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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
CK
851
Cohen Klingenstein
New York
$771K – – –
KS
852
Karpas Strategies
Connecticut
$769K – – –
WSTAM
853
Wilbanks Smith & Thomas Asset Management
Virginia
$769K +$13.3K +312 +2%
RWA
854
River Wealth Advisors
Pennsylvania
$761K -$16.7K -392 -2%
MCM
855
Maryland Capital Management
Maryland
$758K +$36.6K +860 +5%
UAS
856
United Asset Strategies
New York
$756K -$1.7K -40 -0.2%
AUB
857
Atlantic Union Bankshares
Virginia
$755K +$4.43K +104 +0.6%
IWM
858
IHT Wealth Management
Illinois
$755K +$103K +2,428 +16%
ACM
859
Adalta Capital Management
New York
$752K – – –
CAM
860
Carret Asset Management
New York
$747K +$5.45K +128 +0.7%
HCM
861
Harvest Capital Management
New Hampshire
$741K – – –
HIC
862
Hartline Investment Corp
Illinois
$739K – – –
SWM
863
SeaCrest Wealth Management
New York
$735K +$4.77K +112 +0.6%
RMAM
864
Raab & Moskowitz Asset Management
New Jersey
$734K +$106K +2,496 +17%
ET
865
Equitable Trust
Tennessee
$733K -$4.94K -116 -0.7%
CCMD
866
Cypress Capital Management (Delaware)
Delaware
$733K – – –
BHBT
867
Burke & Herbert Bank & Trust
Virginia
$731K – – –
LGC
868
Laurel Grove Capital
California
$729K -$17K -400 -2%
HCM
869
Hollencrest Capital Management
California
$727K +$377K +8,860 +122%
PFS
870
Prospera Financial Services
Texas
$726K -$292K -6,860 -28%
AP
871
Atwood & Palmer
Missouri
$725K – – –
DWT
872
Dorsey & Whitney Trust
South Dakota
$723K -$28.3K -664 -4%
PWP
873
Private Wealth Partners
California
$721K – – –
HEIP
874
Hudson Edge Investment Partners
New Jersey
$715K – – –
EFS
875
Essex Financial Services
Connecticut
$712K +$17K +400 +2%
33 34
35
36 37