Institutions / Stack Financial Management, Inc / Activity
Activity — Stack Financial Management, Inc
24 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Baker Hughes Co Common stock | $7.1K | +116 +0.04% | 287,391 1.29% of portfolio | low |
| Q1 2026 as of | Add | Labcorp Holdings Inc. Common stock | $14.7K | +55 +0.08% | 71,729 1.41% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. Common stock | $28.9K | +502 +0.15% | 332,528 1.41% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $37.3K | +402 +0.13% | 309,018 2.11% of portfolio | low |
| Q1 2026 as of | Add | Danaher Corp /De Common stock | $39.6K | +209 +0.27% | 76,589 1.07% of portfolio | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $40.1K | +73 +0.06% | 129,665 5.23% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $55.8K | +230 +0.46% | 50,040 0.89% of portfolio | low |
| Q1 2026 as of | Add | CenterPoint Energy Inc Common stock | $67.7K | +2K +0.22% | 719,100 2.28% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $80.2K | +555 +0.60% | 93,537 0.99% of portfolio | low |
| Q1 2026 as of | Add | Waste Management Inc Common stock | $83.6K | +364 +0.25% | 146,166 2.47% of portfolio | low |
| Q1 2026 as of | Add | Cigna Group Common stock | $84.8K | +318 +0.44% | 73,102 1.43% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $103.7K | +1K +0.69% | 174,706 1.11% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $106.2K | +684 +0.59% | 117,045 1.34% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $113.2K | +1K +0.47% | 317,716 1.77% of portfolio | low |
| Q1 2026 as of | Add | Ameren Corp Common stock | $130.9K | +1K +0.78% | 153,635 1.24% of portfolio | low |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $133.4K | +5K +0.49% | 950,175 2.02% of portfolio | low |
| Q1 2026 as of | Add | Eog Resources Inc Common stock | $136.6K | +945 +0.48% | 196,550 2.09% of portfolio | low |
| Q1 2026 as of | Add | Dte Energy Co Common stock | $138.3K | +946 +0.86% | 111,204 1.19% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $149.5K | +455 +0.62% | 73,322 1.77% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $205.5K | +316 +24.23% | 1,620 0.08% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $241.2K | +2K +0.98% | 190,154 1.83% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $242.0K | +505 +0.43% | 119,229 4.20% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $7.88M | +80K +57.57% | 219,205 1.58% of portfolio | medium |
| Q1 2026 as of | Add | 74349Y753 Common stock | $49.96M | +1.3M +52.56% | 3,823,020 10.65% of portfolio | medium |