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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
726
Linscomb Wealth
Texas
$561K +$3.85K +152 +0.7%
FNB
727
Farmers National Bank
Kentucky
$554K +$911 +36 +0.2%
CCM
728
Carderock Capital Management
Maryland
$553K -$5.97K -236 -1%
FIM
729
Freedom Investment Management
Connecticut
$551K -$380K -15,024 -41%
IP
730
Isthmus Partners
Wisconsin
$551K – – –
LWCFA
731
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$551K +$324K +12,800 +152%
NAM
732
North American Management
Massachusetts
$545K +$153K +6,060 +41%
CPSAC
733
Chas P. Smith & Associates (CPS)
Florida
$544K -$24.9K -984 -4%
RWA
734
River Wealth Advisors
Pennsylvania
$543K -$10.1K -400 -2%
BHBT
735
Burke & Herbert Bank & Trust
Virginia
$542K -$15.2K -600 -3%
KFC
736
Klingenstein Fields & Co
New York
$538K – – –
SCA
737
Salient Capital Advisors
Texas
$535K – – –
CCP
738
Clarkston Capital Partners
Michigan
$535K +$15.2K +600 +3%
ECM
739
EagleClaw Capital Management
Massachusetts
$533K – – –
ZB
740
Zions Bancorporation
Utah
$531K +$10.2K +404 +2%
CFP
741
Cornerstone Financial Partners
North Carolina
$531K +$516K +20,384 New
WPW
742
Waldron Private Wealth
Pennsylvania
$528K +$303K +11,968 +143%
MC
743
Middleton & Co
Massachusetts
$524K – – –
CTA
744
Colonial Trust Advisors
South Carolina
$521K – – –
WPC
745
White Pine Capital
Minnesota
$519K – – –
HEIP
746
Hudson Edge Investment Partners
New Jersey
$517K +$55.7K +2,200 +12%
PWM
747
Perigon Wealth Management
California
$513K +$172K +6,800 +52%
GD
748
Grandfield & Dodd
New York
$512K – – –
HCM
749
Harvest Capital Management
New Hampshire
$510K – – –
SBIA
750
Sheaff Brock Investment Advisors
Indiana
$508K +$495K +19,548 New
28 29
30
31 32