Mayflower Financial Advisors LLC Investment Activity in Q2 2026
This article summarizes significant stock purchases and sales made by Mayflower Financial Advisors, Llc during the second quarter of 2026.
According to filings available on InsiderSet, Mayflower Financial Advisors, Llc made notable changes to its portfolio holdings during the second quarter of 2026.
Significant Purchases This Quarter
The investment firm demonstrated strong buying activity in several sectors. Notably, they significantly increased their position in Duke Energy Corp New (DUK) by acquiring an additional 283,267 shares, representing a massive +3758.35% increase.
Similarly, McDonald's Corp (MCD) saw substantial share growth of 94,693 units (+2028.99%), while AbbVie Inc (ABBV) experienced a significant increase with +81,369 shares purchased.
Major energy company holdings were bolstered by purchases of 133,965 Exxon Mobil Corp (XOM) shares and substantial additions to its utility sector exposure through Duke Energy and NEXTERA ENERGY INC (NEE).
New Positions Added This Quarter
In addition to increasing existing positions, Mayflower Financial Advisors added several new holdings during Q2 2026. These include SCHWAB STRATEGIC TR ETF (SCHD), PGIM ETF TR ETF (PULS), and ISHARES TR ETF (HDV). The firm also expanded its position in SPDR SERIES TRUST ETF (SPLG]), which was already a holding but saw significant share growth.
Sales and Reductions This Quarter
The data indicates that Mayflower Financial Advisors also sold or reduced positions in certain stocks during the quarter. While specific details about sales are limited, notable exits include ISHARES TR ETF (IVW]), which experienced a decrease of 13,912 shares (-11.0%), and PGIM ETF TR ETF (PMTF]) with an unspecified change.
Key Insights from Portfolio Data
The investment activity suggests a focus on sectors like Utilities, Healthcare, and Consumer Cyclical. The significant increase in shares for DUK, MCD, ABBV, and XOM indicates confidence in these areas.
The substantial growth across multiple holdings suggests a strategy focused on capitalizing on perceived value increases or sector rotation towards stable businesses. Conversely, the reduction in ETF positions like IVW might indicate a shift away from certain market exposures this quarter.