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NextEra Energy
NEE

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1026
Fortis Advisors
Pennsylvania
$261K – – –
DY
1027
Dowling & Yahnke
California
$261K +$10.9K +320 +4%
SC
1028
Schulhoff & Co
Ohio
$259K -$64.3K -1,880 -20%
SWM
1029
SVA Wealth Management
Wisconsin
$259K – – –
PAM
1030
Palisade Asset Management
Minnesota
$257K – – –
MWAC
1031
Mariner Wealth Advisors (Cincinnati)
Ohio
$251K -$248K -7,264 -50%
BWM
1032
BerganKDV Wealth Management
Minnesota
$249K – – –
CC
1033
Cornerstone Capital
California
$247K -$8.89K -260 -4%
AW
1034
Alpha Windward
Massachusetts
$246K -$5.2K -152 -2%
BTIS
1035
BB&T Investment Services
North Carolina
$246K +$94.1K +2,752 +69%
BCM
1036
BTC Capital Management
Iowa
$245K – – –
HCM
1037
Hollencrest Capital Management
California
$244K -$27.3K -800 -10%
IC
1038
Inverness Counsel
New York
$243K +$237K +6,924 New
LOAMS
1039
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K – – –
PMFA
1040
Plante Moran Financial Advisors
Michigan
$241K -$36.9K -1,080 -14%
MIM
1041
Marco Investment Management
Georgia
$240K – – –
GLA
1042
Good Life Advisors
Pennsylvania
$239K -$22.7K -664 -9%
ACM
1043
Armbruster Capital Management
New York
$239K +$25.4K +744 +12%
NFG
1044
Next Financial Group
Texas
$238K -$11.9K -348 -5%
KIC
1045
Keating Investment Counselors
Florida
$238K – – –
CGA
1046
Crescent Grove Advisors
Illinois
$238K +$232K +6,800 New
CCM
1047
Catawba Capital Management
Virginia
$236K +$9.16K +268 +4%
SIA
1048
Starfire Investment Advisers
Michigan
$234K – – –
LCM
1049
Liberty Capital Management
Michigan
$234K +$137K +4,000 +152%
PHAM
1050
Palisades Hudson Asset Management
Florida
$234K +$228K +6,672 New
40 41
42
43 44