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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
751
Girard Partners
Pennsylvania
$464K +$89.1K +3,664 +25%
HIC
752
Hartline Investment Corp
Illinois
$457K – – –
BCB
753
Brian C. Broderick
$455K – – –
FA
754
FDx Advisors
Illinois
$452K -$88.8K -3,652 -17%
JIC
755
Joel Isaacson & Co
New York
$452K +$97 +4 +0%
BIM
756
Bridges Investment Management
Nebraska
$452K +$13.3K +548 +3%
WA
757
Waverly Advisors
Alabama
$451K – – –
AW
758
ACG Wealth
Georgia
$451K +$22K +904 +5%
FIM
759
Freedom Investment Management
Connecticut
$451K +$42.8K +1,760 +11%
DG
760
Davidson & Garrard
Virginia
$450K -$9.73K -400 -2%
WTIM
761
Wilmington Trust Investment Management
Delaware
$449K -$60K -2,468 -12%
NEPWA
762
New England Private Wealth Advisors
Massachusetts
$444K – – –
UAS
763
United Asset Strategies
New York
$443K +$18.5K +760 +5%
PFM
764
PacWest Financial Management
Arizona
$443K +$19.2K +788 +5%
ACS
765
Archford Capital Strategies
Illinois
$441K -$44.8K -1,840 -10%
ASN
766
Advisory Services Network
Georgia
$440K +$1.65K +68 +0.4%
DCLA
767
Douglas C. Lane & Associates
New York
$434K +$57.7K +2,372 +16%
CCT
768
Chemung Canal Trust
New York
$432K -$2.43K -100 -0.6%
ICAS
769
Investors Capital Advisory Services
Massachusetts
$432K +$584 +24 +0.1%
CCM
770
Cadence Capital Management
Massachusetts
$429K -$1.84M -75,452 -82%
KS
771
Karpas Strategies
Connecticut
$429K – – –
BCA
772
Bernzott Capital Advisors
California
$427K – – –
GF
773
Gerstein Fisher
New York
$427K +$389 +16 +0.1%
RCAG
774
Rehmann Capital Advisory Group
Michigan
$424K +$40.6K +1,668 +11%
BRM
775
Boston Research & Management
Massachusetts
$424K +$48.7K +2,000 +14%
29 30
31
32 33