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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
2701
Safe Harbor Fiduciary
Florida
$5.67K – – –
PK
2702
Pflug Koory
Nebraska
$5.39K – – –
KFP
2703
Keener Financial Planning
Texas
$5K +$5.65K +80 New
FNWA
2704
Financial Network Wealth Advisors
Utah
$4.96K +$1.41K +20 +40%
RPA
2705
Redwood Park Advisors
California
$4.75K +$635 +9 +16%
LAM
2706
Lummis Asset Management
Texas
$4.32K – – –
WW
2707
Winnow Wealth
Texas
$4.25K +$1.41K +20 +50%
ETS
2708
ESL Trust Services
New York
$3.83K – – –
CIR
2709
Clear Investment Research
Georgia
$3.78K +$71 +1 +2%
PS
2710
PayPay Securities
Japan
$3.33K -$1.06K -15 -24%
RWM
2711
Ruedi Wealth Management
Illinois
$3.33K – – –
CWM
2712
Cranbrook Wealth Management
Michigan
$3.33K +$3.32K +47 New
EWA
2713
EQ Wealth Advisors
Texas
$3.26K +$3.25K +46 New
JFG
2714
JDM Financial Group
Texas
$3.19K – – –
IRAG
2715
Investment Research & Advisory Group
Georgia
$2.62K +$2.61K +37 New
BHWM
2716
Bay Harbor Wealth Management
Maryland
$2.48K -$61.8K -875 -96%
OCM
2717
Osterweis Capital Management
California
$2.48K -$5.58K -79 -69%
LC
2718
Luminist Capital
Michigan
$2.42K – – –
RFA
2719
Reyes Financial Architecture
California
$2.13K – – –
BWM
2720
Bernard Wealth Management
Michigan
$2.06K +$1.27K +18 +164%
NWM
2721
Navigoe Wealth Management
California
$2K – – –
RBC
2722
Roble Belko & Company
Pennsylvania
$2K +$1.76K +25 New
NRWA
2723
North Ridge Wealth Advisors
Oregon
$1.42K – – –
HC
2724
Hara Capital
Washington
$1.28K +$1.27K +18 New
ACM
2725
Anfield Capital Management
California
$1.21K – – –
107 108
109
110 111