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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
701
Parallel Advisors
California
$764K +$765K +25,588 New
RCAG
702
Rehmann Capital Advisory Group
Michigan
$762K +$21.8K +728 +3%
RAM
703
Roanoke Asset Management
New Jersey
$756K – – –
RMAM
704
Raab & Moskowitz Asset Management
New Jersey
$753K -$86.5K -2,896 -10%
CIC
705
Cutler Investment Counsel
Oregon
$753K – – –
IIM
706
Intact Investment Management
Quebec, Canada
$753K – – –
FANJ
707
Financial Architects (New Jersey)
New Jersey
$750K -$46.5K -1,556 -6%
NCM
708
Narwhal Capital Management
Georgia
$741K -$125K -4,200 -14%
SPIA
709
Steward Partners Investment Advisory
New York
$738K +$739K +24,720 New
PTC
710
Private Trust Company
Ohio
$735K +$19.7K +660 +3%
RBC
711
Ronald Blue & Co
Georgia
$733K -$12K -400 -2%
SC
712
Savant Capital
Illinois
$733K – – –
LIM
713
Leavell Investment Management
Alabama
$728K – – –
TAM
714
Taurus Asset Management
New York
$726K – – –
PWM
715
Perigon Wealth Management
California
$719K -$22.2K -744 -3%
FNBOMD
716
First National Bank of Mount Dora
Florida
$719K -$17.9K -600 -2%
LOAME
717
Lombard Odier Asset Management (Europe)
United Kingdom
$717K – – –
SPC
718
Stewart & Patten Company
California
$717K – – –
CIM
719
CIM Investment Management
Pennsylvania
$714K +$8.61K +288 +1%
EFS
720
Essex Financial Services
Connecticut
$712K -$60.2K -2,016 -8%
ABTD
721
Arvest Bank Trust Division
Oklahoma
$712K – – –
SLAM
722
Swiss Life Asset Management
$711K -$155K -5,184 -18%
LNWWM
723
Laird Norton Wetherby Wealth Management
California
$709K +$43.5K +1,456 +7%
ACS
724
Archford Capital Strategies
Illinois
$705K -$232K -7,776 -25%
JIC
725
Joel Isaacson & Co
New York
$705K +$120 +4 +0%
27 28
29
30 31