Assetmark Inc. increased its stake in Duke Energy Corporation (NYSE:DUK) by 14.6% in the fourth quarter, now holding 123,669 shares valued at approximately $14.5 million. This comes amidst insider selling by SVP Regis T. Repko and CEO Louis E. Renjel, and while several other institutional investors also adjusted their positions in the company. Duke Energy is also facing regulatory challenges in North Carolina regarding a request to recover over $800 million in winter fuel costs, which has generated public and political opposition despite potential revenue benefits.

Assetmark Inc. significantly increased its stake in Republic Services, Inc. (NYSE:RSG) by 13.8% in Q4, holding shares valued at $13.03 million. Republic Services recently reported strong Q4 earnings, surpassing EPS estimates and providing positive FY2026 guidance. The company also announced a quarterly dividend and maintains a "Moderate Buy" analyst rating with an average price target of $247.

Argo Wealth Advisory LLC recently acquired a new position in FactSet Research Systems Inc. (NYSE:FDS) during the fourth quarter, purchasing 5,589 shares valued at approximately $1,622,000. Other institutional investors have also adjusted their holdings in the company. FactSet has reported strong financial performance, with notable earnings per share and revenue, and has announced a share repurchase program and a quarterly dividend.

Argo Wealth Advisory LLC has acquired a new stake of 7,618 shares in Stryker Corporation (NYSE:SYK) during the fourth quarter, valued at approximately $2.678 million, making it 1.6% of their investment portfolio. Other institutional investors have also adjusted their holdings in Stryker. The company maintains a "Moderate Buy" consensus rating from analysts with an average target price of $421.11, despite a recent insider sale of 250,000 shares by Director Ronda E. Stryker.

Assetmark Inc. significantly increased its stake in Truist Financial Corporation (NYSE:TFC) by 15.2% during the fourth quarter, bringing its total holdings to 307,386 shares valued at over $15 million. This happened despite some insider selling by Truist executives, including CFO Michael Baron Maguire and CAO Cynthia B. Powell. Analysts currently rate Truist Financial as a "Moderate Buy" with a consensus target price of $54.41, even though the company missed Q4 EPS and revenue estimates, it does offer a 4.2% dividend yield.

Assetmark Inc. has reduced its stake in Gilead Sciences, Inc. by 7.3%, selling 11,435 shares, though other institutional investors have increased their holdings. Insider activity shows sales by CEO Daniel Patrick O'day and Johanna Mercier, totaling over $42 million in the last 90 days. Despite some negative sentiment regarding an HIV drug's persistence and lowered Q1-Q4 FY2026 EPS forecasts, analysts maintain a "Moderate Buy" rating with an average target price of $156.77, supported by positive news like an expanded partnership for HIV prevention and a raised quarterly dividend.

Argo Wealth Advisory LLC acquired a new stake of 11,441 shares in Honeywell International Inc. (NASDAQ:HON) during the 4th quarter, amounting to approximately $2.23 million, making it their 29th largest holding. Other institutional investors also adjusted their positions in HON, while company insiders sold a combined 18,190 shares worth over $4.2 million in recent transactions. Honeywell's stock is currently trading at $229.38, and analysts maintain a "Moderate Buy" consensus rating with an average target price of $251.83.

Assetmark Inc. significantly increased its stake in Intercontinental Exchange Inc. (ICE) by 27.8% in Q4, raising its holdings to 101,090 shares valued at approximately $16.37 million. Despite institutional buying, company insiders have been net sellers, offloading shares worth around $54.2 million over the past 90 days. Analysts maintain a "Buy" rating for ICE, with an average price target of $193.80, and the company recently surpassed quarterly EPS and revenue expectations.

Assetmark Inc. has increased its stake in Xcel Energy Inc. by 12.3%, bringing its total holdings to 167,682 shares valued at approximately $12.39 million. Xcel Energy recently raised its quarterly dividend to $0.5925, offering an annualized yield of 2.9%, and reported Q4 EPS of $0.96, meeting estimates though revenue slightly missed expectations. Analysts maintain a consensus "Buy" rating for XEL with an average price target of $88.44.

Assetmark Inc. significantly reduced its stake in ExxonMobil Corporation by 43.3% in Q4, selling 347,578 shares but still retaining 454,643 shares valued at approximately $54.7 million. Despite this, ExxonMobil surpassed quarterly earnings estimates with an EPS of $1.71 and $80.04 billion in revenue, and recently paid a $1.03 quarterly dividend. Near-term catalysts for the stock are mixed, with geopolitical tensions and asset sales offering potential upside, while withdrawal of LNG cargo offers and signs of softening physical oil demand present downside risks.