted its holdings in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) by 2.2% in the 3rd quarter, according to its most …

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Nations Financial Group Inc. IA ADV Purchases 6,033 Shares Of …

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5 days ago · Nations Financial Group Inc. IA ADV boosted its stake in shares of Johnson & Johnson (NYSE:JNJ - Free Report) by 18.7% in the third quarter, according to the company in …

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Nations Financial Group Inc, Portfolio Holdings

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Nations Financial Group Inc, has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $981 Million distributed in 613 stocks.

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Nations Financial Group Inc. IA ADV Buys 823 Shares Of Duke …

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May 6, 2023 · Nations Financial Group Inc. IA ADV increased its stake in Duke Energy Co. (NYSE:DUK – Get Rating) by 33.1% in the fourth quarter, according to the company in its …

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Nations Financial Group Inc. IA ADV Purchases 7,734 Shares Of …

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4 days ago · Nations Financial Group Inc. IA ADV grew its holdings in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 7.0% during the third quarter, according to its most recent Form …

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Nations Financial Group Inc. IA ADV Purchases Shares Of 838 …

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2 days ago · Tractor Supply stock opened at $277.08 on Friday. The firm has a market capitalization of $29.60 billion, a PE ratio of 26.95, a P/E/G ratio of 3.50 and a beta of 0.82. …

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Nations Financial Group Inc. IA ADV Buys 824 Shares Of Invesco …

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Aug 31, 2024 · Nations Financial Group Inc. IA ADV boosted its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 17.5% in the second quarter, …

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Nations Financial Group Inc. IA ADV Sells 86 Shares Of IShares ...

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Aug 31, 2024 · Nations Financial Group Inc. IA ADV lessened its stake in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 2.3% during the 2nd quarter, …

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FAQs about Nations Financial Group Inc. IA ADV Boosts Stake in Duke Energy … Coupon?

How many shares does IA ADV own in Duke Energy?

The fund owned 5,796 shares of the utilities provider’s stock after buying an additional 1,602 shares during the quarter. Nations Financial Group Inc. IA ADV’s holdings in Duke Energy were worth $668,000 as of its most recent SEC filing. ...

Who is Nations Financial Group Inc?

Nations Financial Group Inc is a large advisory firm with 5312 clients and discretionary assets under management (AUM) of $2,022,025,491 (Form ADV from 2023-04-27). Their last reported 13F filing for Q1 2023 included $953,126,786 in managed 13F securities and a top 10 holdings concentration of 19.98%. ...

Who owns Duke Energy?

Nations Financial Group Inc. IA ADV’s holdings in Duke Energy were worth $668,000 as of its most recent SEC filing. Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fortitude Family Office LLC increased its holdings in shares of Duke Energy by 69.6% in the 2nd quarter. ...

How many advisors does Nations Financial Group have?

Nations Financial Group, registered in 2000, has a licensed staff of 83 advisors. They serve 44 states and manage $3.4 billion for 5,381 clients (1:65 advisor/client ratio). ...

What services does Nations Financial Group offer?

Nations Financial Group, as a financial advisory firm, offers various financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio, including stocks, ETFs, mutual funds, and bonds. ...