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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2701
Financial Consulate
Maryland
$153K +$40.3K +486 +34%
AA
2702
Addison Advisors
Vermont
$152K +$4.47K +54 +3%
CFM
2703
Cornerstone Financial Management
Massachusetts
$149K +$154K +1,860 New
FMP
2704
Financial Management Professionals
Texas
$147K – – –
RS
2705
Rakuten Securities
Japan
$146K +$47K +567 +45%
TIM
2706
Thompson Investment Management
Wisconsin
$146K +$33.1K +400 +28%
DWM
2707
Dogwood Wealth Management
Kansas
$145K +$911 +11 +0.6%
AIM
2708
Adapt Investment Managers
Switzerland
$145K +$149K +1,801 New
BWL
2709
Bogart Wealth LLC
Virginia
$144K -$4.14K -50 -3%
EAM
2710
Empirical Asset Management
Massachusetts
$143K -$1.82K -22 -0.2%
WA
2711
Westfuller Advisors
New York
$142K -$88.2K -1,065 -38%
TCA
2712
Trifecta Capital Advisors
Illinois
$142K -$7.04K -85 -5%
T
2713
Tidemark
California
$139K +$663 +8 +0.5%
CJ
2714
Caitlin John
Michigan
$137K -$141K -1,708 -50%
RFP
2715
Root Financial Partners
California
$137K -$67.1K -810 -32%
FIM
2716
FWL Investment Management
Texas
$136K – – –
RIAS
2717
Rachor Investment Advisory Services
Michigan
$133K +$137K +1,659 New
WAM
2718
Wolverine Asset Management
Illinois
$131K +$135K +1,630 New
EPW
2719
Evergreen Private Wealth
Colorado
$130K -$6.29K -76 -4%
RTC
2720
Riverview Trust Company
Washington
$130K +$5.47K +66 +4%
CAL
2721
Capital Advisors Ltd
Ohio
$130K -$35K -422 -21%
DCM
2722
Davis Capital Management
Florida
$130K – – –
APW
2723
Acima Private Wealth
Virginia
$128K – – –
SC
2724
Solstein Capital
California
$127K – – –
FP
2725
Financial Perspectives
Minnesota
$123K -$49.4K -596 -28%
107 108
109
110 111